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LOS ANGELES, December 20, 2022–(BUSINESS WIRE)–UBS Wealth Administration USA introduced at present that Bel-Air Wealth Administration, an advisor staff within the agency’s Metro Los Angeles Market, has been ranked fifty fifth within the Excessive Web Value Class on the Forbes America’s High Wealth Administration Groups record for 2022.
The Bel-Air Wealth Administration staff contains Monetary Advisors John Acker CFP® CIMA®, John Buchanan CFP® CIMA®, Mark Tunney, David Selig, and Todd Feiereisen, in addition to Group Associates Barbara Vlietstra, Ling Chang, Liliana Burneo-Brown, Grant Acker, and Jordan Schoenburg.
“We’re thrilled to see the Bel-Air Wealth Administration staff named to such a prestigious record,” mentioned Lauren Gorsche, Metro LA Market Head at UBS Wealth Administration USA. “These advisors and their staff are supremely devoted to delivering customized recommendation and steerage to assist their purchasers obtain their monetary and life targets, and we’re proud to see their arduous work and achievements acknowledged.”
Bel-Air Wealth Administration and their strategic companions handle a mixed $1.7 billion in shopper belongings1, offering wealth administration and investing options to excessive internet value people, executives, companies and household places of work. Their specialties embrace wealth planning, monetary methods, funding administration, asset allocation, tax issues and multigenerational property planning.
John Acker, John Buchanan, and David Selig have beforehand appeared on prime business recognition lists, together with Barron’s High 1,200 Monetary Advisors (John Acker, 2022), Forbes America’s High Wealth Advisors (John Acker, 2022), and Forbes Greatest-in-State Wealth Advisors (John Acker, 2018-2022, John Buchanan, 2020-2021, David Selig, 2019-2022).
The inaugural Forbes America’s High Wealth Administration Groups Excessive Web Value record has 100 groups with cumulative belongings of $288 billion. The record was compiled by SHOOK Analysis, which makes use of quantitative and qualitative knowledge, together with interviews, to rank groups.
For the complete record and additional info, go to: https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/?sh=2c07e79023e1
Notes to Editors
About UBS
UBS convenes the worldwide ecosystem for investing, the place folks and concepts are linked and alternatives dropped at life, and offers monetary recommendation and options to rich, institutional and company purchasers worldwide, in addition to to personal purchasers in Switzerland. UBS affords funding options, merchandise and impactful thought management, is the main world wealth supervisor, offers large-scale and diversified asset administration, targeted funding banking capabilities, and private and company banking companies in Switzerland. The agency focuses on companies which have a robust aggressive place of their goal markets, are capital environment friendly and have a horny long-term structural development or profitability outlook.
UBS is current in all main monetary facilities worldwide. It has places of work in additional than 50 areas and places, with about 30% of its workers working within the Americas, 30% in Switzerland, 19% in the remainder of Europe, the Center East and Africa and 21% in Asia Pacific. UBS Group AG employs greater than 72,000 folks around the globe. Its shares are listed on the SIX Swiss Alternate and the New York Inventory Alternate (NYSE).
© UBS 2022. All rights reserved. The important thing image and UBS are among the many registered and unregistered emblems of UBS. Though neither UBS Monetary Providers Inc. or its workers pay a payment in trade for these scores, UBS could rent RJ Shook to be a speaker for occasions. Previous efficiency isn’t a sign of future outcomes. For press use solely.
1 As of November 2022
View supply model on businesswire.com: https://www.businesswire.com/information/house/20221220005008/en/
Contacts
Media:
Christina Aquilina
christina.aquilina@ubs.com
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