Wealth & Money Management Awards 2015
UBS Financial Services Inc
UBS Financial Services Inc is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.
Most Innovative Wealth Manager – California
UBS
Individuals around the world look to UBS to provide them with the advice, expertise and opportunities they need to protect and grow their wealth. We spoke to Seth Radow, Senior Vice President and Senior Portfolio Manager at UBS, on why ultra-high net worth individuals, leading companies and institutions choose their services.
Our team at UBS Financial Services is known as Endeavor Financial Group (EFG), and is divided between three distinct business groups. Endeavor Asset Management (EAM) manages the private wealth of our high and ultra-high net worth individual clients and also provides asset management services to our institutional, defined benefit and defined contribution clients. Endeavor Corporate Services (ECS) provides a broad array of financial services to our institutional clients including defined benefit, defined contribution, non-qualified deferred compensation, ESOPs and more. Endeavor Wealth Planning (EWP) provides in-depth and detailed financial and life planning services to our high and ultra-high net worth clients.
Noting that this award is for our asset management expertise, I’d like to make the point that the focus of our investment and allocation process revolves around prudent and detailed risk management. We firmly believe that if we astutely manage financial risks for our clients that reasonable returns will eventually take care of themselves. We are constantly updating and upgrading our thoughts about risk, how to define risk, how to assess risk, how to manage risk and how to best quantify and qualify risk. We then assign possibilities and probabilities to an array of possible outcomes and then determine how much risk to assume and not to assume for each individual client.
While working in an industry that is constantly changing, we always look to adapt and innovate our services to best suit each client. In life, we find that the more things change, the more they remain the same. The construct of managing risk is no different. The world is always changing: it always has and always will and we will continuously adapt and evolve to meet the ever changing needs of our clients. Mark Twain wrote something to the fact, years ago, that history tends not to repeat itself, but it does tend to rhyme. Of course, the world changes and the world evolves, but we will endure and persist through this evolution. We will do so, successfully, from a financial perspective, by sensibly assessing and managing the risks that the world affords and investing accordingly.
In terms of how we handle our clients, our team’s approach is simple; clients always come first. We respond to all client inquiries within 24 hours and at least one of the partners is working remotely after hours to ensure all client requests are responded to even if the team is out of our office. Our team operates as a private family office within the UBS franchise for each of our clients. At all times, we strive to maintain a fiduciary relationship with each and every client.
Furthermore, as part of our diligent efforts in client service, we are always researching optimal solutions for every client query. As such, we persistently filter through our universe of contacts for optimal partners to meet client needs and objectives within all aspects of financial management. Our culture is one of camaraderie between our partners both internal to UBS and external to our firm, all dedicated to client centric service with the objective being that our clients reach out to our team as their “first call” when they need an opinion or answer pertaining to affairs that affect their financial matters.
As for the award, recognition of this nature is something that my partners and I have worked hard to achieve throughout our careers. It is a testament to the success of our business model that allows each partner to narrow their focus towards their greatest aptitudes and deepen that focus into those aspects of our business where they are most effective. Every partner on our team, Endeavor Financial Group, is a true world class intellect and expert in their field of practice.
For anyone wishing to secure their future, the preservation and growth of wealth is essential. This would not truly be possible without knowledgeable, savvy and innovative wealth managers. The Wealth and Asset Management Awards 2024 have arrived to highlight the best and brightest members of the finance industry whose asset management prowess brings their clients financial freedom and security. As the landscape of the finance industry becomes ever more complex and challenging, the Wealth and Asset Management Awards 2024 stand as a testament to the resilience and innovation exhibited by financial services professionals. Despite drastic changes in geographical market viability, inflation across industries such as food and energy, as well as swelling commodity prices, the wealth management market maintains steady growth. According to a market research report by The Business Research Company, global wealth management produced approximately $1.8 trillion in 2023 compared to $1.6 trillion in 2020 and will continue to grow at a compound annual growth rate (CAGR) of 7.8%, reaching $2.4 trillion by 2027. Professionals who have adapted to the rapidly developing demands of the industry stand the best chance at becoming a winner in the Wealth and Asset Management Awards 2024. It could be that you use cutting edge technology to enhance client engagement, provide data-enabled bespoke financial advice, or bring profitable yet socially responsible investment options to your clients. There are many ways to win one of our prestigious accolades, including but not restricted to these criteria. Our Research and Judging team will use publicly available sources to determine the most deserving businesses and professionals among our nominees. As with all Wealth & Finance International’s awards these are proudly merit-based and there are no obligatory costs to enter or win in the Wealth and Asset Management Awards 2024. Passing our judging panel’s assessment stage and proceeding to win will provide you with an unmissable opportunity to promote your achievements by taking advantage of Wealth & Finance International’s global circulation of 65,000 industry professionals and high-net-worth individuals. In addition to benefitting from the reputation boost provided by our free-of-charge accolades, you will have access to a selection of optional promotional resources to maximise the benefits of your recognition. These awards serve to inform your employees, stakeholders, and clients of your leading position at the forefront of the finance industry. If you believe that your business or a business you know of is worthy of recognition, please do not hesitate to submit a nomination by clicking the “Vote Now” button on this page. If you would like any further information regarding the Wealth and Asset Management Awards 2024, you can contact us at [email protected].
