SAN FRANCISCO–(BUSINESS WIRE)–UBS Private Wealth Management announced today that The Klinger Quan Group, led by Private Wealth Advisors Jeffrey Klinger and Bradley Quan, has joined the firm in San Francisco, CA. Jeffrey and Bradley focus on providing bespoke wealth management solutions and advice for ultra-high net worth individuals, families and executives.

“We are very excited to welcome Jeffrey, Bradley and their entire team to UBS,” said Todd Locicero, San Francisco Market Executive at UBS Private Wealth Management. “Their industry experience, expertise and dedication to clients make them a great addition to our firm, and we look forward to helping them continue to grow their business and serve clients in this key market.”

“We believe we have the strongest platform for Private Wealth Advisors in the industry,” added John Mathews, Divisional Director and Head of UBS Private Wealth Management. “With our comprehensive suite of capabilities to support ultra-high net worth individuals, advisors like Jeffrey and Bradley are exceptionally well-positioned to deliver the highest level of personalized service and advice to their clients.”

Jeffrey Klinger is a founder of the Klinger Quan Group within UBS Private Wealth Management. Jeffrey works with ultra-high-net-worth families, corporate executives, and entrepreneurs, providing comprehensive advice on their financial lives. He employs a goals-based approach that centers on the unique needs and priorities of each client.

Jeffrey joins UBS from Merrill Private Wealth Management where he worked as a Managing Director and Private Wealth Advisor since 2013. Prior to that, he spent five years as a Director of the Private Bank at Credit Suisse. Previously, Jeffrey served as a Vice President at Lehman Brothers within the Private Wealth Management division. He began his financial services career in 1997 at Burnham Securities in New York, where he was an investment banker. Jeffrey earned his Bachelor’s degree in Finance and Entrepreneurship from the University of Arizona.

Bradley Quan is a founder of the Klinger Quan Group within UBS Private Wealth Management. Bradley focuses on providing clients with customized advice and guidance on wealth management, tax-efficient investment management strategies, trust and estate planning services, and retirement strategies. He has particular knowledge in developing long-term frameworks designed to help preserve capital and generate cash flow, while mitigating risk.

Prior to joining UBS, Bradley was a Senior Vice President at Merrill Private Wealth Management since 2013. Prior to that, he was a Relationship Manager in Private Wealth Management at Credit Suisse, where he spent more than five years. Bradley began his career in 2003 as a Business Analyst for Lehman Brothers. He is a graduate of San Francisco State University, where he earned his Bachelor’s degree in Corporate Finance.

Notes to Editors

About UBS

UBS 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.

UBS 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, 29% in Switzerland, 20% 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).

https://www.ubs.com

© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

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SAN FRANCISCO–(BUSINESS WIRE)–UBS Private Wealth Management announced today that Lauren Kinch and Andrew Baumgartner have joined the firm in San Francisco. Together, Lauren and Andrew will partner with UBS advisors, Chris Clifford and Kate Kennedy, to form Labyrinth Wealth Advisors.

Labyrinth Wealth Advisors will advise and serve ultra-high net worth clients in Silicon Valley and the broader Bay Area. The 12-person team includes attorneys, CFAs®, and a CFP®, with expertise in investment management, tax optimization, estate planning, wealth transfer and family legacy.

“Lauren and Andrew are valuable additions to our team as we continue to focus on Bay Area founders, early employees, and executives,” said Todd Locicero, West Coast Market Head at UBS Private Wealth Management. “Wealth creators and our ultra-high net worth clients in the Bay Area require high-caliber, experienced partners like Lauren and Andrew to help them meet their unique needs and financial goals.”

“We are committed to providing our ultra-high net worth clients with the highest level of personalized service and advice,” said John Mathews, Head of UBS Private Wealth Management. “We believe we have the strongest platform for Private Wealth Advisors in the Americas, and with our suite of ultra-high net worth capabilities, teams like Labyrinth Wealth Advisors will be able to deliver the full power of UBS to clients in the Bay Area. ”

Lauren and Andrew bring over 25 years of combined industry experience to UBS. They join the firm from BNY Mellon Wealth Management where they spent the last five years advising clients and helping develop the firm’s wealth management platform offering.

Notes to Editors

About UBS

UBS 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.

UBS 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).

https://www.ubs.com

© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

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The latest asset management moves and appointments in the Asia Pacific region.

Withers

Withers has named Paul Jebely a senior partner in his Hong Kong office and head of his newly established global asset finance practice.

Jebely joins from Pillsbury Winthrop Shaw Pittman where he was Managing Partner of the Hong Kong office and Co-Chair of the firm’s Private Wealth and Asset Finance Practices. He primarily represents wealthy individuals and their companies. His clients currently include many well-known people on the Forbes Rich List and large corporations, both publicly and privately owned. He has served as counsel on well over $ 20 billion in transactions for the past 15 years.

Jebely was named the world’s leading private aviation and yachting lawyer by Chambers & Partners in 2018 (and recognized by the prestigious publication as the best private aviation lawyer in Asia since 2016). He has won other awards.

