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Deutsche Bank Wealth Management - Company Profile and SWOT Analysis
Summary Deutsche Bank Wealth Management - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Deutsche Bank Wealth Management (DBWM), the wealth management arm of Deutsche Bank AG, offers customized wealth management solutions and private banking services such as discretionary po...
UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)-- UBS Investment Bank today announced coupon payments for 12 Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus Supplement* Coupon Valuation Date Ex- Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) PYPE** 6/30/2021 7/13/2021 7/14/2021 7/22/2021 $0.3204 Quarterly 6.54% MLPB** 6/30/2021 7/13/2021 7/14/2021 7/22/2021 $0.2639 Quarterly 6.25% AMNA** 6/30/2021 7/13/2021 7/14/2021 ...
UBS Advisor Melissa Corrado-Harrison Named to the Barron’s Top 100 Wom...
DENVER--(BUSINESS WIRE)-- UBS Private Wealth Management today announced that Melissa Corrado-Harrison, a Private Wealth Advisor in the firm’s downtown Denver office, has been named to the Barron’s Top 100 Women Financial Advisors list for 2021. For nearly 30 years, ultra-high net worth individuals, families and corporations have relied upon Melissa for customized strategies to address their complex wealth management needs. Her background in long-term planning and strategy accounts for her strong emphasis on wealth preservation and conservative, controlled growth. Melissa leads her team and di...
CORRECTING and REPLACING Three UBS Advisors in Long Island, New York, ...
MELVILLE, N.Y.--(BUSINESS WIRE)-- Please replace the release with the following corrected version due to multiple revisions. The updated release reads: THREE UBS ADVISORS IN LONG ISLAND, NEW YORK, NAMED TO FORBES/SHOOK BEST-IN-STATE WEALTH ADVISORS LIST UBS Wealth Management USA announced today that , Financial Advisors in the firm’s Melville, New York office, have been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. With more than 80 years of combined experience in the financial services industry, Paul, Matt, and Brian have dedicated their careers to workin...
UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)-- UBS Investment Bank today announced coupon payments for 5 Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus Supplement* Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) HDLB** 6/1/2021 6/11/2021 6/14/2021 6/22/2021 $0.1148 Monthly 8.85% SMHB** 6/1/2021 6/11/2021 6/14/2021 6/22/2021 $0.1181 Monthly 11.78% PFFL** ...
Six-Person Advisor Team Joins UBS Private Wealth Management in San Fra...
SAN FRANCISCO--(BUSINESS WIRE)-- UBS Private Wealth Management announced today that John “JT” Davenport, Angela Colombani and Sean Livingston have joined the firm in San Francisco, California. The team brings over five decades of combined experience to UBS and joins the firm after more than 10 years at J.P. Morgan Private Bank, where they built a successful business advising ultra-high-net-worth families. They manage $10.5 billion in client assets. In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers...
UBS Advisor Tom Mahoney Named to Forbes/SHOOK Best-in-State Wealth Adv...
LOS ANGELES--(BUSINESS WIRE)-- UBS Private Wealth Management announced today that Thomas “Tom” Mahoney, a Private Wealth Advisor and Senior Portfolio Manager with the firm in Los Angeles, California, has been named to the 2021 Forbes/SHOOK Research Best-in-State Wealth Advisors list. “I’m proud to see that Tom has yet again been recognized to this prestigious list,” said Lauren Gorsche, West Coast Complex Director at UBS Private Wealth Management. “He continuously provides his clients with the highest level of expert financial advice, and his dedication and attentiveness makes him an asset to...
UBS Declares Quarterly Coupon Payments on Exchange Traded Note: AMUB
NEW YORK--(BUSINESS WIRE)-- UBS Investment Bank today announced coupon payments for the (NYSE Arca: “AMUB”), traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus Supplement* Coupon Valuation Date Ex- Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized)** AMUB 05/17/21 05/27/21 05/28/21 06/08/21 $0.2083 Quarterly 6.84% * The table above provides a hyperlink to the relevant prospectus and supplements thereto for each of our ETRACS ETNs, which are identified by their names. For more informatio...
$1.8 Billion Advisor Team Joins UBS Private Wealth Management in Texas
FORT WORTH, Texas--(BUSINESS WIRE)-- UBS Private Wealth Management today announced that Financial Advisors John Farrell and Joel East have joined the firm in Fort Worth, Texas. John and Joel join UBS as a team after having been advisors at J.P. Morgan’s Private Bank. Collectively they manage $1.8 billion in client assets and have several years of experience working with ultra-high net worth clients. “We’re excited to welcome John and Joel to the firm,” said Paige Hicks, Fort Worth Branch Manager at UBS Wealth Management USA. “Their experience and dedication to their clients will be a great a...
UBS Advisor David J. Van Acker Named to Forbes/SHOOK Best-in-State Wea...
WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that , a Financial Advisor in the firm’s Westlake Village, California office, has been named to the Forbes/ SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the third year he has been named to the list. “We are proud that David has been recognized to this prestigious list," said Louis Skertich, Westlake Village Branch Manager at UBS Wealth Management USA. "He continuously provides his clients with the highest level of expertise, which is why so many long-term clients consider him to be a t...
UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)-- UBS Investment Bank today announced coupon payments for 5 Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus/ Pricing Supplement* Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) HDLB** 4/30/2021 5/12/2021 5/13/2021 5/21/2021 $0.1264 Monthly 8.69 % SMHB** 4/30/2021 5/12/2021 5/13/2021 5/21/2021 $0.0908 Monthly 12.24 % PFFL** 4/30/2021 5/12/2021 5/1...
UBS Own Your Worth Report Finds That Only 20% of Couples Participate E...
NEW YORK--(BUSINESS WIRE)-- Despite decades of incremental progress, UBS’s report finds that nearly half of the women (48%) surveyed said their spouse takes responsibility for long-term financial decisions such as investing, financial and estate planning. This year’s report surveyed 1,500 high-net-worth men and women in marriages or partnerships and showed that while women continue to make strides in the workplace, there is still a long way to go in achieving equality at home. Surprisingly, only one in five (20%) couples say they make financial decisions together, but overwhelmingly believe t...
UBS Advisor Stephen W. Davis Named To Forbes/SHOOK Best-in-State Wealt...
WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that in the firm’s Westlake Village office, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the fourth year that Stephen has been named to the list. “I’m proud to see that Stephen has yet again been recognized to this prestigious list,” said Jaron R. Singletary, West Los Angeles Market Head at UBS Wealth Management USA. “Very few people are truly motivated by doing their absolute best every day for themselves and for others, and Stephen’s commitment is reflec...
UBS Expands Zero Management Fee Offering for Separately Managed Accoun...
NEW YORK--(BUSINESS WIRE)-- UBS Wealth Management USA (WM USA) is pleased to announce it will expand its offering of zero fee Separately Managed Accounts (SMA), with no additional investment manager fee, to include model portfolios developed by BlackRock, Capital Group, home of American Funds, Dimensional Fund Advisors, J.P. Morgan, Natixis Investment Managers and Nuveen. Starting May 5, clients will have access to eight model portfolio suites within this innovative pricing framework. Each model has been carefully constructed by its manager to address a range of objectives and enable UBS’s Fi...
UBS Advisor Frank J. Coiro Named to Forbes/SHOOK Best-in-State Wealth ...
NEW YORK--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that , a Financial Advisor in the firm’s New York City office, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the fourth year that Frank has been named to the list. "I’m extremely proud that Frank has been named to this prestigious list," said Joseph Lombardo, 1251 Avenue of the Americas Branch Manager at UBS Wealth Management USA. "He and his team are leading the way by offering clients the experience and guidance needed to help them pursue what matters most, both financial...
UBS Advisor Michael Matthews Ranked #1 in Washington State by Forbes/S...
BELLEVUE, Wash.--(BUSINESS WIRE)-- UBS Private Wealth Management announced today that , a Financial Advisor and Senior Portfolio Manager in the firm’s Bellevue office, has been ranked the #1 advisor in Washington State on the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the fourth year that Michael has been named to the list, and the second that he’s been ranked #1 for the state of Washington. "This recognition highlights once again the deep commitment that Mike has to his clients,” said Todd Locicero, West Coast Market Head at UBS Private Wealth Management. “His...
UBS Announces Successor Index to the Wells Fargo Business Development ...
NEW YORK--(BUSINESS WIRE)-- Wells Fargo Securities LLC as index sponsor (the “Index Sponsor”) of the Wells Fargo® Business Development Company Index (the “Original Index”), previously announced that the Original Index will be terminated after the close of trading on July 30, 2021. The two ETRACS ETNs highlighted in Table-1 below (the “ETNs”) are currently linked to the performance of the Original Index. Effective after market close on July 30, 2021 (the “Effective Date”), the Original Index will be replaced with a successor index, the MVIS US Business Development Companies Index (the “Success...
Percy “Master P” Miller Commits $10 Million to Support Opportunities T...
NEW YORK--(BUSINESS WIRE)-- Iconic hip hop artist, Percy “Master P” Miller, announced today a new initiative focused on improving racial equity within Black, Indigenous, and People of Color (“BIPOC”) communities. , will work with P. Miller Enterprises, owned and founded by Percy, to help the organization connect with individuals and business owners to increase economic empowerment in BIPOC communities and advance corporate racial equity. Percy has dedicated $10 million to launch the initiative and is calling for corporations, private equity firms and investors to join him in changing the narr...
UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)-- UBS Investment Bank today announced coupon payments for 12 Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus/ Pricing Supplement* Valuation Date Ex- Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) PYPE** 3/30/2021 4/12/2021 4/13/2021 4/21/2021 $0.3512 Quarterly 8.42% MLPB** 3/30/2021 4/12/2021 4/13/2021 4/21/2021 ...
UBS Financial Advisor Lauren Konstantin Recognized by Forbes/SHOOK Res...
WHITE PLAINS, N.Y.--(BUSINESS WIRE)-- UBS Wealth Management USA today announced that , a Financial Advisor in the firm’s White Plains office has been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list, and the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021. “We’re extremely proud that Lauren has been recognized to these prestigious lists," said Mara Glassel, Soundview Market Head at UBS Wealth Management USA. "She has achieved an incredible level of success as a Financial Advisor through her dedication, focus, and commitment to her clients.” Lauren joined UB...
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