UBS Financial Services, Inc.

UBS Financial Services, Inc.

UBS Financial Services, Inc.

Overview
Date Founded

2016

Headquarters

1200 Harbor Boulevard Weehawken NJ United States 07086

Type of Company

Private

Employees (Worldwide)

13.4K

Industries

Investment Services & Portfolio Management
Accounting & Financial Services

Company Description

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Contact Data
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Executives & Employees

President

Chief Financial Officer

Chief Operating Officer

Head of Compliance & Operational Risk Control, UBS Group Americas & Wealth Management Americas

Head of Investment Solutions & Managing Director

Senior Portfolio Manager & Financial Advisor

Senior Vice President & Private Wealth Adviser, Castronuovo DeForest Partners

Owner

Chairman

Executive Director, Legal Department

Board of Directors

Head of Wealth Management, US at UBS Group AG

Group Managing Director at UBS Americas, Inc.

Former Chief Financial Officer at JP Morgan Securities LLC

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Recent Transactions
Details Hidden

Lion Capital LLP purchases Paige LLC from TSG Consumer Partners LLC

Details Hidden

Nationwide Private Placement Variable Account raised money in a private placement transaction

Details Hidden

Nationwide Private Placement Variable Account raised money in a private placement transaction

Transaction Clients
Investment Advisor

Advised on Nationwide Private Placement Variable Account raised money in a private placement transaction

Investment Advisor

Advised on Lincoln Life Flexible Premium Variable Life Account Z raised money in a private placement transaction

Investment Advisor

Advised on Campbell Multi-Strategy Trust raised money in a private placement transaction

Advisors & Consultants
Legal Advisor

Co-Chair, Litigation Practice Group at Gibson, Dunn & Crutcher LLP

Legal Advisor

Co-Chair, National Securities Litigation Practice Group at Gibson, Dunn & Crutcher LLP

Legal Advisor

Partner at Gibson, Dunn & Crutcher LLP

Key Stats and Financials As of 2019
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$8.61B
Non-Profit Donations & Grants
Political Donations
$150
2014
$500
2011
$1,000
2010
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