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Wealth and Finance International returns for the second time with their Global Insurance and Risk Management Awards for 2022. These awards are here to celebrate the contributions delivered by both the insurance and risk assessment sector and all the hard-working professionals involved in it. We pride ourselves on being inclusive with our nominations, meaning all sectors of the industry are welcome to participate, from travel and business insurance to medical indemnity, and worker’s compensation – we aim to not limit the vast array of sectors in this field of expertise. It brings us great joy to be able to acknowledge the grit and determination of those within the industry that have had to face many challenges due to the pandemic. We are looking forward to showcasing businesses who have met these challenges with their innovation and commitment. With technology playing a fundamental role within both the insurance and risk assessment sector, it has become a prime resource of the future of programming and the future of connectivity. Even with the rising cost of operations, businesses have continued to present a 24.15% increase as compared to the same period in the previous year – making it the perfect opportunity to be recognized. Becoming an award winner within the Global Insurance and Risk Management Awards 2022 can be widely beneficial as your company will become recognised on a global scale but is also a great way to demonstrate to potential clients and competitors what you have achieved. To create a level-playing field for all participants, our decisions are based on merit alone – not taking into consideration longevity, size or annual revenue of a business to determine the winner. Successful candidates are chosen by focussing on their reputation and determination to become successful in their industry. Nominees will be granted the opportunity to supply supporting evidence to our judging panel that they may feel plays a vital role in their company, such as a particular achievement or a prosperous business venture. Our in-house research team will also carefully analyse any publicly available information to build a casefile for you, using online sources such as company websites, social medias and customer testimonials. With a global circulation of 130,000 readers, Wealth and Finance International provide a substantial platform to take your company to new heights by promoting and celebrating your brand to a worldwide readership, with the potential to gain new audiences. Should you wish to nominate a business you feel is deserving, or you perhaps would like to submit a self-nomination, you can do so by using our voting form. Alternatively, you can also get in touch with our team directly via email.
Winners Announced
The Artificial Intelligence Awards have now moved to our sister brand, Corporate Vision Magazine, for their fourth annual edition. For more information please visit Corporate Vision Magazine here
Winners Announced
Wealth & Finance International returns with one of the publication’s most essential inclusions; the Ethical Finance Awards 2024! These awards serve as an effort to reward the invaluable members of the finance industry who are dedicated to social responsibility and ethical practices, helping clients to manage their money in a morally conscious manner. For the modern-day consumer, positive financial returns and sound money management are not simply all that is required. As society becomes more socially and environmentally cognisant, it is increasingly important for investments to be made in organisations who have a positive impact on the world. Ethical finance professionals can help provide informed insight, allowing clients to make decisions that align with their moral standards. The predominant components of ethical finance are largely based on Environmental, Social and Corporate Governance (ESG) values, but it also extends to personal and religious values. Ethical finance goes beyond profit, emphasizing a commitment to social responsibility, environmental sustainability, and ethical business practices. Honesty, integrity and transparency are key attributes of ethical finance professionals. Financial service providers whose offering can adhere to these values stand the best chance of securing their place in the Ethical Finance Awards 2024. This includes businesses who can provide opportunities for investment in non-profit organisations and social change movements. Our Research and Judging team will work tirelessly to determine which of our nominees will become esteemed winners of the Ethical Finance Awards 2024. As is true with all our awards programs, the Ethical Finance Awards 2024 is merit-based and will not be determined by company size, turnover or number of votes received. Meeting our judging panel’s winning criteria means that you will be presented with an unmissable opportunity to promote your achievements by taking advantage of Wealth & Finance International’s global circulation of 65,000 industry professionals and high-net-worth individuals. In addition to benefitting from the reputation boost provided by our free-of-charge accolades, you will have access to a selection of optional promotional resources to maximise the benefits of your recognition. These accolades serve to inform your employees, stakeholders, and clients of your position as a paragon of virtue in the finance industry. If you believe that your business or a business you know of is worthy of recognition, please do not hesitate to submit a nomination using the provided voting form on this page. If you would like any further information regarding the Ethical Finance Awards 2024, you can contact us at [email protected].
