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UBS Group AG (UBS), a global leader in wealth management and investment banking, provides critical financial services across 50+ markets. This page aggregates official announcements, strategic initiatives, and market-moving developments directly from UBS and verified sources.
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UBS Wealth Management USA announced that 11 Arizona-based wealth management teams have been named to the Forbes Best-in-State Wealth Management Teams list for 2025. The recognized teams include six from Phoenix, two from Tucson, and three from Scottsdale.
Notable mentions include The Schultz Group, ranked #1 in Arizona, specializing in retirement planning and sustainable investing. Other top-ranked teams include The Biltmore Financial Group (#11), Impact Wealth Management (#15), and Vault Wealth Management Partners (#25).
Two additional Arizona-based advisors working with teams in other states were also recognized: Ethos Wealth Advisors ranked #4 in Nevada, and West Coast Wealth Management ranked #21 in Washington state. The Forbes list features over 5,300 teams with cumulative assets of $7 trillion, compiled by SHOOK Research using quantitative and qualitative data.
UBS has announced that six financial advisors from its Pacific Desert Market have been named to Barron's Top 1200 Financial Advisors list for 2025. The recognized advisors include three from Arizona (Steven Schultz #2, Stockton Schultz #20, and Brad Howell #24), two from Honolulu (Matt Megorden #2 and Daniel Shiu #5), and one from La Jolla, CA (Braydon Hamilton).
Matt Megorden, recognized for the sixth consecutive year, specializes in high-net-worth entrepreneurs and technology executives. Daniel Shiu, making his first appearance on the list, focuses on business owner consulting. The father-son duo of Steven (10th appearance) and Stockton Schultz (2nd appearance) lead the Schultz Group, while Brad Howell, with 22 years of experience, serves clients with over $2 million in investable assets. Braydon Hamilton, recognized for the third consecutive year, leverages his Wharton School background for portfolio analysis.
UBS Wealth Management USA announced that three financial advisors from their Scottsdale office - Susan Bailey, Jennifer Lucovich, and Jennifer Pope - have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2025.
Bailey, leading Bailey Wealth Management at UBS, specializes in income planning, insurance protection, and generational wealth transfer. Lucovich, a Certified Financial Planner™, focuses on financial planning for women facing life changes. Pope, with over 20 years at UBS, has received multiple Forbes recognitions.
This recognition is part of Forbes' ninth annual ranking, featuring 2,400 women advisors managing approximately $3.6 trillion in cumulative assets. The list is compiled by SHOOK Research using quantitative and qualitative data, including interviews.
UBS Wealth Management USA has announced that nine financial advisors from their Southern California and Hawaii regions have been recognized on the Forbes Top Women Wealth Advisors and Best-In-State lists for 2025. Notable among them is Courtney Liddy, who achieved recognition for the seventh consecutive year as one of the Top 100 Women Wealth Advisors nationwide.
The honored advisors include Lori Hamano, Pam Fu, Lynne Sebastian, Candice Gleeson, Courtney Liddy, Christina Gustin, Natalie Barron, Lisa Chapman, and Lindsay Mais, representing offices in Honolulu, Newport Beach, San Diego, and Seal Beach. Liddy, a Managing Director and Private Wealth Advisor in San Diego, ranked #4 on this year's Forbes Best-in-State list.
The Forbes ranking features 100 top women advisors managing approximately $386 billion in assets, while the complete list, including Best-in-State advisors, comprises 2,400 women overseeing about $3.6 trillion in assets. Rankings were determined by SHOOK Research using quantitative and qualitative data from advisor interviews and firm nominations.
UBS announced that 14 financial advisors from its Mid-Atlantic Wealth Management Market have been recognized on Barron's Top 1200 Financial Advisors list for 2025. The honored advisors are distributed across multiple locations including Mount Laurel, Philadelphia, Princeton, and Washington D.C.
The Mid-Atlantic market, led by Market Executive Brendan Graham under Regional Director Julie Fox's Southeast Region, saw advisors like Mark Fendrick, Christine McGinley, Brad Bernstein, and several others receive this prestigious recognition. The selection for Barron's list is based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
UBS has announced that 11 financial advisors from its South Wealth Management Market have been recognized on Barron's Top 1200 Financial Advisors list for 2025. The distinguished advisors represent various locations including Atlanta, Jackson, Little Rock, Memphis, Nashville, New Orleans, and Knoxville.
The South Wealth Management Market, led by Market Executive Greg Achten and operating under Regional Director Julie Fox in the Southeast Region, showcases advisors selected based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
UBS has announced that nine financial advisors from its South Atlantic Wealth Management Market have been recognized in Barron's Top 1200 Financial Advisors list for 2025. Notable achievements include Greg Cash and Mitchell Wickham of Wickham Cash Partners securing the #1 and #2 positions respectively in North Carolina.
The recognized advisors are distributed across key locations: Charlotte NC (Greg Cash, Mitchell Wickham, Kevin Moran, Juan Sandoval), Greenville SC (Bert Arrowood, W. Clark Gallivan), Raleigh NC (Michael Lappin, Bill Smith), and Richmond VA (Scott Garnett). The rankings were determined based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
UBS has announced that three financial advisors from its Pacific Desert Market areas have been named to the Financial Planning Top 40 Brokers Under 40 listing for 2025. The firm secured 12 of the 40 top spots nationwide.
The recognized advisors include:
- Stockton Schultz (Phoenix) - ranked 25th, age 36
- Bryan Thompson (San Diego) - ranked 28th, age 39
- Scott MacDonald (Scottsdale) - ranked 30th, age 39, specializing in ultra-high-net-worth clients
The 2025 Top 40 Brokers Under 40 collectively generated over $215 million in annual revenue, up from $207 million last year. The average broker on the list generated approximately $5.4 million annually, maintaining similar levels to the previous year.
UBS Group AG has announced its upcoming Annual General Meeting (AGM) scheduled for April 10, 2025 in Lucerne. Key highlights include board nominations of Renata Jungo Brüngger and Lila Tretikov, while Claudia Böckstiegel and Nathalie Rachou will not seek re-election after serving four and five years respectively.
The company has proposed an ordinary dividend of USD 0.90 (gross) in cash per share for the 2024 financial year. The AGM will be conducted in German and English, with live broadcasting available on ubs.com/agm. Shareholders can access detailed information about agenda items through the company's website.
UBS has released its audited 2024 Annual Report, highlighting the successful integration of Credit Suisse and its financial performance. The bank reported a net profit of USD 5,085 million, with diluted earnings per share of USD 1.52 and a CET1 capital ratio of 14.3%.
The report details the bank's strategy, business performance, governance, and compensation structure, emphasizing that senior management's variable compensation is largely deferred to align with stakeholder interests. Chairman Colm Kelleher expressed pride in the progress made in strengthening UBS's position as a global wealth manager and its role in Switzerland.
Additionally, UBS published its Sustainability Report, outlining its commitment to sustainable finance and the transition to a low-carbon economy. The bank has set revised targets for achieving net-zero greenhouse gas emissions in its operations by 2035 and detailed its approach to addressing financed emissions through sector-specific decarbonization pathways.
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