Tag : UBS

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Capital Markets Fintech News

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

Fintech News Desk
UBS Private Wealth Management (PWM) announced that Private Wealth Advisors John Hanley, Colin McKay and Michael Francis will be joining UBS. The team collectively manages over $3 billion in client assets. Read More: GlobalFintechSeries Interview with Sean Worthington, President at CloudCoin Consortium “We believe we have the strongest platform for......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech InsurTech News

Jennifer Lucovich Appointed as Financial Advisor at UBS Scottsdale Arizona Branch Office

Fintech News Desk
Jerrod Logan also appointed as Senior Wealth Strategy Associate UBS is proud to announce that Jennifer Lucovich has joined the firm as a Financial Advisor, Senior Vice President—Wealth Management in the Scottsdale Arizona branch office. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Jennifer is......
Elly Hardwick Appointed to the Board of Directors for Itiviti
Banking Fintech News

Elly Hardwick Appointed to the Board of Directors for Itiviti

Fintech News Desk
Itiviti, a leading technology and service provider to financial institutions worldwide, announced that Elly Hardwick had been appointed to its board of directors to further growth and technology-driven innovation plans for the company. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis Elly has 25......
New UBS Report Reveals That Joint Financial Participation Is the Key to Gender Equality
Fintech News

New UBS Report Reveals That Joint Financial Participation Is the Key to Gender Equality

Fintech News Desk
According to UBS Global Wealth Management’s latest Own Your Worth report, 74% of men and 82% of women see joint participation in long-term financial decisions as a necessary step to create gender equality. The report, which surveyed 1,825 high-net-worth investors in the US, found that a significant majority believe equal participation helps......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Fintech News

UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
Recognition of an exceptional career in Financial Services UBS announced that Private Wealth Advisor Katerina Simonetti in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included.......
Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List
Fintech News

Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List

Fintech News Desk
Forbes has announced its annual ranking of Top Women Wealth Advisors across the United States. Two UBS financial advisors from the local area have been included: Courtney Liddy of the UBS Downtown San Diego branch and Kalyn Maher Walker of the UBS Carmel Valley branch. There were 157 UBS advisors included in Forbes’ list of 1,000 women. Overall, the......
TradeHerald Becomes The First 100x Leverage Cryptocurrency Exchange with Zero Trading Fees
Cryptocurrency Fintech News Trading

TradeHerald Becomes The First 100x Leverage Cryptocurrency Exchange with Zero Trading Fees

Fintech News Desk
The coronavirus pandemic may be dominating the headlines, but crypto trading is advancing untethered by the crisis. As people around the globe are exploring the bitcoin investment opportunity as an alternative source of income during the lockdown period, crypto trading with leverage is the best way to boost profit. Read......
UBS Partners With Clients to Design New UBS Financial Services iPhone App
Banking News

UBS Partners With Clients to Design New UBS Financial Services iPhone App

Fintech News Desk
UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways......
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