UBS announced today that it has opened its second Private Wealth Management office dedicated to serving the specialised needs of the firm’s ultra high net worth clients.
The office is part of a series of planned offices nationwide that will offer a comprehensive suite of brokerage, trust and private banking services.
Private Wealth Advisors have completed the firm’s internal accreditation program that focuses on a range of wealth management strategies. Clients of Private Wealth Management will be able to draw upon the expertise of professionals who specialise in trust and estate planning, lending services, charitable giving, investment management, alternative investments and structured products.
“Through the opening of this new office, we are pleased to be able to expand our ability to offer our ultra high net worth clients a holistic approach to meet their unique financial planning needs,” says John Straus, Head of Private Wealth Management and Chairman of the Private Bank.
The new office will be managed by Joseph Hubbell, Director, reporting to Frank Minerva, Managing Director and head of the Private Wealth Management office.