This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

UBS Launches Global Family Office In The Americas, Completes Strategic Global Expansion Initiative

Stocks in this article: UBS

UBS today announced the expansion of its Global Family Office (GFO) to the Americas region, completing the firm’s implementation of a strategy to extend its GFO business to serve clientele across Europe, Asia and the Americas. The GFO is a joint venture between UBS Investment Bank and UBS Wealth Management, focusing entirely on family offices with institutional-like profiles and requirements. With this expansion complete, UBS now offers GFO expertise in seven primary hubs: Zurich, Geneva, London, Hong Kong, Singapore, Sydney and New York.

“The expansion of the UBS GFO into the Americas marks a significant capstone to our strategy to bring our full firm to bear, globally, in support of large institutional and professional family offices around the world,” said Robert McCann, CEO of UBS Americas and CEO of UBS Wealth Management Americas.“ The result is a platform that responds to the highly tailored, complex needs of our global family office clients, in all markets where we do business.”

The UBS GFO places at its core a select group of financial advisers who have experience and training in working directly with GFO clients. In addition to providing access to UBS’s experts in its Wealth Management, Investment Bank and Prime Services divisions, the GFO features the following services globally:

  • Comprehensive global services with complete transparency to the GFO’s service team, including direct contact with UBS bankers, traders, specialists and sales teams*
  • Fully customizable and consolidated real-time reporting of holdings, balances, margin and risk profiles for assets held with UBS and elsewhere
  • Access to UBS research to provide intelligence on current investment trends
  • Family advisory services, including governance frameworks, governing bodies, corporate advisory, management platforms, asset holding structures, business succession plans, a young successors program and philanthropy strategies
  • Exclusive peer network of other UBS Global Family Office clients to share knowledge and identify potential new business opportunities

“The launch of GFO in the Americas allows us to be the only family office provider to combine institutional-level service and access with the holistic wealth management advisory services we supply across the firm,” said Juerg Zeltner, CEO of UBS Wealth Management. ”It is a powerful testament to the business strategy we have set out globally, and an important step in delivering the full breadth of our intellectual capital and resources to our clients worldwide.”

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

Jim Cramer's protégé, David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,672.60 -141.38 -0.79%
S&P 500 2,051.82 -11.33 -0.55%
NASDAQ 4,757.8790 +7.4820 0.16%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs