RED BANK, N.J.--(BUSINESS WIRE)--
In September of 2019, Forbes Magazine unveiled its annual list of the top financial advisors in the U.S. Ira Walker, founder and head of UBS team, , was ranked #12 on the nationwide Top 250 Wealth Advisors, 2019 list. In January of 2020, Ira Walker received a #1 ranking on the Forbes Best-In-State Wealth Advisors, for New Jersey in 2020.
Walker Wealth Management is a boutique multi-family office within the Private Wealth Management division of UBS Financial Services, Inc. Ira Walker focuses on managing assets for ultra-high net worth and institutional clientele. Although Walker Wealth Management currently advises and manages over a billion dollars1 in assets, the team makes it a point to provide an intimate family office environment.
Walker has designed a team capable of managing virtually all of the financial affairs unique to their esteemed clientele. That allows clients to enjoy individualized round-the-clock attention. “Open communication between our clients, our team, and often their other financial professionals, is the key to serving their personalized strategic vision,” Walker explains.
As part of a family office environment, clients of Walker Wealth Management receive comprehensive concierge services. The team collaborates with the client’s other advisors and professionals, while offering access to an exclusive network of products and resources. That level of involvement ensures seamless, expedited financial management. “We get to know our clients deeply,” Walker says, “and we understand that greater wealth brings greater complexities. Our job is to make our clients’ lives incredibly more simple.”
These rankings from Forbes add to a growing list of prestigious honors and recognitions bestowed upon Walker and his team. In 2008, Research Magazine named him the youngest member in history to be inducted into Research Magazine's Advisor Hall of Fame. He was ranked as New Jersey’s #1 financial advisor by Barron's Top 1000 Advisors in the U.S. in 2010 and 2011, state by state ranking and has been included in the Financial Times 400 Top Financial Advisors list for 2019, 2014-2017.
For both lists and further information visit:
Notes to Editors
About UBS Global Wealth Management
As one of the world's largest wealth managers, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted 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 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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1 Assets under management as of January, 2020
Accolades are independently determined and awarded by their respective publications. Accolades can be based on a variety of criteria including assets under management, revenue, compliance record, length of service, client satisfaction, type of clientele and more. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures.
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