Top Wealth · rank 130 · New York, New York · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. (UBS Private Wealth Management) (high)
- “Andrew Kahner is a Managing Director at UBS and the founding member of Kahner Segal Partners.” — firm_official
- “ANDREW HOWARD KAHNER - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “As the world's leading wealth management firm, we leverage UBS' global network” — firm_official
- Firm type — wirehouse (high)
- “ANDREW HOWARD KAHNER - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- “Andrew Kahner is a Managing Director at UBS and the founding member of Kahner Segal Partners.” — firm_official
- Team name — Kahner Segal Partners (high)
- “Andrew Kahner is a Managing Director at UBS and the founding member of Kahner Segal Partners.” — firm_official
- Team size — 9 (high)
- “Andrew Howard Kahner” — firm_official
- CRD — 5272459 (high)
- “ANDREW HOWARD KAHNER - Investment Adviser at UBS” — sec_finra_regulatory
- Years experience — 18 (high)
- “Andrew brings more than 18 years of experience in wealth management, along with five years of prior institutional finance experience.” — firm_official
- “Since joining UBS in 2008, Andrew has built his practice with an entrepreneurial mindset.” — firm_official
- Designations — — (medium)
- “Andrew earned a BS in Business Information Systems and Logistics from the University of Maryland.” — firm_official
Book of business
- Team AUM ($M) — 2000 (high)
- “Team Assets (Custodied): $2B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size: "$2M"” — forbes_shook
- Typical client net worth ($M) — 26.5 (high)
- “Typical Net Worth of Relationships: "$3-50M"” — forbes_shook
- Client niche — business owners and entrepreneurs, family offices, athletes and entertainers, and senior corporate executives (high)
- “He advises a diverse group of clients that includes business owners and entrepreneurs, family offices, nonprofit organizations, medical professionals, athletes and entertainers, and senior corporate executives.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “ANDREW HOWARD KAHNER - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/kmss/ (high)
- “Global Access. Boutique Solutions.” — firm_official
- Value proposition (verbatim) — Global Access. Boutique Solutions. — An Individualized Wealth Management Approach: Our team provides holistic financial advice tailored to each client's unique situation. We manage and advise on both sides of the balance sheet; assets (what you own) and liabilities (what you owe). This includes advice on strategic borrowing for personal and business needs. (high)
- “Our team provides holistic financial advice tailored to each client's unique situation. We manage and advise on both sides of the balance sheet; assets (what you own) and liabilities (what you owe). This includes advice ” — firm_official
- “Global Access. Boutique Solutions.” — firm_official
- Differentiators — Global Access. Boutique Solutions., Advises on both sides of the balance sheet — assets and liabilities, including strategic borrowing, Over 50 years of combined investment experience on the team, In-house credentials: Certified Exit Planning Advisor, former lawyer, and CPA, Leverages UBS' global network including UBS Family Office Solutions and the global investment bank (high)
- “We manage and advise on both sides of the balance sheet; assets (what you own) and liabilities (what you owe). This includes advice on strategic borrowing for personal and business needs.” — firm_official
- “Over 50 years of combined investment experience” — firm_official
- Content marketing — active (medium)
- “From Quantum Theory to Quantum Reality: Dr. Yuping Huang's Playbook for the Real World” — firm_official
- Has podcast — no (high)
- “Insights by Ben Segal” — firm_official
- Books published — 0 (medium)
- “Andrew earned a BS in Business Information Systems and Logistics from the University of Maryland.” — firm_official
- Linkedin url — https://www.linkedin.com/in/andrew-howard-kahner-ba19b88/ (medium)
- “Andrew Howard Kahner - UBS | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Andrew Howard Kahner - UBS | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 250 Private Wealth Management Teams, 2026, Barron's Top 1,500 Financial Advisors, 2026, Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021 (high)
- “Barron's Top 250 Private Wealth Management Teams, 2026” — firm_official
- “Barron's Top 1,500 Financial Advisors, 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “UBS_Logo_Semibold.svg” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard UBS corporate template: navy, white and red three-keys mark, modern sans-serif with bold headlines; aspirational stock lifestyle photography (father-daughter mountain, senior couple at home). No team-specific visual identity. (high)
- “UBS_Logo_Semibold.svg” — firm_official