{"id":778656,"date":"2023-08-17T10:25:27","date_gmt":"2023-08-17T14:25:27","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-welcomes-clients-to-new-philadelphia-office\/"},"modified":"2023-08-17T10:25:27","modified_gmt":"2023-08-17T14:25:27","slug":"ubs-welcomes-clients-to-new-philadelphia-office","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-welcomes-clients-to-new-philadelphia-office\/","title":{"rendered":"UBS Welcomes Clients to New Philadelphia Office"},"content":{"rendered":"

<\/p>\n

UBS Welcomes Clients to New Philadelphia Office<\/b><\/p>\n

David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market<\/b><\/p>\n

PHILADELPHIA–(BUSINESS WIRE<\/a>)–
\nTo support its growing high net worth and ultra-high net worth client base, UBS is continuing to invest in its wealth management business in the Philadelphia area. Today, the firm announced the opening of its new office at 1735 Market Street, and the hiring of industry veteran David Lojpersberger, who joins the firm\u2019s leadership team in Philadelphia as Market Director.<\/p>\n

\n\u201cThere is significant wealth creation among high and ultra-high net worth investors in the Philadelphia area,\u201c said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. \u201cThe investments we\u2019re making in our team and infrastructure underscore our commitment to this important market and will help us continue to meet the growing demand for wealth management services.\u201d<\/p>\n

\nUBS will remain at 1735 Market Street and will relocate to a state-of-the-art facility on the 44th floor. Located steps from City Hall and Logan Square, the office is home to the firm\u2019s Private Wealth Management and Wealth Management teams. With sweeping city views, the full floor space was designed to promote a collaborative environment, featuring an open floor plan, dedicated client entertainment space, and meeting rooms equipped with technology to support both in-person and virtual client engagements.<\/p>\n

\nThe space also features a glass mosaic structure mural designed by local Philadelphia-based artist Beth Clevenstine. The pattern of the mosaic symbolizes the water that surrounds the city of Philadelphia.<\/p>\n

\nAs part of the senior leadership team in Philadelphia, David\u2019s responsibilities include overseeing business activities, operations and talent management for the firm\u2019s Wealth Management business in Philadelphia, as well as in the nearby Conshohocken and Newtown offices. A 30-year industry veteran, he brings extensive local knowledge, having previously served as Market Leader and Branch Manager at Wells Fargo Advisors in Philadelphia. David reports to Julie Fox, who is responsible for leading the Private Wealth Management and Wealth Management businesses in the Greater Philadelphia area, Washington, D.C. and Charlotte.<\/p>\n

\n\u201cWe are pleased to welcome David to UBS,\u201d added Julie. \u201cHis vast experience in the wealth management industry and deep familiarity with the Philadelphia market will help us continue to grow in the region, supporting our clients\u2019 and teams\u2019 evolving needs.\u201d<\/p>\n

\nOther recent hires in the Philadelphia area include advisor teams The Stribrny Group<\/a>, based in the firm\u2019s Conshohocken office, and HLH Group<\/a>, based in Newtown.<\/p>\n

Notes to Editors<\/b><\/p>\n

About UBS<\/b><\/p>\n

\nUBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.<\/p>\n

\nUBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).<\/p>\n

\n\u00a9 UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Past performance is not an indication of future results. For press use only.<\/b><\/p>\n

\"\"<\/p>\n

View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20230817316432\/en\/<\/a><\/span><\/p>\n

Media:
\n<\/b>
Scott Gamm
\n
Strategy Voice Associates
\n
scott@strategyvoiceassociates.com<\/a><\/p>\n

https:\/\/www.ubs.com<\/a><\/p>\n

KEYWORDS:<\/b> Pennsylvania United States North America<\/p>\n

INDUSTRY KEYWORDS:<\/b> Finance Banking Professional Services Commercial Building & Real Estate Construction & Property<\/p>\n

MEDIA:<\/b><\/p>\n\n\n\n\n
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UBS Welcomes Clients to New Philadelphia Office David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market PHILADELPHIA–(BUSINESS WIRE)– To support its growing high net worth and ultra-high net worth client base, UBS is continuing to invest in its wealth management business in the Philadelphia area. Today, the firm announced the opening of its new office at 1735 Market Street, and the hiring of industry veteran David Lojpersberger, who joins the firm\u2019s leadership team in Philadelphia as Market Director. \u201cThere is significant wealth creation among high and ultra-high net worth investors in the Philadelphia area,\u201c said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. \u201cThe investments we\u2019re making in our … <\/p>\n

Continue reading “UBS Welcomes Clients to New Philadelphia Office”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-778656","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nUBS Welcomes Clients to New Philadelphia Office - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-welcomes-clients-to-new-philadelphia-office\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS Welcomes Clients to New Philadelphia Office - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS Welcomes Clients to New Philadelphia Office David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market PHILADELPHIA–(BUSINESS WIRE)– To support its growing high net worth and ultra-high net worth client base, UBS is continuing to invest in its wealth management business in the Philadelphia area. Today, the firm announced the opening of its new office at 1735 Market Street, and the hiring of industry veteran David Lojpersberger, who joins the firm\u2019s leadership team in Philadelphia as Market Director. \u201cThere is significant wealth creation among high and ultra-high net worth investors in the Philadelphia area,\u201c said Julie Fox, Philadelphia D.C. 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