Top Wealth + Best-in-State · rank 1 · Wayzata, Minnesota · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — Panava Partners, UBS Private Wealth Management (high)
- “Panava Partners, UBS Private Wealth Management” — firm_official
- “IA UBS FINANCIAL SERVICES INC. 681 EAST LAKE STREET SUITE 354 WAYZATA, MN 55391 CRD# 8174 Registered with this firm since: 04/10/2012” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “Backed by the strength of our parent company, UBS AG” — firm_official
- Firm type — wirehouse (high)
- “This individual is currently registered with 10 SROs and is licensed in 43 U.S. states and territories through his or her employer.” — sec_finra_regulatory
- “Firm Name: UBS FINANCIAL SERVICES INC. Main Office Address: 1200 HARBOR BOULEVARD WEEHAWKEN, NJ 07086 Firm CRD#: 8174” — sec_finra_regulatory
- Team name — Panava Partners (high)
- “At Panava Partners, our relationships are built upon listening to the inspiring experiences and aspirations of our clients.” — firm_official
- Team size — 15 (medium)
- “Robert Metcalf Managing Director–Wealth Management Private Wealth Advisor” — firm_official
- CRD — 4591420 (high)
- “BrokerCheck Report ROBERT STERLING METCALF CRD# 4591420” — sec_finra_regulatory
- Years experience — 23 (high)
- “IA ALLIANCEBERNSTEIN L.P. CRD# 108477 NASHVILLE, TN 11/2002 - 04/2012” — sec_finra_regulatory
- “Prior to joining UBS Private Wealth Management in 2012, Rob was a Principal and Member of the Senior Investment Advisory Group of a New York based investment advisory firm where he served his clients since 2002.” — firm_official
- Designations — JD (high)
- “Education and credentials -B.A. University of Minnesota and University of Virginia -J.D. William Mitchell College of Law -Series 7, 63, and 65 securities licenses” — firm_official
Book of business
- Team AUM ($M) — 6100 (high)
- “Team Assets (Custodied): $6.1B” — forbes_shook
- Account minimum ($M) — 50 (high)
- “Minimum Account Size For New Business: $50M” — forbes_shook
- Typical client net worth ($M) — 262.5 (high)
- “Typical Net Worth Of Relationships: $25-500M” — forbes_shook
- Client niche — business owners pre/post-exit and multigenerational family-office families (high)
- “Rob is a Managing Director and Family Office Consultant within the Private Wealth Management Group of UBS. Rob and his team provide comprehensive, multi-generational investment planning, advice and wealth management serv” — firm_official
- “Helping businesses and entrepreneurs thrive” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “Panava Partners, UBS Private Wealth Management” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/panavapartners/ (high)
- “Panava Partners, UBS Private Wealth Management - Wayzata, MN | UBS” — firm_official
- Value proposition (verbatim) — Sage advice. For all that matters. … At Panava Partners, our relationships are built upon listening to the inspiring experiences and aspirations of our clients. Like the rhythm created by the Panava drum, our mission is to guide. Our drumbeat is created by the full breadth of our global resources, the tenured experience of our professionals and the passion of our team members, which transport your experiences and accomplishments into a legacy of meaning and purpose as defined by you. (high)
- “At Panava Partners, our relationships are built upon listening to the inspiring experiences and aspirations of our clients. Like the rhythm created by the Panava drum, our mission is to guide. Our drumbeat is created by ” — firm_official
- Differentiators — Sanskrit "Panava" drum brand metaphor — listening and guiding to a client-defined legacy, Business transition, exit and succession planning across the full ownership lifecycle, Family office services for multigenerational wealth, Global scale of UBS: $7trn invested assets, 51 countries, Experienced advice / exceptional service from a tenured 15-person team (high)
- “Experienced advice Exceptional service Business owners Multigenerational wealth Family office services” — firm_official
- “Whether you have built your business over the last decade or a lifetime, we understand the passion, risks and hard work it takes to succeed. When contemplating a transition in ownership, there are many options and critic” — firm_official
- Content marketing — occasional (low)
- “Panava Partners Global resources Experienced advice Exceptional service Business owners Multigenerational wealth Family office services” — firm_official
- Has podcast — no (medium)
- “Home (current) Meet the team Contact” — firm_official
- Books published — 0 (low)
- “Past experience -Bernstein Private Wealth Management (New York) -Attorney” — firm_official
- Linkedin url — https://www.linkedin.com/in/metcalfrs/ (low)
- “Robert Metcalf - UBS | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- Press awards — Barron's Top 100 Private Wealth Management Teams, 2022, 2023, Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026, Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024, 2025, Barron's Top 1,500 Financial Advisors, 2026 (high)
- “Barron’s Top 100 Private Wealth Management Teams, 2022, 2023 The Barron's rating is awarded annually in April based on information from the prior year Q4. Barron’s Top 250 Private Wealth Management Teams, 2024, 2025, 202” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Logo url — https://advisors.ubs.com/panavapartners/mediahandler/media/321450/UBS_Logo_Semibold.svg (medium)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS advisor-site template: white ground, UBS red accent icons (Money-red.svg, Earth_globe-red.svg, Mountain_peak-red.svg), clean sans type, warm lifestyle photography — multigenerational family picnic aerials, grandmother with candles, team portraits on neutral backdrops. (medium)
- “src="mediahandler/media/453444/Money-red.svg"” — firm_official
- “src="mediahandler/media/484409/YC-PWM-Family picninc aerial-692-402.jpg"” — firm_official
