Celebrating Excellence: UBS Teams Recognized Among Top Wealth Managers

UBS Teams Shine in Forbes Wealth Management Rankings

Recently, UBS has proudly announced that three of its esteemed financial advisor teams—Wickham Cash Partners, LongBernsteinGunderson Wealth Management, and The Capital ESOP Group—have been recognized in Forbes America’s Top Wealth Management Teams Private Wealth list for the year 2024.

A Testament to Excellence in Wealth Management

This notable recognition highlights the outstanding dedication and performance of these teams, who are committed to providing tailored wealth management solutions to their clients. The acknowledgment is not only a celebration of their exceptional service but also reflects their capability to navigate the complexities of wealth management for ultra-high net worth individuals and families.

Wickham Cash Partners

Founded by Private Wealth Advisors Greg Cash and Mitchell Wickham, Wickham Cash Partners has an impressive legacy extending over 225 years in combined industry experience. The firm focuses on delivering in-depth wealth management services that cater specifically to multigenerational families, corporate executives, and entrepreneurs. Their dedication to client satisfaction and financial growth makes them a standout in the industry.

LongBernsteinGunderson Wealth Management

Leading the LongBernsteinGunderson team are Private Wealth Advisors Ryan Long, Brad Bernstein, and Louise Gunderson, along with Financial Advisor Nina Gunderson. This experienced team specializes in offering personalized financial advice and creating bespoke wealth management strategies for high net worth individuals, families, and business owners. Their commitment to understanding the unique needs of their clients distinguishes them from their peers.

The Capital ESOP Group

Guided by Private Wealth Advisors Keith Apton and Nick Francia, The Capital ESOP Group focuses on providing expert advice in asset allocation and wealth management. With a unique specialization in Employee Stock Ownership Plan (ESOP) transactions, they also assist business owners in devising effective tax-efficient exit strategies. Their expertise is vital for clients navigating the intersection of wealth management and ownership transitions.

A Closer Look at the Rankings

The Forbes/SHOOK Top Wealth Management Teams Private Wealth list, now in its third annual edition, comprises 100 teams who collectively manage over $490 billion in client assets. This ranking leverages a blend of both qualitative and quantitative criteria, including personal interviews, compliance records, and the revenue generated for their respective firms.

This rigorous evaluation underscores the importance of trust and performance in wealth management, making this accolade even more significant for the teams honored.

About UBS

UBS stands as a premier global wealth management entity, renowned for its comprehensive banking services. Following the acquisition of Credit Suisse, UBS now manages a staggering $5.5 trillion in invested assets as of the second quarter of 2023. With headquarters in Zurich, Switzerland, UBS operates in over 50 markets worldwide, helping clients fulfill their financial aspirations through precise, personalized solutions and products.

Frequently Asked Questions

What is the significance of the Forbes Top Wealth Management Teams list?

The Forbes Top Wealth Management Teams list recognizes the top financial advising teams based on performance, client service, and professionalism in wealth management.

Who are the recognized UBS teams mentioned in the article?

The recognized teams are Wickham Cash Partners, LongBernsteinGunderson Wealth Management, and The Capital ESOP Group.

What does UBS specialize in?

UBS specializes in wealth management, investment banking, and asset management services, catering to a diverse clientele globally.

How does UBS assist its clients?

UBS provides clients with tailored financial advice, investment strategies, and wealth management solutions to help them achieve their financial goals.

How many assets do the teams on the Forbes list manage collectively?

The teams on the Forbes list collectively manage over $490 billion in assets, highlighting their significant impact in the wealth management sector.

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