New York, NY, April 6, 2021 – UBS is proud to announce that 151 Financial Advisors in the US were named to Barron’s Top 1,200 Financial Advisors list for 2021.
This year, UBS advisors represent 12% of the list, with 47 sitting in the firm’s Private Wealth Management business, serving ultra-high-net-worth clients. Additionally, six UBS advisors were ranked first in their respective states – with two advisors ranking first for the first time.
“We’re extremely proud of all of our advisors that were recognized by Barron’s,” said Jason Chandler, Head Wealth Management USA at UBS. “Their continued commitment and dedication to their clients is exceptional and we’re pleased they are recognized as being some of the best and most productive advisors in the industry.”
With an average industry tenure of 30 years, this year’s Top 1,200 Advisors and their teams typically serve 750 households, each of which has an average of $14 million to invest. Each advisor manages approximately $3 billion in client assets and has an average client-retention rate of 98.4%.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, 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.
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).
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