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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Contacts
Christina Aquilina
Christina.aquilina@ubs.com
