Deals & People March 31, 2008
UBS Adds Houston Office to Private Wealth Management Network
UBS Financial Services Inc. has opened a Private Wealth Management office in Houston, Texas, the eighth of such offices dedicated to serving the specialized needs of clients with assets greater than $10 million.
Reported by PLANADVISER Staff
The office, managed by John T. McCauley, Managing Director, offers a comprehensive suite of brokerage, trust, and private banking services, including trust and estate planning strategies, lending services, charitable giving, investment management, alternative investments and structured products.
“We are very pleased to open our latest Private Wealth Management office in Houston, our first in the Southwestern United States,” said John Straus, Head of Private Wealth Management and Chairman of the Private Bank, in a press release. “This office will enable us to enhance the services we offer our ultra high net worth clients in the region and is a logical expansion for our Private Wealth Management offering.”