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UBS announced that 35 advisor teams in its Florida Wealth Management Market have been recognized on the 2025 Forbes Best-in-State Wealth Management Teams list. The Summit Group from Winter Park achieved the #1 ranking in Florida – North. The recognition spans across multiple Florida locations, including Winter Park, Boca Raton, Miami, Naples, and Tampa.
The Florida Wealth Management Market, led by Market Executive Lane Strumlauf and part of the Southeast Region under Regional Director Julie Fox, demonstrates UBS's strong presence in the state. The recognized teams are part of Forbes' third annual list, which features over 5,300 teams managing more than $7 trillion in assets collectively. Teams were selected based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS announced that 35 advisor teams in its Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The Mid-Atlantic Market, led by Market Executive Brendan Graham, is part of the firm's Southeast Region under Regional Director Julie Fox.
The recognition spans across multiple states including Delaware, Massachusetts, Maryland, New Jersey, Pennsylvania, Texas, and Washington D.C. The teams are part of the third annual Forbes ranking, which features over 5,300 teams collectively managing more than $7 trillion in assets. The ranking is based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS announced that 32 advisor teams in its South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The teams, operating under Market Executive Greg Achten and Regional Director Julie Fox, represent various locations across Tennessee, Georgia, Louisiana, Mississippi, and South Carolina.
Notable among the recognized teams is Family Office Partners from Nashville, TN, which ranked #1 in Tennessee. The recognition is part of Forbes' third annual list, which features over 5,300 teams collectively managing more than $7 trillion in assets. The ranking criteria included qualitative and quantitative factors such as interviews, compliance records, and revenue generation for their firms.
UBS announced that 23 advisor teams in its South Atlantic Wealth Management Market have been recognized on the 2025 Forbes Best-in-State Wealth Management Teams list. The market, led by Market Executive Jake Shine under Regional Director Julie Fox's Southeast Region, saw notable recognition including Wickham Cash Partners ranking #1 in North Carolina – West.
The recognized teams span across multiple locations including Charlotte, Chapel Hill, Greensboro, Raleigh, Greenville, Winter Park, Bethesda, McLean, Norfolk, and Richmond. The Forbes list comprises over 5,300 teams managing collectively more than $7 trillion in assets. Teams were selected based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS reported a net profit of USD 0.8bn for Q4 2024 and USD 5.1bn for full-year 2024. The bank demonstrated strong client momentum with USD 18bn of net new assets in Global Wealth Management for Q4 and USD 97bn for FY24. Asset Management saw net new money of USD 33bn in Q4 and USD 45bn in FY24.
The company achieved all key integration milestones in 2024 following the Credit Suisse acquisition, delivering USD 3.4bn in gross cost savings for FY24. UBS maintained a strong capital position with a 14.3% CET1 capital ratio and proposed a dividend increase of 29% YoY to USD 0.90 per share.
Looking ahead, UBS plans to repurchase USD 1bn of shares in H1 2025 and aims for up to USD 2bn more in H2. The bank targets an underlying RoCET1 of ~15% and underlying cost/income ratio of <70% by end-2026.
UBS Wealth Management USA announced that The Stephens Group, led by private wealth advisors Jason Stephens and Michael Lundon in Naples, Florida, has been ranked No. 6 in Florida on the Forbes Best-In-State Wealth Management Teams list for 2025.
The third annual Forbes-SHOOK ranking evaluates over 5,300 teams managing combined assets of $7 trillion, using both qualitative criteria through interviews and quantitative data. The recognition adds to The Stephens Group's impressive track record, with Jason Stephens previously being featured on Forbes Best-In-State Wealth Advisors list (2018-2024), Forbes America's Top Wealth Advisors list (2017-2024), and Barron's Top 1,200 Financial Advisors list (2014-2024).
Due to the information provided in the press release fragment, I can only summarize that UBS has announced a collaboration with Engle Volatility Consulting , led by Nobel Laureate Dr. Robert F. Engle, to develop a methodology for volatility-controlled indices. The initiative aims to create rules-based systematic investment strategies for enhanced exposure to various underlying assets.
UBS Wealth Management US announced that their advisor team Montage Financial Group has been ranked #34 on the Forbes America's Top Wealth Management Teams Private Wealth list for 2024. The team, led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek, operates across Denver, Las Vegas, and Lincoln.
The team specializes in guiding ultra-high net worth and high net worth clients through complex wealth challenges, focusing on accounts with $10 million or higher. This recognition is part of Forbes' third annual ranking, which features 100 teams managing cumulative assets of nearly $1.2 trillion. The ranking was compiled by SHOOK Research using both quantitative and qualitative data, including interviews.
UBS Wealth Management USA has announced a significant organizational restructuring, transitioning from two national divisions to four regions. As part of this change, Julie Fox has been appointed Regional Director for the Southeast region, overseeing four newly appointed Market Executives:
- Brendan Graham (Mid-Atlantic Market)
- Jake Shine (South Atlantic Market)
- Greg Achten (South Market)
- Lane Strumlauf (Florida Market)
The Southeast Region includes major wealth centers such as Philadelphia, Washington D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa. The reorganization aims to enhance decision-making speed and client responsiveness. UBS plans to open new office space in Washington, D.C. in May 2025, demonstrating its commitment to growing market share in key wealth centers.
UBS Private Wealth Management has announced that Michael Rubenstein is joining The Matina Group at UBS in Naples, Florida. Rubenstein, who brings over 15 years of experience in legal and wealth management industries, will focus on business development, relationship management, trust, estate and financial planning, and investment management.
The Matina Group, a thirteen-person multigenerational team with offices in Naples, Short Hills, and New York City, has been serving clients across the U.S. for over two decades. Rubenstein previously worked as a senior fiduciary advisor for a bank trust company and holds multiple credentials including JD, MBA, LL.M, and CTFA. He is licensed to practice law in Florida and New Jersey.
A Southwest Florida native, Rubenstein graduated cum laude from Vanderbilt University and holds advanced degrees from the University of Miami and Villanova University. He is actively involved in the community, serving on various boards including the Jewish Federation of Greater Naples and the Starabilty Foundation.
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