UBS Private Wealth Management has welcomed AMD Wealth Partners to its Miami office, a move that is expected to enhance the firm's ability to serve ultra-high-net-worth clients in the region.
Led by Ary Velasco, Michael von Borsig, and David Cardenas, the team brings extensive experience and a strong commitment to personalized client service. Collectively, they have managed over $1.4 billion in client assets.
Brad Rosenberg, the Greater Miami Market Director at UBS, expressed enthusiasm about the new team members, highlighting their nearly 80 years of combined experience in the financial sector.
The team will operate from UBS's downtown Miami office, further solidifying the firm's presence in the market.
Ary Velasco has almost four decades of experience in providing bespoke financial advice to ultra-high-net-worth families, business owners, and philanthropists. Michael von Borsig has nearly 20 years of wealth management experience, with a focus on delivering tailored strategies to wealthy clients. David Cardenas has almost a decade of experience in wealth management, with a background in serving high-net-worth business owners and real estate investors.
UBS is committed to delivering personalized advice and diversified asset management solutions to its clients.
UBS is a leading global wealth manager with a strong presence in over 50 markets worldwide. The firm manages approximately $5.5 trillion in invested assets.
The addition of AMD Wealth Partners is part of UBS's commitment to enhancing its wealth management capabilities and providing tailored solutions to meet the evolving needs of its clientele.
The Miami market presents significant opportunities for growth in wealth management services, and UBS aims to strengthen its position in this competitive landscape.
The integration of experienced advisors like Velasco, von Borsig, and Cardenas will play a crucial role in driving the firm's success.