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 (NYSE: UBS) is a global wealth manager and the leading universal bank in Switzerland, and its news flow reflects this broad financial footprint. Company news releases highlight UBS Global Wealth Management activities, including recognition of advisor teams that serve sophisticated, ultra-high-net-worth individuals, families, family offices, endowments and foundations across major US markets and other regions.
Investors following UBS news can expect regular updates on wealth management teams, market leadership appointments and organizational changes within the Group Executive Board and Board of Directors. Recent announcements have covered the appointment of new financial advisors and market executives in US offices, leadership changes in technology, operations, compliance and governance, and the nomination of senior executives to board roles.
UBS also issues regulatory and capital markets news. Filings and media releases describe cash tender offers for outstanding notes, reference yields and total consideration for debt securities, and coupon payments on exchange-traded notes such as the ETRACS Alerian MLP Index ETN Series B. These items are relevant for investors tracking UBS’s funding profile and capital structure.
In addition, UBS communicates on regulatory developments in Switzerland, including consultations on amendments to the Banking Act and Capital Adequacy Ordinance and their potential impact on capital requirements for foreign subsidiaries and other balance sheet items. The firm also reports on integration progress following the acquisition of Credit Suisse, including client migrations and reductions in Non-core and Legacy risk-weighted assets.
Because UBS operates in more than 50 markets and combines wealth management, universal banking, asset management and investment banking, its news covers a wide spectrum of topics. Readers who monitor this page can review official UBS announcements, regulatory disclosures and corporate developments that may influence their understanding of the UBS stock and its strategic direction.
UBS Private Wealth Management has recognized two advisors, Andrea Bevis and Teresa Jacobsen, for their achievements by naming them to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021. Andrea joined UBS in 2015 and has been acknowledged as a leading advisor. Meanwhile, Teresa, with over 25 years in the financial industry, has received multiple accolades including Barron's Hall of Fame recognition. Their selection highlights UBS's commitment to excellence in financial advice.
UBS Wealth Management USA proudly announces that three of its Financial Advisors in the Greater New England Market have been recognized in the Barron’s 2021 Top 1,200 Financial Advisors list. The honored advisors, Tim Connolly, Tom Gower, and Tim O’Brien, exemplify dedication and success in serving their clients. With an impressive average industry tenure of 30 years, these advisors manage approximately $3 billion in client assets while maintaining a 98.4% client retention rate. Their achievement highlights UBS's commitment to excellence in wealth management.
UBS Wealth Management USA recently announced the addition of Fred Gatti as a Financial Advisor and Senior Vice President at their 1285 Avenue of the Americas branch in New York City. Gatti will focus on Ultra High Net Worth clients, emphasizing wealth growth, preservation, and transfer to future generations. With over eight years of experience managing $600 million in assets at HSBC Private Bank, Gatti is also a Certified Financial Planner. His extensive background and expertise are expected to enhance UBS's client offerings.
UBS Wealth Management USA has welcomed Jin Hu as a Financial Advisor at its 1285 Avenue of the Americas branch in New York City. With over 20 years of experience, including a Senior Financial Advisor role at Merrill Lynch, Jin specializes in holistic wealth management for high-net-worth clients. She holds multiple professional designations including CPA and CFP, and is excited to leverage UBS's innovative platform to enhance client service.
UBS Private Wealth Management has announced that seven of its Private Wealth Advisors in the Northeast have been named to Barron’s Top 1,200 Financial Advisors list for 2021. Julie Fox, Northeast Market Head, praised their dedication to serving clients. These advisors typically manage about $3 billion in client assets, serve approximately 750 households, and maintain an impressive average client-retention rate of 98.4%. This recognition underscores UBS’s commitment to excellence in wealth management.
UBS Private Wealth Management announced the addition of the "Executive Wealth Partners" team in Kenwood, Ohio, led by Financial Advisors Casey Marsh and Austin Poston. This team is responsible for managing over $750 million in client assets and specializes in serving corporate executives and ultra-high net worth families. The team includes Michelle Thomas as Team Administrator and Ashley Monk as Client Service Associate, enhancing UBS's capabilities in addressing complex wealth management needs.
UBS Wealth Management USA announced that Financial Advisors Gerry Bandini and David Chodosch have been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. With a combined 56 years in the financial industry, they have focused on developing financial plans for high-net-worth families. The list includes over 5,000 advisors managing more than $6 trillion in client assets, with selections based on qualitative and quantitative measures. UBS continues to emphasize its wealth management capabilities globally.
UBS Wealth Management USA has welcomed the Dawson Wealth Management Group to its San Diego branch. Led by Edward Dawson, the team includes experienced advisors and associates dedicated to developing tailored financial strategies. Edward Dawson, with over 30 years in the financial sector, aims to support high-net-worth clients. New team members include Kyle Dawson, Adrianne Hoy, Patty Bribiesca, and Katherine Tawoda, each bringing a wealth of expertise to UBS. This addition highlights UBS's commitment to enhancing client services and financial planning.
UBS Wealth Management USA announced that David Schachter, a Financial Advisor in West Los Angeles, has been recognized in the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. David leads the Endurance Artist Management team, focusing on financial guidance for clients in the entertainment industry. His dedication to tax-efficient investing and wealth transfer has been instrumental to his clients' success. The Forbes list includes over 5,000 advisors managing more than $6 trillion in assets, selected via rigorous quantitative and qualitative measures.
UBS Private Wealth Management has recognized John C. Castronuovo and Robert E. DeForest as members of the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021, marking their third consecutive year on the list. The selection process included over 5,000 advisors managing more than $6 trillion in assets and was based on various qualitative and quantitative metrics. Both advisors are noted for their significant client impacts and are members of UBS's elite President’s Council.
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