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.
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
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 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].
Winners Announced
Year upon year, the demand for talent has continued to grow within the highly competitive and dynamic tax industry. Technological innovations are consistently driving the market forward, with digital solutions leading the way. Professionals within this sector must be ready to explore new ways of working and keep up with the challenges facing them to stay at the forefront of these ever-evolving conditions. To highlight the essential tax services and solutions providers from across the corporate landscape, Wealth & Finance International are delighted to announce the Global Tax Awards for 2022! From tax advisors and consultants, to auditors, attorneys, and technology developers, the programme will explore this exceptionally diverse industry and reward those who have gone above and beyond; those who are showcasing their expertise and playing an integral part in the tax market. The Global Tax Awards are judged purely on merit and not on the number of votes received. Once our esteemed nominees have been established, our in-house research team will carefully create a shortlist based on various criteria and information that is available both online and in the public domain, including any materials supplied by the nominees. Successful organisations are then presented with their award and complementary marketing materials that will be invaluable to their PR portfolio in publicising their win. In addition to this, we give companies the option to be featured in our annual winners’ magazine, distributed to a worldwide circulation of high net worth and ultra-high net worth individuals, fund managers, institutional investors, and professional services firms, alongside the choice of several other personalised marketing items, suited to all budgets. With our broad circulation and selection of prestigious awards programmes, Wealth & Finance International provides the perfect platform for companies to share their success and services with a highly-targeted audience. Taking the above into consideration, if you are a member of or are aware of a company which you feel is deserving of a nomination within the Global Tax Awards, then please feel free to complete the voting form on this page. If you have any questions about the award, entry requirements or timelines, please do not hesitate to get in touch and a awards coordinator will be happy to help!
Winners Announced
Wealth & Finance International is excited to announce that the Management Consulting Awards will be returning for a third consecutive year! Since its initial introduction in 2022, this programme has been going from strength to strength, and we look forward to making the Management Consulting Awards 2024 an even greater success! Here at Wealth & Finance International, we understand that the management consulting industry is a diverse field that encompasses businesses of all sizes and service types. We endeavour to reflect this in our awards by celebrating the top performers at every level – from multinational corporations to small boutiques, to independent practitioners. Whether you specialise in strategy, operations, finance, HR, or technology consulting, there is equal opportunity to be recognised in the Management Consulting Awards. The management consulting services market is vital in providing businesses with the tools they need to streamline operations, reduce costs, optimise processes, and accelerate digital transformation. These services are not only important factors in boosting business performance and revenue, but also contribute to economic development in general. As we currently stand in 2024, global economic expansion has led to many positive opportunities for growth in the management consulting sector. Rising numbers of SMEs, advancements in technology, ESG frameworks, and industry-specific regulatory challenges are just some examples of top market drivers. With management consulting hitting a milestone one trillion dollars in market value during 2023, the future prospects for this industry continue to look incredibly bright. The past few years have been transformative for the global business landscape, with emerging trends such as sustainability, remote working, digitalisation, and corporate social responsibility becoming the norm. This has led to an increase in demand for consulting services, as businesses seek guidance in employing new strategies and staying up to date with modern expectations. In addition, as technology continues to advance at a remarkable pace, many companies today require the specialised expertise of a consultant to integrate and employ this effectively in their operations. The adoption of sophisticated solutions such as genAI, data analytics, and cloud computing are driving growth across the management consulting market. As this dynamic industry is constantly evolving, so is Wealth & Finance International’s Management Consulting Awards. Our experienced team of researchers and judges remain on the pulse of key market trends so that the programme truly represents the current state of the global management consulting industry and the latest trends influencing it. As with all of our awards, there is no cost to take part in the Management Consulting Awards, and all of our winners are provided with a marketing toolkit to celebrate their success. For those recipients looking to take advantage of additional advertising opportunities, Wealth & Finance International offer a variety of packages designed to maximise the reach and marketing benefits from the accolade. These packages are tailored to fit a range of budgets, and include editorial and web content, physical and digital promotional items, e-newsletter inclusions, and more! The benefits of taking part in the Management Consulting Awards 2024 are truly endless, so don’t hesitate to submit a nomination today! To put yourself – or a deserving consulting business you know – forward for consideration simply click ‘Vote Now’ and follow the instructions provided. Good luck to all of this year’s nominees!
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
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].
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!