Voting Closed
Wealth and Finance International is delighted to announce the return of the Cyber Security Awards! Now in its second year, the Cyber Security Awards will exclusively reward companies and individuals who excel within the cyber security industry. From software specialists to IT training providers, the Cyber Security Awards highlights a wide array of top performers and innovators from various sub-sectors within the Cyber Security space. Each year, the number of cyber threats exponentially increases and in an industry that is under constant demand, cyber security firms are tasked with offering the most innovative security solutions to meet the needs of all kinds of businesses. We at Wealth and Finance appreciate how vital cyber security is for protecting the day-to-day operations of businesses and individuals alike and we remain passionate about showcasing a diverse selection of firms and individuals who deserve to be recognised for their contributions. Responsible for also creating solutions to protect against constantly evolving threats, cyber security firms work exceedingly hard to protect their consumers, and innovation is of crucial importance. Subsequently, the cyber security industry is extremely competitive and we take pride in recognising those who prove themselves to be front-runners and pioneers within the industry. Using a merit-driven awards methodology to assess and determine winners, the Cyber Security awards will offer a fair playing field for companies of all sizes and encompass cyber specialists of all kinds! Should you know of a company or individual deserving of a nomination, please use our voting form to submit an entry. Please note that we also encourage self-nominations so don't hesitate to put yourself forward if desired. The Cyber Security Awards are the perfect opportunity to exemplify the efforts and contributions made by cyber security specialists each year. In a world that is under constant direct threat from phishing scams and cyber-attacks, we need cyber security experts now more than ever. Good luck to all the nominees.
Winners Announced
Wealth and Finance International is happy to announce the return of the FinTech Awards. Now entering its eighth year, this highly exclusive awards programme recognises and celebrates the leading companies within the FinTech Industry. The FinTech Industry encompasses a diverse array of technologies and innovations aimed at enhancing and revolutionising financial services. From mobile payment solutions and peer-to-peer lending platforms to blockchain-powered cryptocurrencies and AI-driven investment algorithms, FinTech is driving unprecedented levels of efficiency, accessibility, and inclusivity in finance. Over the past 12 months, the FinTech Industry has surged ahead, showcasing remarkable growth and resilience. Both the US and UK maintain their positions as global frontrunners in this dynamic field, with the UK projected to double its number of FinTech firms by 2030. These regions serve as vibrant hubs of FinTech innovation, spearheading progress and setting new standards. In the UK alone, FinTech contributes an estimated £11 billion to the economy, underlining its significant impact and unwavering momentum. Meanwhile, across the APAC region, the rise in the number of FinTech startups is increasing. With a focus on serving underbanked populations and leveraging emerging technologies, APAC is experiencing a surge in FinTech accessibility and adoption. This trend shows no signs of abating, positioning APAC as a formidable contender for global FinTech leadership in the years to come. As countries worldwide implement financial regulations pertaining to this industry, the FinTech landscape is evolving. This presents challenges for many FinTech startups; however, with strategic planning and investment, they can navigate these changes successfully by adopting a holistic perspective. By pursuing proactive strategies such as talent acquisition, market expansion, and embracing forward-thinking regulations, businesses can position themselves for sustained growth and profitability. After all, regardless of any current economic struggles, this industry remains to be a highly profitable one. Through pioneering innovation, the industry has harnessed developing technologies to enhance operational efficiency, elevate the customer experience, and introduce groundbreaking products and services. Embracing GenAI emerges as a prominent trend for the upcoming year, promising numerous benefits to the industry, particularly evident in the evolving landscape of consumer needs. As FinTech continues to innovate and evolve, the impact it has on consumers and economies alike is remarkable. This can best be shown through the changes to personal digital banking methods. FinTech platforms provide intuitive, user-friendly interfaces that prioritise convenience and ease of use. For many consumers, the accessibility afforded by digital banking is a cornerstone of their financial well-being which enable users to take greater control over their finances. With its commitment to accessibility, innovation, and inclusivity, FinTech is not just reshaping finance—it's revolutionising the way we think about money and empowering individuals and businesses to thrive in an increasingly digital world. Participating in the FinTech Awards 2024 presents a unique opportunity for your organisation to showcase its achievements, successes, and best practices on a global platform. No matter your area of expertise in FinTech, whether it be digital payments, InsurTech, cryptocurrency, or another field, these awards are the ultimate platform to assertively demonstrate your achievements. The FinTech Awards 2024 offer unparalleled exposure, authenticity, and networking prospects for all participants. The FinTech Awards 2024 accepts nominations from individuals and third parties. Our experienced professionals evaluate all nominees based on their quality and achievements, without bias towards their company size or location. The selection process is fair and impartial, ensuring that all candidates are objectively evaluated based on merit. If you know of a company worthy of recognition for its successes, please feel free to submit a nomination. We wish all the nominees the best of luck!
