Wealth Management Americas

For redefining wealth management, we salute our 19 Advisors names to the Barron's Top 100.

For redefining wealth management, we salute our 19 Advisors names to the Barron's Top 100.

Latest News

April 2014

  1. Congratulations to our 19 Advisors named to the Barron’s Top 100

    News article | Tags: Media Releases Americas, USA, WM Americas News

    UBS Advisors have the experience and expertise to address the full range of clients’ needs across their financial lives. See disclosure below.

March 2014

  1. Congratulations to the 75 Advisors named to the Financial Times Top 400.

    News article | Tags: WM Americas News

    At UBS, our Advisors are focused on being true wealth managers in helping clients reach their financial goals. The 75 Advisors honored by the Financial Times exemplify this commitment to addressing the full range of clients’ needs across their financial lives. 

February 2014

  1. Congratulations to our record 164 Advisors named to the Barron’s Top 1,200*

    News article | Tags: WM Americas News

    UBS Advisors have the experience and expertise to address the full range of clients’ needs across their financial lives.

  2. UBS's fourth-quarter 2013 results

    News article | Tags: Price Sensitive Information, Quarterly Results, WM Americas News

Barron’s Top 100 criteria was based on thousands of filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

Barron’s ‘Top 1,200 Advisors: State-by-State,’ as identified by Barron’s magazine (2/24/2014), using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior manage¬ment, and philanthropic work. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co. 

Top 35 under 35 is a UBS internal recognition based on age, production statistics and compliance history.