Three advisor teams from UBS have been recognized for their excellence in wealth management and named to the Forbes America's Top Wealth Management Teams Private Wealth list for 2024.

UBS Advisor Teams Recognized for Excellence

UBS is proud to announce that three of its advisor teams have been recognized for their exceptional capabilities in serving high net worth clients. These teams, including Wickham Cash Partners, LongBernsteinGunderson Wealth Management, and The Capital ESOP Group, have been named to the prestigious Forbes America's Top Wealth Management Teams Private Wealth list for 2024.

Wickham Cash Partners: Comprehensive Wealth Management Services

Based in Charlotte, North Carolina, Wickham Cash Partners specializes in providing comprehensive wealth management services for multigenerational families, corporate executives, and entrepreneurs. With their expertise and personalized approach, they guide clients through their financial journeys, ensuring their long-term success.

LongBernsteinGunderson Wealth Management: Meeting the Unique Needs of Ultra-High Net Worth Individuals

Operating in multiple locations, LongBernsteinGunderson Wealth Management focuses on meeting the unique needs of ultra-high net worth individuals, families, and business owners. Their team of experts understands the complexities of managing substantial wealth and provides tailored solutions to help clients achieve their financial goals.

The Capital ESOP Group: Expertise in Asset Allocation and ESOP Transactions

Based in Washington, D.C., The Capital ESOP Group specializes in asset allocation and wealth management, with a particular emphasis on Employee Stock Ownership Plan (ESOP) transactions. Their deep understanding of ESOPs allows them to provide strategic guidance and maximize the benefits for their clients.

The recognition of these teams reflects the overall excellence of UBS in the wealth management sector. The Forbes/SHOOK Top Wealth Management Teams Private Wealth list is based on a rigorous algorithm that evaluates qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.

Julie Fox, the Philadelphia D.C. Market Executive at UBS Private Wealth Management, expressed her pride in the teams' achievements and emphasized their commitment to guiding clients through their financial journeys. The acknowledgment from Forbes reinforces the reputation of these teams in a competitive market and highlights the importance of personalized service and expertise in addressing the unique needs of high net worth clients.