25 UBS Financial Advisors named to the Financial Times’ 401 Top Retirement Plan Advisors list for 2020

New York, October 30, 2020 – UBS is proud to announce that 25 financial advisors have been named to the Financial Times(FT) 401 Top Retirement Plan Advisors list for 2020. The list recognizes the top financial advisors across the country who focus on serving defined contribution (DC) retirement plans to companies across the U.S.

Despite the challenges the COVID-19 pandemic has presented, investors have continued to be committed to their long-term retirement plans. UBS’s retirement plan advisors have played an important role in supporting plan sponsors on how to navigate these troubling times, and help their employees stay invested in order to pursue the retirement they envision later in life.   

Learn more about the advisors on this year's list here.

METHODOLOGY:

The Financial Times 401 Top Retirement Plan Advisors list is independently produced annually by the Financial Times (FT). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the advisor’s future performance. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for inclusion in the FT 401.

About UBS Global Wealth Management

As the one of the world's largest wealth managers, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Private Wealth Management is a division within UBS Financial Services Inc.

About UBS 

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).