Welcome to our dedicated page for UBS Group news (Ticker: UBS), a resource for investors and traders seeking the latest updates and insights on UBS Group stock.
UBS Group AG reports news on a global financial institution built around wealth management, Swiss universal banking, asset management and focused investment banking capabilities. Recurring updates include financial results, client activity, capital ratios, dividend and share-repurchase actions, and regulatory capital developments affecting the group’s balance sheet and capital planning.
Company news also covers UBS Wealth Management hiring, market leadership appointments, advisor-team recognition and regional office activity in the United States. Other recurring themes include governance matters, integration work following the Credit Suisse acquisition, and disclosures tied to UBS Group shares listed on the SIX Swiss Exchange and the New York Stock Exchange.
UBS Private Wealth Management has welcomed a four-member advisory team from Morgan Stanley, managing $2 billion in client assets, to its Newport Beach, California branch. The team comprises Steven and Christopher Weber, along with Brian Weber and Krista Maloney, focusing on family office clients and private foundations in California and the Southwest. This strategic hire aims to enhance UBS's expertise in wealth management and strengthen its presence in the Orange County area.
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UBS Private Wealth Management has welcomed a new six-person Financial Advisor team named FEF Wealth Partners in Indianapolis, Indiana. This team specializes in serving ultra-high net worth families and institutions, primarily in Indiana and Kentucky, and joins UBS from J.P. Morgan Private Bank. With over 100 years of combined experience, they will focus on complex financial needs such as liquidity planning, estate planning, and portfolio management.
UBS Private Wealth Management has announced the addition of Financial Advisor Dan Gray in Los Angeles, California. With 18 years of experience, Gray specializes in ultra-high-net-worth clientele, focusing on wealth planning and asset management. He joins a multi-generational team managing $35 billion in assets. Previously, Gray served at Deutsche Bank for over 15 years and holds a B.S. from Pepperdine University. UBS aims to enhance its growth trajectory in Los Angeles through strategic advisor recruitment.
UBS Private Wealth Management has announced that four of its financial advisors from Southern California have made the prestigious Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. The advisors are Drew Freides, Michael D. Kanigher, Mark N. Binder, and Craig S. Chiate. Each advisor manages significant client assets, with Freides and Kanigher managing over $6 billion each. The recognition highlights UBS's strong representation in wealth management and the expertise of its advisors in delivering comprehensive financial solutions.
UBS Wealth Management USA announced the addition of Financial Advisors Micah Roberge and Shaun Hawkins to its Portland, Maine office, managing $400 million in client assets. Micah Roberge, with 18 years of experience, has a strong background in retirement planning, while Shaun Hawkins brings 21 years of experience focused on high-net-worth clients. Their recruitment aligns with UBS's strategic goal of enhancing client services through experienced advisors, according to Jad Dieterle, Northern New England Complex Director.
UBS Private Wealth Management has welcomed Ron Pillar as a Financial Advisor in South Florida, joining the Integra Partners team.
With over 30 years of investment banking experience, Pillar will focus on advising ultra-high-net-worth individuals and business owners in the technology, media, and telecommunications (TMT) sector. His expertise is expected to benefit both new and existing clients in the region, as demand for financial advice in this sector increases.
UBS Wealth Management USA announced that two of its Financial Advisors, Max Pecker and Sean Dillon, from Boston, MA, were recognized in the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. Pecker, with over 25 years of experience, holds the Private Wealth Advisor designation, while Dillon has been acknowledged for his 30-year commitment to clients. This recognition underscores their dedication to exceptional client service within the wealth management industry.
UBS Wealth Management USA announced the addition of a four-person advisor team in Santa Barbara, California. Led by Mark Brenner, CIMC®, the team includes Kip Paulson, CFA®, Shawn Hill, CFP®, and Nathan Cha. They will serve high-net-worth clients focusing on holistic wealth management. This expansion aims to strengthen UBS's presence in the Santa Barbara market. Brenner brings over 30 years of experience, while Paulson has 18 years, including roles in equity research. Hill and Cha also offer extensive client service expertise.
UBS Investment Bank announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: AMUB). Key dates include:
- Coupon Valuation Date: 08/16/2021
- Ex-Date: 08/26/2021
- Record Date: 08/27/2021
- Payment Date: 09/07/2021
The coupon amount is $0.1990 per ETN, with an annualized yield of 7.01%.