Jebely is also quoted by the Financial Times, Wall Street Journal, Forbes, and other international aviation publications. He is admitted to the bar in England and Wales, the United States (New York and Washington State) and Canada (Ontario).

Qiming Venture Partner

Qiming Venture Partners, the Chinese venture capital firm that manages $ 6.2 billion, has brought Shiyu Wang back as a partner. Shiyu Wang will co-lead the TMT team that manages and invests in the internet and consumer sectors.

Shiyu Wang previously worked at Qiming Venture Partners from 2012 to 2016.

“I know Qiming very well and identify very much with its culture. I personally experienced the respect and support Qiming shows entrepreneurs, ”said Shiyu Wang.

“China is a world-class consumer country, and I believe that the country’s consumer market will have a lot of opportunity and huge upgrade potential over the next five to ten years, as well as social networks.”

Qiming Venture Partners was founded in 2006 and has offices in Shanghai, Beijing, Suzhou, Hong Kong, Seattle, Boston and the San Francisco Bay Area. It manages $ 10 funds and six RMB funds with $ 6.2 billion in capital under management. Since her debut, she has supported more than 430 companies, more than 170 of which are listed on international stock exchanges.

Canada Life Asset Management

Canada Life Asset Management has appointed Jordan Sriharan as fund manager in its multi-asset business, which has more than £ 3.4 billion (US $ 4.58 billion) in assets under management as of September 2021.

Sriharan will partner with Craig Rippe, Head of Multi-Asset, to develop and manage a range of blended investment strategies for advisors, asset managers and institutional investors.

Prior to that, Sriharan was Head of Managed Portfolio Services at Canaccord Genuity Wealth Management for eight years. Previously, he was an investment analyst at Mercer, Wellcome Trust and Fidelity.

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SAN FRANCISCO – (BUSINESS WIRE) – First Republic Bank (NYSE: FRC), a leading private bank and asset management company, announced today that Ashley Evans is joining First Republic Investment Management in San Francisco.

Evans has been named Managing Director and Wealth Manager. It will provide portfolio management, retirement planning, investment advice and other wealth management services to individuals, families, non-profit organizations and private family foundations.

“Ashley Evans is an accomplished wealth manager and a great addition to our growing team of wealth management professionals for the San Francisco Bay Area,” said Bob Thornton, president of First Republic Private Wealth Management. “Ashley shares First Republic’s commitment to exceptional customer service.”

Evans has over 15 years of wealth management experience. It provides wealth management solutions to high net worth individuals and families with an emphasis on equity compensation and concentrated equity positions. Prior to joining First Republic, she was Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Evans is active in her local community, mentoring students and supporting several nonprofit organizations. She earned a Bachelor of Science degree in finance from San Diego State University. Evans is a CERTIFIED FINANCIAL PLANNER (CFP®) professional.

To learn more about First Republic Private Wealth Management, click here. To see our growing team of wealth management professionals, click here.

Via First Republic Bank

Founded in 1985, First Republic and its subsidiaries provide private banking, private business banking and private wealth management, including investment, fiduciary and brokerage services. First Republic specializes in delivering exceptional, relationship-based services and offers a full line of products including residential, commercial and personal loans, deposit services and wealth management. Services are provided through preferred banking or asset management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and Jackson, Wyoming. First Republic is part of the S&P 500 Index and the KBW Nasdaq Bank Index. More information is available at www.firstrepublic.com.

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SAN FRANCISCO – (BUSINESS WIRE) – UBS Private Wealth Management announced today that John “JT” Davenport, Angela Colombani and Sean Livingston have joined the company in San Francisco, California. The team brings together more than five decades of experience at UBS and joins the company after more than 10 years at JP Morgan Private Bank, where they have built a successful business advising very wealthy families. They manage $ 10.5 billion in client assets.

In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers and Senior Wealth Strategy Associate Tyler Baker-Williams.

“We are excited to welcome JT, Angela, Sean and their team to the company,” said Todd Locicero, West Coast Market Head at UBS Private Wealth Management. “Their expertise in serving clients in the tech and healthcare sectors will be a huge asset to the company and we look forward to working with them to grow their business here at UBS.”

JT worked at Goldman Sachs, Lehman Brothers and Arthur Andersen before joining JP Morgan Private Bank in 2010. At JP Morgan, he served as the managing director and head of the company’s Northern California Technology Practice, focusing on advising executives of private and public companies on pre-transaction planning, stock compensation and investment strategies. JT holds an MBA from the Berkeley-Colombia Executive MBA Program and a BS from Miami University. In 2001 he was awarded the title of Certified Public Accountant (CPA). JT currently serves on the Investment Committee of the Gateway Charter School in San Francisco.

Angela joined JP Morgan Private Bank in 2000, where she most recently served as Managing Director and Global Investment Specialist. She also led the practice of Northern California Private Bank Healthcare, which specializes in advising private and public company executives on pre-transaction planning, stock compensation and investment strategies. Angela has more than 20 years of experience in global capital markets and investment management. She holds a BS from California State University at Stanislaus, where she started on the women’s basketball team for four years.

