New Office

UBS Opens Ultra High Net Worth Office In Philadelphia

Eliane Chavagnon Deputy Editor - Family Wealth Report November 8, 2013

UBS Opens Ultra High Net Worth Office In Philadelphia

UBS has unveiled an ultra high net worth office in Philadelphia, offering advisory, brokerage, trust and private banking services.

UBS has unveiled an ultra high net worth office in Philadelphia, offering advisory,
brokerage, trust and private banking services.

Led by David Sirianni, the new office will be comprised
initially of eight private wealth advisors and related personnel, UBS said.

Clients will have access to specialists in the areas of trust and estate planning, philanthropy, investment banking, lending and alternative investments. 

UBS already serves wealth management clients out of offices in downtown Philadelphia, Conshohocken and Newtown, led by Jeff Standard. John Matthews, head of private wealth management at UBS, said the firm views Philadelphia as a key wealth market. 

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