Winners Announced
We are excited to announce that the Private Equity and Venture Capital Awards will be returning in 2024! After the success of last year’s inaugural campaign, the whole team here at Wealth & Finance International are looking forward to celebrating even more of the industry’s top performers, gamechangers, and disruptors. 2023 was a particularly difficult year for the Private Equity market – with deals, exits, and fundraising all dropping massively in value. The industry consequently began to stall, and this downturn can be explained by a sharp rise in bank rates and growing economic uncertainty across typically strong geographical markets. Despite these difficult conditions, as we entered 2024 the overall outlook began to shift in a more positive direction, as greater availability of financing allowed for more deal activity. A recent survey of PE General Partners illustrated this growing optimism, as more than three quarters of respondents expect a marked uptick in capital deployment over the course of the next year. Moreover, the survey also revealed that the vast majority of GPs similarly anticipate credit conditions will improve over the same timeframe. But this increasingly positive sentiment isn’t only a passive one – forward-thinking executives are also taking significant actions in multiple areas to boost productivity and accelerate recovery across the market. Innovative value creation strategies, proactive management of portfolio companies, and a focus on generating operating leverage have all been successful methods top funds have utilised to outperform their competition. Through the Private Equity and Venture Capital Awards 2024, we will showcase the very best of an industry that has consistently proven its resilience and ingenuity. In the face of economic challenges, the Private Equity and Venture Capital market has historically come out the other side even stronger than before, and this entrepreneurial spirit is a quality that deserves the highest recognition. Our team of experienced researchers and judges assess candidates for inclusion via a strict and unbiased criterion, whereby winners are selected based on merit and performance metrics rather than number of votes. We accept and encourage nominees across the whole PE and VC world, no matter the size of the firm or the industry it operates in. If you go on to be successful in the Private Equity and Venture Capital Awards this year, Wealth & Finance International will offer a plethora of marketing tools and advertising opportunities to effectively promote the award. With an international audience of over 65,000 professionals in the Finance, Investment, and Banking space, we provide a fantastic platform to gain exposure amongst key players and peers in the industry. Proudly not pay-to-play, there are no mandatory costs to take part in the Private Equity and Venture Capital Awards 2024. Winners are welcome to take advantage of the free-of-charge marketing toolkit or invest in higher-coverage advertising packages that include both physical and digital items to maximise the promotional value of the award. If you are interested in taking part in the Private Equity and Venture Capital Awards, simply click ‘Vote Now’ and follow the instructions to be in the running for 2024! Wealth & Finance International wishes the best of luck to all of this year’s nominees, and we look forward to announcing the winners soon!
Voting Closed
We are delighted to announce the return of the Private Education Awards 2024 for its fourth instalment! This is a distinguished awards programme that celebrates the best of the best in the private education sector. We aim to recognise the outstanding institutions and educators who have made a positive difference in this field, honouring their dedication to providing excellent educational opportunities. The Private Education Awards 2024 has undergone a rebrand and relaunch. For the very first time, this annual award will launch on the renowned Wealth and Finance International platform, a sister brand of the original curator, LUXlife. With this exciting change, the Private Education 2024 is expected to seamlessly integrate into the new platform, bringing a fresh chapter to its esteemed history. In 2024, the private education industry is undergoing a significant transformation, marked by the integration of innovative technologies and innovative teaching methodologies. Key trends include the rise of Artificial Intelligence, gamification, blockchain, and extended reality (AR, VR, Mixed Reality), enhancing personalised learning and student engagement. The global e-learning market is expanding rapidly, expected to reach $462 billion by 2027. There is a growing focus on soft skills like entrepreneurship and public speaking, balanced with technological advancements in Nano Learning to cater to shorter attention spans. Hybrid learning models are becoming more prevalent, combining online and in-person teaching, and utilizing AI and data analytics for customized educational experiences. Non-traditional models like microschools are emerging, offering more intimate and personalized learning environments. Additionally, STEAM-based programs are gaining momentum, emphasizing the integration of science, technology, engineering, arts, and math. In the UK, the private education sector continues to grow, reflecting a steady demand despite the significant financial commitment it requires. These trends collectively illustrate a dynamic shift in private education, emphasizing technological integration, innovative teaching approaches, and a focus on both academic and soft skill development. Through this awards programme, Wealth and Finance International seeks to acknowledge those who are setting new benchmarks in educational excellence and innovation, thereby inspiring others in the industry. The awards process is simple: in addition to nominations, we have our dedicated in-house research team that identify, evaluate, and award institutions that we believe deserve to be recognised for their achievements. Using this method ensures that, regardless of size or specialism, institutions can be judged on an equal basis. These awards are entirely free to enter and if your firm is fortunate enough to be successful, you will be presented to our circulation of 67,000 and promoted on our official website for a minimum of 12 months. Furthermore, our awardees are welcome to select from our range of competitively priced promotional opportunities to increase exposure of the good news. If you would like to nominate yourselves, or indeed another firm you deem worthy, then please click on the ‘Nominate Now’ button. Alternatively, please do not hesitate to contact the Nominations Team for further information.
Winners Announced
