Wealth Management Americas
UBS Advisors have the experience and expertise to address the full range of clients’ needs across their financial lives. See disclosure below.
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.
UBS Advisors have the experience and expertise to address the full range of clients’ needs across their financial lives.
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.
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Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
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