LOS ANGELES--(BUSINESS WIRE)--UBS Private Wealth Management announced today that financial advisor team, The Mahoney Group, based in the firm’s Los Angeles Private Wealth Management office, has been named to the Forbes Best-in-State Wealth Management Teams list for 2024. As an accomplished UBS Private Wealth Management team with over 36 years of experience, The Mahoney Group specializes in guiding private company founders and their families through the preparation, long-term planning and management of their ...

UBS Group AG’s (UBS) strong capital position, expansion strategies and business restructuring initiatives will continue to aid its financials. However, a rising expense base and increased litigation provisions will likely limit bottom-line growth in the near term. Over the years, UBS Group AG’s strategic partnerships and buyouts, as well as its business optimization plans, have been supporting its financials. In June 2023, UBS completed the acquisition of Credit Suisse. This move is expected to enhance capa ...

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UBS财富管理团队入选Forbes最佳州内团队名单 - UBS Wealth Management USA宣布有22个财务顾问团队入选2024年Forbes最佳州内财富管理团队名单[1] - 入选团队分布在南加州和夏威夷地区，其中9个团队来自橙县办公室，10个在圣地亚哥县，3个在檀香山[1] UBS财富管理团队荣获认可 - UBS Wealth Management USA太平洋沙漠市场负责人Justin Frame表示对团队的奉献精神感到自豪，团队致力于帮助客户实现财务目标和生活抱负[2] Forbes/SHOOK最佳州内财富管理团队排名 - Forbes/SHOOK最佳州内财富管理团队名单包括超过4100个团队，总资产达5.1万亿美元，由SHOOK Research编制，使用定量和定性数据进行排名[2] UBS全球财富管理机构介绍 - UBS是全球领先的财富管理机构，也是瑞士领先的综合银行，管理着5.5万亿美元的投资资产，帮助客户通过个性化建议、解决方案和产品实现财务目标[3] UBS总部和市场运营 - UBS总部位于瑞士苏黎世，在全球50多个市场运营，股票在瑞士交易所和纽约证券交易所上市[4]

PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that 21 advisor teams in the firm’s Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Best-in-State Wealth Management Teams list. “It is truly gratifying to see so many of our talented advisors receive national recognition for their hard work and dedication to clients,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “On behalf of myself and the UBS leadership team, we congratulate each of the ...

PARAMUS, N.J.--(BUSINESS WIRE)--UBS Private Wealth Management today announced that Financial Advisors Matthew Foley, Lawrence DeLuise and Christopher Butler have joined the firm. Together with their team, Foley, DeLuise & Associates, they manage more than $2 billion in client assets for ultra-high net worth individuals and families. Matt, Larry, and Chris are also joined by team members Jason Lipp, Deanna Wilson, Lori Macaluso, Greg Romano, Linsey Serafino and Emily Buske. Foley, DeLuise, & Associates joins ...

团队荣誉 - UBS Wealth Management USA宣布Rimmel Mehaffey Pessy Wealth Consulting Group团队被评为2024年《福布斯州内最佳财富管理团队》，连续两年在宾夕法尼亚州西部排名第一[1] - 团队的成功不仅体现了团队的综合才能，还体现了他们合作和解决问题的能力，始终把客户放在第一位[2] Jim Rimmel - Jim Rimmel拥有丰富的行业经验，持有多项证券执照和保险执照，拥有M.B.A.学位，活跃于当地社区，曾获多项行业奖项[3] Dan Pessy - Dan Pessy拥有超过20年的经验，专注于财富管理和退休规划，是UBS Wealth Advisor Program的毕业生，曾获得多项行业奖项[4]

UBS (NYSE:UBS) layoffs are coming as the Swiss bank looks to reduce its headcount following the absorption of Credit Suisse last year. According to UBS, it still has some measures to take before it can reap the benefits of bringing Credit Suisse into its fold. It looks like part of that will see it cut out jobs after the merger. This makes sense as some positions are likely redundant with overlap between employee responsibilities. What’s still unclear is how many workers will be affected by the UBS layoffs. ...

UBS Wealth Management USA宣布 - 七个团队入选2024年福布斯最佳州内财富管理团队名单[1] - 团队成员包括来自凤凰城的The Schultz Group、Biltmore Financial Group、Mountain View Wealth Management和Choy Group，以及来自图森的M&A Wealth Management和来自斯科茨代尔的Pope and Watson Wealth Management[2] - 两位亚利桑那州的顾问Jeoffrey Wasson和Owen Sweeney也入选了福布斯榜单，分别代表着Ethos Wealth Advisors和West Coast Wealth Management[9]