New York, NY, April 27, 2021 – UBS today announced that 40 Financial Advisors from across the US have been recognized by Barron’s for their time, commitment and dedication to their clients. Thirteen advisors were named to Barron’s Top 100 Financial Advisors list, 19 ultra-high net worth-focused advisor teams were named to Barron’s Top 100 Private Wealth Management Teams list, and eight institutional-focused advisor teams were named to Barron’s Top 100 Institutional Consulting Teams list.
“Congratulations to all of the individual advisors and teams who have been recognized by Barron’s for their commitment to their clients,” said Jason Chandler, Head of UBS Wealth Management USA. “They represent some of the best advisors and teams at the firm and across the industry, and I look forward to their continued success.”
This year, 13 of the 19 UBS teams that made the Top 100 Private Wealth Management Teams list ranked for the first time. Additionally, UBS has more than doubled the number of teams on both the Top 100 Private Wealth Management Teams list and Top 100 Institutional Consulting Teams list from the previous year.
UBS advisors named to this year’s Top 100 Financial Advisors list include:
UBS teams named to this year’s Top 100 Private Wealth Management Teams list include:
UBS teams named to this year’s Top 100 Institutional Consulting Teams list include:
This year’s Top 100 Financial Advisors list shines a spotlight on the nation’s best wealth managers. Every advisor will have his or her own approach to investing, financial planning, and other services. For the full list and further information visit: https://www.barrons.com/report/top-financial-advisors/100.
This year’s Top 100 Private Wealth Management Teams list highlights teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including the resources they have at their disposal to serve their client bases. For the full list and further information visit: https://www.barrons.com/report/top-financial-advisors/private-wealth.
This year’s Top 100 Institutional Consulting Teams list highlights the nation’s top teams who specialize in investing for large organizations, including pension plans, university endowments and charitable foundations. These teams also serve individual investors, many of whom want institutional-style oversight of their investments. For the full list and further information visit: https://www.barrons.com/report/top-financial-advisors/institutional.
Notes to Editors
About UBS Global Wealth Management
As 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.
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).