UBS Wealth Management USA Shifts Leadership Roles to Drive Growth

March 6th, 2024, 1:15 PM

UBS Wealth Management USA has changed its leadership team, reassigning several senior managers to oversee niche and diverse client segments and broader sales roles. The move, detailed in an internal memo signed by Kevin Adams, head of national sales, aims to bolster revenue and asset growth by aligning leadership with broader growth mandates.

According to AdvisorHub, UBS has merged leadership roles within its strategic client segments group, consolidating responsibilities for small business owners, multicultural clients, pro athletes, and entertainers into broader growth-focused positions.

These changes come amidst UBS's strategic focus on enhancing productivity among its U.S. advisors and stabilizing earnings, as outlined in its three-year plan to drive international client growth and boost sales of banking products and investment referrals.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

UBS Wealth Management USA Shifts Leadership Roles to Drive Growth

March 6th, 2024, 1:15 PM

UBS Wealth Management USA has changed its leadership team, reassigning several senior managers to oversee niche and diverse client segments and broader sales roles. The move, detailed in an internal memo signed by Kevin Adams, head of national sales, aims to bolster revenue and asset growth by aligning leadership with broader growth mandates.

According to AdvisorHub, UBS has merged leadership roles within its strategic client segments group, consolidating responsibilities for small business owners, multicultural clients, pro athletes, and entertainers into broader growth-focused positions.

These changes come amidst UBS's strategic focus on enhancing productivity among its U.S. advisors and stabilizing earnings, as outlined in its three-year plan to drive international client growth and boost sales of banking products and investment referrals.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All