New York, NY, September 24, 2021 – UBS is proud to announce that 68 Advisors in the US have been named to the 2021 Forbes Top Next-Gen Wealth Advisors ranking.
The 2021 Forbes Top Next-Gen Wealth Advisors were selected by SHOOK Research and chosen based on an algorithm of qualitative and quantitative criteria, such as industry experience, revenue produced, assets under management, and compliance records. These top next-gen advisors represent the future of the wealth management industry.
“These UBS Advisors are in a special class,” said Jason Chandler, Head of Wealth Management USA . “Their dedication to serving our clients and communities comes with a relentless commitment to growth, excellence and doing the right thing. Congratulations to each of them on this well-deserved recognition.”
The minimum criteria set by Forbes/SHOOK include Individual AUM of $100M, Individual T12 Production of $600k, NYSE LOS of 4 years, UBS LOS of 1 year, birth year of 1982 or more recent and an acceptable HR and Compliance record.
While for some, it is their first year as UBS List Makers, others in list have achieved ranking through Forbes/SHOOK for three consecutive years.
Notes to Editors
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).