UBS advisor team in the Midwest market named among Barron’s Top 100 Private Wealth Management Teams
DENVER–(Business WIRE)–UBS Personal Prosperity Management introduced nowadays that its Montage Money Team advisor team in the firm’s Midwest Private Prosperity Administration market place has been named among the the Barron’s list of Best 100 Personal Prosperity Groups, ranking 28th on the checklist for 2022.
“We are incredibly proud of the complete workforce for this very well-earned recognition,” reported Michael Gatewood, Midwest Current market Head at UBS Personal Prosperity Management. “These advisors go previously mentioned and beyond for their clients and repeatedly deliver the optimum degree of pro economic assistance with responsive, private service.”
With workplaces in Colorado, Nevada and Nebraska, Montage Monetary Team specializes in furnishing significant web worth persons, families and corporate entities with financial advice which include liability administration, estate setting up, tax optimization and philanthropic strategies. The 17 member workforce focuses on integrating generational monetary setting up with a systematic, procedure-driven tactic to sophisticated prosperity management.
The Barron’s Leading 100 Non-public Wealth Administration Groups are rated on a assortment of factors, which includes assets under management, revenue generated for the company, regulatory file, quality of practice and philanthropic do the job.
For the whole list and even more info, visit: https://www.barrons.com/advisor/report/best-economic-advisors/non-public-prosperity.
Notes to Editors
About UBS
UBS convenes the world-wide ecosystem for investing, where by men and women and thoughts are connected and chances introduced to lifetime, and presents economic tips and methods to rich, institutional and company customers around the world, as very well as to non-public customers in Switzerland. UBS gives investment decision alternatives, products and impactful believed leadership, is the primary worldwide wealth manager, provides large-scale and diversified asset administration, focused financial commitment banking capabilities, and individual and company banking companies in Switzerland. The company focuses on enterprises that have a powerful competitive position in their concentrate on markets, are capital productive and have an eye-catching prolonged-time period structural expansion or profitability outlook.
UBS is existing in all important fiscal centers throughout the world. It has offices in much more than 50 areas and locations, with about 30% of its workers performing in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Team AG employs extra than 72,000 people close to the entire world. Its shares are stated on the Six Swiss Trade and the New York Inventory Exchange (NYSE).
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