March 15, 2021 – UBS is proud to announce that 175 Financial Advisors in the US were named to Forbes/SHOOK Top Women Wealth Advisors list for 2022.
This year, UBS advisors represent 13% of the list, with 30 sitting in the firm’s Private Wealth Management business, serving ultra-high-net-worth clients.
“Congratulations to our UBS female Financial Advisors who were named to Forbes/SHOOK’s 2022 Top Women Wealth Advisors list,” said Jason Chandler, Head Wealth Management USA. “Their dedication, expertise and unwavering client focus is second-to-none and I am proud of their continuous commitment to clients.”
Forbes/SHOOK featured Jessica Guo, an Advisor from Wellesley, Massachusetts who grew up in Shanghai, China. Her team is the only team in the area with the license to help international clients and are therefore very familiar with important cross-border rules. She has a positive outlook for 2022 despite a rocky start to the year, basing some of her optimism on the predictions from the UBS investment office.
For the full list and further information visit: https://www.forbes.com/top-women-advisors/#2d1f2da751f4
Notes to Editors
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so we can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused 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, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).