Sean worked at PIMCO in Newport Beach, London and Munich before joining JP Morgan Private Bank in 2009. At JP Morgan, he served as Executive Director and Senior Client Advisor and led the private equity / venture capital team in Northern California. He has an MBA from the London Business School and a BA from the University of California, Irvine. Sean is active in his local community and has served on a variety of nonprofit bodies, including the San Francisco AIDS Foundation, the San Francisco Gay Men’s Chorus, and Friends of the Children.

Notes for editors

About UBS Global Wealth Management

As the world’s largest wealth manager, UBS Global Wealth Management offers wealthy families and private individuals worldwide comprehensive advice, solutions and services. Clients who work with UBS benefit from a fully integrated range of wealth management skills and expertise, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice.

About UBS

UBS offers financial advice and solutions to wealthy, institutional and corporate clients worldwide as well as private clients in Switzerland. UBS’s strategy is focused on our leading global wealth management business and our leading universal bank in Switzerland, complemented by Asset Management and the Investment Bank. The bank focuses on companies that have a strong competitive position in their target markets, are capital efficient and have attractive long-term structural growth or profitability prospects.

UBS is present in all major financial centers around the world. It has offices in more than 50 regions and locations, with approximately 30% of its employees in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa, and 20% in the Asia-Pacific region. UBS Group AG employs over 68,000 people worldwide. The shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

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Summit, NJ, April 13, 2021 (GLOBE NEWSWIRE) – Travel strategic wealth (“travel”), A registered investment advisor and practice management partner, today announced the launch of its San Francisco office, led by an award-winning advisor Kristin Bartlow, CFP®, CLU®, RICP, ChFC®, WMCP®, previously from Bartlow Wealth Management, a Northwestern Mutual company. The team brings $ 180 million in assets under management to Journey.

Bartlow’s team includes Brett Agnew, CFP®, Kevin D. Rinow, CFP®, CLU®, RICP®, ChFC®, and Adrienne Braccia Conrad. They will be the first advisors to join Journey’s practice-management RIA model and will primarily serve institutional and other pre-retirement clients, including high net worth technology managers and their families. Bartlow was named a Top Women Wealth Advisor of 2020 by Forbes and a 2020 Top Wealth Advisor Moms recipient by Working Mother & Shook Research.

“We are very honored to have Kristin’s team in the Journey family and are very proud to have them become the new face of our San Francisco office,” he said Penny Phillips, President and Co-Founder of Journey. “When we set out to start Journey, we had a very specific consultant in mind: a talented leader who is compassionate, who stands up for and believes in his clients, and who is unwaveringly committed to his duty of loyalty feels – that’s Kristin, Brett, Kevin and Adrienne to the nth degree. ”

Journey was founded by longtime consultants Michael Brown and Brian Flynn, along with notable consultants Praxis Management Coach, Phillips by Thrivos Consulting. The company is a hybrid RIA model that focuses on providing hands-on support and coaching for practice management to advisory teams who want to focus on serving their clients. Unlike the traditional aggregator model, which is aimed at business growth rather than practice management, Journey’s highly skilled team of experts takes care of everything from billing, payroll, investment management, financial planning, technology stack, home office support and marketing.

“We are very excited to be part of Journey, supported by a team that understands what is important to us as consultants and ultimately to our customers,” he said Bartlow. “The support at all levels enables us to better address our clients’ financial planning needs while being sure that we are doing whatever it takes to help them find financial freedom. This next chapter is bright. ”

Journey takes a deliberate, proactive approach to helping consultants best serve their clients, especially corporate executives, multi-generational families, and wealthy families. This includes hiring a team with a unique range of experience from across the financial services industry who can guide clients through comprehensive financial planning, investment management, risk analysis, and business or family office planning.

“We are in the middle of a digital revolution where customer expectations are constantly changing,” he said Phillips. “When we see an opportunity for our consultants to interact with clients in new and effective ways, you can bet that we will make it happen.”

Journey is headquartered in Summit, New Jersey and currently manages $ 2.7 billion in total client assets. The company continues to seek advisory teams in the United States that are aligned with its clients’ needs and corporate values.

For media inquiries, contact media@journeysw.com. For more information on Journey, please visit www.journeysw.com.

About Journey Strategic Wealth

Trip strategic wealth (“trip”) is a registered investment advisor working with a wide range of multi-generational clients in the United States, including corporate executives, high net worth individuals and their families.

As a practical strategic partner for financial advisors, Journey doubles the consistent support of practice management – including billing, payroll, investment management, financial planning, technology stack, home office support and marketing. This enables our consultants to focus on what they came here to do: to financially guide their clients through the ups and downs of life.

Journey is headquartered in Summit, New Jersey and has an office in San Francisco. Journey currently manages $ 2.7 billion in client assets.

Advisory services are provided through Journey Strategic Wealth (“Travel”). Securities are offered through Purshe Kaplan Sterling Investments, Inc. (“PKS”). Journey and PKS are not connected. Consultancy services are only offered to customers or prospects for whom Journey and its agents are properly licensed or exempt.

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• Kristin Bartlow Headshot_-1

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