Best-in-State · rank 60 · Scottsdale, Arizona · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Wealth Management (high)
- “firm":"UBS Wealth Management"” — forbes_shook
- Parent company — UBS AG (high)
- “UBS Wealth Management is a division of UBS, a leading global financial services firm” — firm_official
- Firm type — wirehouse (high)
- “UBS Wealth Management” — forbes_shook
- Team name — gap: not_found_after_search
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- Years experience — gap: not_found_after_search
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Book of business
- Team AUM ($M) — 374 (high)
- “"Team Assets (Custodied)":"$374M"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 12.5 (high)
- “"Typical Net Worth of Relationships":"$500K-25M"” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “UBS Wealth Management (wirehouse)” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
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- Has podcast — gap: not_found_after_search
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Visual brand
- Has distinct logo — no (high)
- “UBS Wealth Management uses corporate UBS branding” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — UBS corporate branding (red/blue palette, institutional typography) (medium)
- “UBS Wealth Management corporate branding” — firm_official