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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.
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1285 Avenue of the Americas
New York, NY 10019
| | Phone: | 212-713-2000 | | Fax: | |
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Highlights | | Fiscal Year End: | December |
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Key People
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CEO, UBS Group Americas:
Robert J. (Bob) McCann
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COO, UBS Wealth Management Americas:
Dan Cochran
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CFO and Chief Risk Officer, UBS Wealth Management Americas:
John Dalby
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Industry Information
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