Winners Announced
Wealth & Finance International presents the Management Consulting Awards 2023! Through these awards we strive to celebrate and commemorate leading experts in the consulting industry who have become so vital to the operation of modern businesses. The criteria our judging panel are looking for is comprehensive, and winners in the Management Consulting Awards 2023 will display qualities that resound with current trends and expectations apparent in the Consulting industry. It could be that your partnership network is proficiently aligned to offer reliable expertise, instilling confidence in past and future clients, or that your firm is particularly knowledgeable about a certain sector. Maybe your firm has proven to be innovative and actively uses the latest technology to streamline insight generation processes, showcasing your ability to stay at the leading edge of the industry. Consulting is a continuously evolving and growing industry with a clientele whose needs are ever changing. Gone are the days when consulting giants dominate based purely on reputation, business leaders’ requirements are now nuanced and specific. To exist in this competitive $330 billion industry as it stands in 2023, consulting firms must show adaptability to disruptive developments currently emerging. There are many ways to become successful in the Management Consulting Awards 2023, however, we do not judge businesses based on size, turnover or number of votes received. Entrants can be consulting firms or individual professionals who offer advice in any professional remit, Wealth & Finance International aims to make our awards inclusive, recognising as many worthy candidates as possible. Our unbiased in-house Research and Judging Team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be leaders in their field. Entering the Management Consulting Awards 2023 is an exciting opportunity to raise your professional profile and prove your worth to investors and stakeholders. If you become one of our esteemed winners, you will be presented with several promotional options to publicise your achievements and share your story with Wealth & Finance International’s readership. Our circulation of over 65,000 key decision makers and professionals are continually eager to learn about top professional talent! So, if you believe that your business or a business you know of is worthy of recognition, please do not hesitate to submit a nomination using the voting form below. If you would like any further information regarding the Management Consulting Awards 2023, you can contact us at [email protected].
Winners Announced
Wealth & Finance International’s annual Fund Awards returns for its 9th instalment in 2023! These awards serve to recognise all professionals and firms in the Fund industry whose tireless hard work and ingenuity exceeds investor expectations, making them the client’s first choice. Winners in the Fund Awards 2023 will display qualities that are favourable in the Asset Management industry, both to investors and managers themselves. Your firm might have the quickest client response times, utilising the latest technology to provide transparency through rapid data aggregation and reporting. Perhaps your fund’s strategy is particularly innovative or effective, producing reliable returns, or maybe your assets under management show strong values, living up to lofty ESG requirements. Wealth & Finance strives to celebrate the top talent in all areas of the industry; after all, the Fund industry is multifaceted, and investors make choices based on a broad variety of factors. Nominees for the Fund Awards 2023 will cover a broad range of companies involved in the Portfolio and Asset Management industry. This includes all supporting services and technologies to the industry. Our awards are merit-based, so regardless of whether you are a large multinational firm or a sole proprietorship, our dedicated Research and Judging team will look for qualities other than company size or turnover. Equally, shortlisting and winner outcomes are not dictated by the number of votes received. Our unbiased in-house Research and Judging Team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be leaders in their field. Entering the Fund Awards 2023 is an exciting opportunity to raise your professional profile and prove your worth to investors and stakeholders. If you become one of our esteemed winners, you will be presented with several options to publicise your achievements and share your story with Wealth & Finance International’s readership. Our circulation of over 65,000 key decision makers and professionals are continually eager to learn about top talent in the Financial Services sector! So, if you believe that your business or a business you know of is worthy of recognition, please do not hesitate to submit a nomination using the voting form below. If you would like any further information regarding the Fund Awards 2023, you can contact us at [email protected].
