UBS Opens Windy City Office Targeting ‘Ultra’ High-Net-Worths

Sep 25 2007 | 10:11am ET

UBS has opened a private wealth management office in Chicago dedicated to serving the needs of its clients with assets greater than $10 million.

The Chicago office is comprised of a staff of private wealth advisors, private bankers and specialists to focus on trust and estate planning, lending services, charitable giving, investment management, alternative investments and structured products.

The new office, which will be managed by Dennis Drescher, managing director, is the latest in a series of planned offices nationwide that will offer a suite of brokerage, trust and private banking services. UBS has two other private wealth management offices, one in New York and one in Stamford.

 “Through the opening of this new office, we are pleased to be able to expand our ability to offer our ultra-high-net-worth clients in the Chicago region a holistic approach designed to help meet their unique financial planning needs,” said John Straus, head of private wealth management.


In Depth

Q&A: Rotation Capital's Rothfleisch On SPAC 2.0

Aug 11 2017 | 7:43pm ET

Corporate actions have long been a staple of event-driven investors, but activity...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Star Mountain: Private Lending in the Lower Middle-Market

Aug 14 2017 | 4:45pm ET

Private credit has become one of the most popular alternative asset classes in recent...

 

From the current issue of