UBS advisor team in the Midwest market named among Barron’s Top 100 Private Wealth Management Teams
June 01 2022 - 11:30AM
Business Wire
UBS Private Wealth Management announced today that its Montage
Financial Group advisor team in the firm’s Midwest Private Wealth
Management market has been named among the Barron’s list of Top 100
Private Wealth Teams, ranking 28th on the list for 2022.
“We are extremely proud of the entire team for this well-earned
recognition,” said Michael Gatewood, Midwest Market Head at UBS
Private Wealth Management. “These advisors go above and beyond for
their clients and continuously provide the highest level of expert
financial advice with responsive, personal service.”
With offices in Colorado, Nevada and Nebraska, Montage Financial
Group specializes in providing high net worth individuals, families
and corporate entities with financial advice including liability
management, estate planning, tax optimization and philanthropic
strategies. The 17 member team focuses on integrating generational
financial planning with a systematic, process-driven approach to
complex wealth management.
The Barron's Top 100 Private Wealth Management Teams are ranked
on a variety of factors, including assets under management, revenue
produced for the firm, regulatory record, quality of practice and
philanthropic work.
For the full list and further information, visit:
https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth.
Notes to Editors
About UBS UBS convenes the global ecosystem for
investing, where people and ideas are connected and opportunities
brought to life, and provides financial advice and solutions to
wealthy, institutional and corporate clients worldwide, as well as
to private clients in Switzerland. UBS offers investment solutions,
products and impactful thought leadership, is the leading global
wealth manager, provides large-scale and diversified asset
management, focused investment banking capabilities, and personal
and corporate banking services in Switzerland. The firm focuses on
businesses that have a strong competitive position in their target
markets, are capital efficient and have an attractive long-term
structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2022. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results.
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Christina Aquilina Christina.aquilina@ubs.com
https://www.ubs.com
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