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Industry Center > > UBS Financial Services Inc. Company Profile
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UBS Financial Services Inc. Company Profile
UBS Financial Services represents the US business of UBS's Wealth Management Americas segment. The broker-dealer offers an array of investment products and services to affluent clients with more than $250,000 to invest. Its offerings include banking services, stocks, bonds, mutual funds, insurance, estate planning, philanthropic advice, and access to alternative investments such as hedge funds. The company even offers investment services for art lovers and administers employee stock option plans for corporations. UBS Financial Services has a network of some 7,000 financial advisors across the US, Puerto Rico, and Canada. It has more than CHF 709 billion of assets under management.
Headlines for UBS Financial Services Inc.
UBS investment bank head Orcel adds British CEO role - memo
- Tue Dec 16
Former British regulator Sants to advise Abu Dhabi financial zone
- Tue Dec 16
Consumption activities seen boosting growth
- Fri Dec 19
UBS wants 'super-teams' to draw more assets from the very wealthy
- Tue Dec 9
30 CERTIFIED FINANCIAL PLANNER™ Professionals Named in Financial Times "FT 100 US Women Financial Advisers 2014"
- Mon Nov 24
UBS Investment sees slow in Malaysia’s economy
- Thu Dec 4
Decade of weak profits prompts rethink for global banks in China
- Thu Dec 11
Fear factor fades as global M&A hits seven-year high
- Sun 3:09 am ET
China stock connect scheme scorecard throws up surprises
- Sun 4:13 pm ET
Banks could join 'global capital race'
- Mon Dec 8
Contact Information
Address: 1285 Avenue of the Americas
New York, NY 10019
Phone:212-713-2000
Fax:
Financial Highlights
Fiscal Year End:December
Key People
CEO, UBS Group Americas: Robert J. (Bob) McCann
COO, UBS Wealth Management Americas: Dan Cochran
CFO and Chief Risk Officer, UBS Wealth Management Americas: John Dalby
Industry Information
Sector:
Industry:
Top Competitors
Merrill Lynch & Co., Inc.
Morgan Stanley (ms)
Wells Fargo Advisors, LLC
 


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