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)

13.3K

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 Investment Solutions & Managing Director

Assistant Market Head, Greater Florida

Senior Portfolio Manager & Financial Advisor

Senior Vice President & Private Wealth Adviser, Castronuovo DeForest Partners

Owner

Owner

Board of Directors

Co-President & Director at UBS Americas, Inc.

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UBS Financial Services, Inc.
Recent Transactions
Details Hidden

Silver Crest Acquisition Corp. issued USD Units Consisting of Ordinary Shares and Warrants

Details Hidden

Adit Edtech Acquisition Corp. issued USD Units Consisting of Common Stock and Warrants

Details Hidden

Lion Capital LLP purchases Paige LLC from TSG Consumer Partners LLC

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

Clients

Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$5.63B
Non-Profit Donations & Grants
$100 - $999
2020
$50K - $100K
2020
Political Donations
$150
2014
$500
2011
$1,000
2010
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