Latest news with #UBSPrivateWealthManagement
CNBC
17 hours ago
- Business
- CNBC
UBS' Alli McCartney: Here's why the bull market remains intact
Alli McCartney, UBS Private Wealth Management managing director, joins CNBC's 'Squawk on the Street' to discuss market outlooks, why momentum tech stocks may be lagging, and much more.
CNBC
27-05-2025
- Business
- CNBC
Invest in parts of sectors driven by secular themes, says UBS' McCartney
Alli McCartney, UBS Private Wealth Management managing director, joins 'Power Lunch' to discuss why investors should focus on 'selective' tech, if a longer time horizon is better for investors, and much more.
Business Wire
28-04-2025
- Business
- Business Wire
UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
NEW YORK--(BUSINESS WIRE)--UBS Private Wealth Management announced that Adam Epstein, a Private Wealth Advisor in the firm's 1285 Avenue of the Americas office, has been named to the Forbes America's Top Wealth Advisors list for 2025. Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management. Adam and his team offer clients the sophisticated investment consulting and private wealth services of a global firm, combined with the personalized service of a boutique. Their deep knowledge of investment, tax, and estate planning strategies is essential for helping clients grow, protect, and preserve their wealth across generations. While clients value the team's market insights and prudent portfolio management, Adam and his team know that family is central to their clients' lives. By understanding each family's values, Epstein Partners creates customized plans that address the needs of multiple generations, uphold principles, and establish a lasting legacy for their clients. Adam is among a select group of Private Wealth Advisors at UBS who have earned the Family Office Consultant and Institutional Consultant designations. Prior to joining UBS in 2015, Adam was a Director at Credit Suisse, a Principal at Bernstein, and a Vice President at Merrill Lynch. He holds the Certified Investment Management Analyst ® (CIMA ®) designation and is a graduate of Bucknell University, where he was a varsity tennis team member. Adam resides in Greenwich, CT with his wife and their three children. For the past six years, Adam Epstein has been recognized on the Forbes Top Wealth Advisors list (2019-2025). Epstein Partners at UBS Private Wealth Management has also both been recognized by Forbes as a Top Wealth Management Team for the last four years. In honor of the team's achievements, Forbes recently spoke with Adam about his background, competitive edge and investment approach with clients. The article can be viewed here. The top 250 advisors featured in the 2025 Forbes America's Top Wealth Advisors list oversee nearly $2 trillion in cumulative assets. The rankings, compiled by SHOOK Research, use quantitative and qualitative data, including interviews, to rank candidates nominated by their firms. For the full list and further information please visit: Notes to Editors About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). © UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only. For more information on third-party rating methodologies, please visit
Bloomberg
01-04-2025
- Business
- Bloomberg
Bloomberg Daybreak Asia: Tariff Volatility Lingers
On today's episode, a discussion on how the latest bouts of market volatility ahead of new reciprocal tariffs from the Trump White House may be giving investors pause. We speak with Brad Bernstein, Managing Director at UBS Private Wealth Management. Plus - how the rollout of those tariffs later this week may drive emerging-market volatility, and why Asian markets may be at risk given the large trade imbalance with the United States. We hear from Aoifinn Devitt, Chief Global Market Strategist at Moneta Group Investment Advisors.
Yahoo
18-03-2025
- Business
- Yahoo
Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40
SAN DIEGO & PHOENIX, March 18, 2025--(BUSINESS WIRE)--UBS is proud to announce that three of the firm's financial advisors in its Pacific Desert Market areas of Southern California and Arizona have been named to the Financial Planning Top 40 Brokers Under 40 listing for 2025. Nationwide, UBS held 12 of the 40 top spots. The Top 40 under 40 list honors advisors who were age 39 or younger by Dec. 31, 2024, and who are registered with a wealth management firm in the employee channel. They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms. "These talented advisors already have demonstrated expert knowledge and a deep commitment to helping our clients plan for their families' financial needs now and into the future," said Justin Frame, Pacific Desert Market Executive, at UBS. "They represent the future of the wealth management industry, and I'd like to congratulate each of them on this achievement. We look forward to their continued success in helping us deliver exceptional services to our clients." The advisors named to the 2025 Financial Planning Top 40 under 40 list include: Stockton Schultz, located in Phoenix, ranks 25th on the list at 36 years of age. Bryan Thompson, located in downtown San Diego, ranks 28th on the list. Bryan is 39 years old. Scott MacDonald, located in Scottsdale, ranks 30th on the list nationwide at 39 years old. Scott works with ultra-high-net-worth clients through UBS Private Wealth Management. Altogether, the 2025 Top 40 Brokers Under 40 generated just over $215 million in annual revenue. That was up slightly over $207 million last year. On average, brokers on the top 40 under 40 list this year generated nearly $5.4 million a year, similar to last year. Financial Planning uses production totals that are verified by each broker's employer to determine the rankings. The reported trailing 12-month production and AUM were tabulated as of Sept. 31, 2024. For the full list, visit: Notes to Editors: Photos available upon request About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). © UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. View source version on Contacts Media Contact: Hilary McCarthy774-364-1440hilary@ Sign in to access your portfolio