Winners Announced
The Private Equity (PE) and Venture Capital (VC) markets are integral to the ecosystem of emerging businesses; fortifying start-ups and enabling innovative enterprises to thrive. Although PE assets under management (AUM) have dropped significantly since 2021’s record highs, the market is expected to grow substantially, with a forecasted total of US$5.8 trillion AUM by 2025. By the end of 2022, the Venture Capital market had reached around $240 billion and is expected to grow to approximately $700 billion by 2028. Despite global economic challenges and uncertainties, the need for capital to develop businesses and boost their growth will always be present. Wealth & Finance International’s Private Equity and Venture Capital Awards 2023 will shine a spotlight on the most successful Private Equity professionals whose proficiency enhances the development entrepreneurial vision, and therefore society. The Private Equity and Venture Capital Awards 2023 will be a showcase of top talent within the industry, providing deserved recognition to those excelling in the face of adversity. Regardless of your chosen sector or specialism, excelling in the Private Equity & Venture Capital industry requires deep knowledge and awareness of current trends, not just in the Private Equity market but also the sectors you wish to invest in. It is not as simple as just making adequate returns; in 2023 PE professionals consider the ethos by which they invest extremely important. After all, the impact that these firms can have on the future of society should not be understated. At Wealth & Finance International, we believe that those firms who are still performing at a high level should be celebrated. To remain persistent and successful in an increasingly uncertain industry is as impressive as it is admirable! Criteria for winners of the Private Equity and Venture Capital Awards 2023 will be multifaceted. The judging panel will consider factors such as your track record of portfolio success, the impact of your invested ventures or your firm’s commitment to social values and ethics. These are not the only criteria; there are many reasons your firm may be selected as a successful winner among a myriad of categories. Our awards are merit-based, so regardless of whether you are a large multinational firm or a sole proprietorship you have the chance to win. Equally, shortlisting and winner outcomes are not dictated by the number of votes received. Becoming a successful winner in the Private Equity and Venture Capital Awards 2023 is the ideal opportunity to prove that your business stands firmly ahead of your industry peers! If you display the qualities sufficient to be deemed a winner, alongside our complimentary offering you will be presented with a choice of optional promotional resources. These resources harness the reach of Wealth & Finance International’s digital magazine by promoting your achievements to our circulation of 65,000 financial professionals and high-net-worth individuals! So, if you believe that your business or a business you know of is worthy of recognition, please do not hesitate to submit a nomination using the voting form below. If you would like any further information regarding the Private Equity and Venture Capital Awards 2023, you can contact us at [email protected].
Winners Announced
Wealth & Finance International is thrilled to announce the return of the 3rd annual Retirement Planning Awards! The Retirement Planning Awards 2024 aims to acknowledge the outstanding achievements and best practices of the retirement planning industry. These awards are organised by Wealth & Finance International, a global platform that provides the latest information on up-to-date market trends and advice on all things related to finance and fund management. The awards are open to all professionals and organisations that contribute to the pensions and retirement income sector. Whether you are a financial advisor who assists consumers in planning for their retirement, a pension plan provider or fund manager who offers retirement savings and investment solutions, or a technology provider who supports the administration and delivery of retirement benefits, you are eligible to enter and compete with the best in the business! The retirement planning landscape is undergoing significant shifts globally, with recent global disruption events effecting life expectancy and sparking concerns about pension adequacy. In response, there's a growing trend towards later retirement and a resurgence of work-based pensions. Different industries across the world are customizing retirement plans to attract and retain talent, offering competitive benefits and emphasizing diverse investment opportunities. Regulatory changes, like the SECURE Act 2.0 in the USA, are impacting the retirement industry, leading to recruitment challenges and a potential slowdown in acquisitions. These shifts are accompanied by a broader trend of technology transforming retirement planning, as robo-advisors and digital solutions offer efficient and accessible options. Demographic changes, regulatory shifts, and technological advancements are reshaping retirement planning on a global scale, emphasizing the importance of adaptability for service providers and individuals navigating these evolving trends. The awards process for the Retirement Planning Awards 2024 is very straightforward. Alongside open nominations, Wealth and Finance International utilises a dedicated in-house research team to identify and analyse businesses deserving of recognition. This approach ensures a level playing field, enabling companies of all sizes and sectors to compete fairly. This awards programme is completely free to enter, and if your firm is lucky enough to be successful, you will be presented to our circulation of 65,000 and promoted on our official website for a minimum of 12 months. In addition, our awardees are welcome to choose from our range of competitively priced promotional opportunities to increase exposure of the good news! Participating in the Retirement Planning Awards 2024 offers numerous benefits. It provides an exceptional opportunity to gain industry recognition and showcase your achievements to a wide audience. The Retirement Planning Awards 2024 is a great opportunity to gain recognition and credibility for your work and achievements in the retirement planning industry. It is also a chance to showcase your expertise and excellence to a global audience! If you would like to nominate yourselves, or indeed another business you feel is worthy, then please complete the online voting form!
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