UBS Business Owners Client Segment

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UBS Business Owners Client Segment


UBS Business Owners Client Segment originated in 2017 with the mandate of providing the necessary resources and intellectual capital to Business Owners and the Financial Advisors who serve them. UBS has identified the Business Owner space as one with great potential so the firm is focusing on enhancing and expanding the solution set for this client segment in order to build deeper and fruitful relationships. Traditionally, wealth management firms engage a business owner client surrounding the liquidity event, but UBS is looking to build stronger relationships further in advance so Financial Advisors can better compete for assets.

UBS is primarily known for personal wealth management which typically occurs post-sale for a business owner. However, there are valuable resources and expertise that can be leveraged at UBS during all stages of the business owner lifecycle (i.e., startup, growth and maturity). Some examples include a global family office, a network of boutique investment banks, business lending and insurance solutions, Planning, philanthropic, ESOP, family governance and retirement plan services. Not only is UBS helping businesses achieve a maximum valuation, the firm is also helping business owners understand the emotional, financial, and business components during a business transition.

 

Learning Objectives:

  • Describe the many resources UBS has to offer in helping Business owners before, during and after an exit
  • Illustrate the role of a UBS Financial Advisor in the team sport of business transition planning
  • Insights on the business owner demographics and the “exit wave”
  • Interactive case study of a business owner who is going through a business transition

 

About the Summit:

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

This annual broadcast series offers attendees relevant introductory educational topics presented by esteemed experts a part of the Exit Solutions Partner Network. You will have an opportunity to ask questions, connect with the presenter, and continue the conversation both during and post-broadcast.

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel. The highlights for the 2020 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

Explore the 2020 Exit Planning Summit

Meet the Presenter


Chris Cua

Chris Cua

MA, CEPA, Analyst of Business Owners Segment

Contact Chris

Meet Chris.

Chris is an analyst of the Business Owner Segment within the Strategic Client Segments team, taking the role at  the end of 2018. Chris joined the Strategic Client Segments team in November 2018, which develops and executes strategy on the Firm’s high potential client segments.

The Business Owner’s Segment objective is to establish UBS as the preeminent wealth management firm of choice for business owners by addressing their unique needs and helping them to achieve their financial goals over their lifetimes. In his current role, he focuses on the current and future strategy of the team, plans and executes field engagement, and supports large projects. Additionally, he facilitates the on-boarding process of new tools to build the suite of resources for Advisor who are in business owner space.

Chris began his career at UBS in 2015 where he spent two years as an Advisor, focusing on investment management and planning-based services to help clients achieve their goals and objectives.

Outside of work, Chris volunteers at the Hoboken Food Shelter and has a passion for Villanova basketball and Boston sports. He also loves basketball, tennis, reading, and traveling.

He also holds FINRA Series 7 and 66 licenses as well as Certified Exit Planning Advisor (CEPA®) designation.

Connect with the Presenter: UBS Financial Services Inc.  |  Website: www.ubs.com |

Phone: (201) 352-1635 |  Email: Connect with Chris


With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of high net worth and ultra high net worth individuals.

Our global strategy is centered on strengthening UBS’s leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Bank and Asset Management divisions to deliver outstanding solutions for our clients.

The UBS Wealth Management Americas approach is based on the trusted relationship of our Financial Advisors and their clients. Our experienced Advisors are committed to understanding clients’ needs and delivering insightful, informed advice to help them realize their dreams.

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