Full-Time
Updated on 9/3/2026
Investment bank and wealth, asset manager
No salary listed
Mumbai, Maharashtra, India
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UBS Group AG is a Swiss multinational financial services firm with four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. It serves private, corporate, institutional, and retail clients worldwide, offering wealth planning for high-net-worth individuals, Swiss banking services, a broad range of investment products, and advisory, underwriting, and trading in equities, fixed income, rates, and FX. It earns fees from wealth and asset management, interest income from lending, and trading income from investment banking. Its aim is to help clients manage and grow wealth while delivering diversified, revenue-generating financial services across regions and asset classes.
Company Size
10,001+
Company Stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998
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Flexible Work Hours
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Professional Development Budget
UBS Group revised its Federal Reserve forecast Monday, now expecting two quarter-point rate increases in September and December, reversing its previous prediction of no policy changes in 2026. The shift follows August's 162,000 job additions and 4.1% unemployment rate, pushing the market-implied probability of a September hike to approximately 58% from 52%. The wealth-management and investment-banking firm reported $2.8 billion in net profit for the second quarter, alongside $36 billion in wealth-management net new assets and a 14.4% CET1 capital ratio. UBS's stock remained at $55.38, trading 42.47% above its $38.87 GF Value estimate. The anticipated rate increases would lift the policy rate by 50 basis points, potentially boosting earnings for UBS's $7.3 trillion asset base.
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UBS has appointed John Hall as a financial advisor in its Bellevue, Washington office. Hall brings 21 years of experience serving business owners, executives, entrepreneurs and multigenerational families. Hall joins UBS from Merrill in Bellevue, along with his team, The Hall Wealth Management Group. The team includes financial advisor Aaron Marshall and client associate Jennifer Teddy, who has over 20 years of financial services experience. The group provides comprehensive financial planning, investment management, tax-aware wealth strategies and business succession planning. Hall will operate within UBS's Pacific Northwest Market, managed by Rob Giordano. UBS manages $7.3 trillion in invested assets as of the second quarter of 2026.
UBS has announced the addition of three financial advisors to its Mountain West Market in Pueblo, Colorado. Caitlin Alcon, Calvin Mason, and Craig Cisney will join the firm, reporting to Market Director Justin French. Calvin Mason brings nearly 35 years of experience in financial advisory services and holds a degree in Business Administration from Colorado State University. Caitlin Alcon has over 25 years in financial services, specialising in wealth management for high net worth individuals and businesses. She serves on the Board of the Pueblo Latin Chamber of Commerce. Craig Cisney previously worked as a broadcast meteorologist for 17 years before entering financial services. The team will also include associates Nancy Wickham and Delaney Delport.
UBS has hired a three-person financial advisor team in Bethesda, Maryland. Richard Horn, Jeffrey Deckelbaum, and Gerald Horn joined from Morgan Stanley. The team brings combined experience serving high net worth and ultra-high net worth clients. Richard Horn has nearly 40 years in financial services, having joined Morgan Stanley in 1987. Jeffrey Deckelbaum started his career in 2006, whilst Gerald Horn, a third-generation financial advisor, entered the industry in 2018. The advisors will join UBS's South Atlantic Market, led by Market Executive Jake Shine, as part of the firm's Southeast Region. They will report to Shine, who highlighted their decades of experience and strong connections to the Bethesda community.