CALGARY, Nov. 10 /CNW/ - UBS Wealth Management today announced the appointment of Beat Meier as Regional Head for UBS Wealth Management's business in Alberta, Saskatchewan and Manitoba. UBS Wealth Management has operated in Canada since 1951.
Beat Meier joined UBS in Switzerland in 1992. He held a variety of positions in Zurich prior to joining UBS Wealth Management Canada in Vancouver in 2003. In August 2005, Beat opened the Calgary office of UBS Wealth Management.
"Beat's deep roots with UBS and international banking knowledge has given him the depth of experience needed to assist Canadians in the fastest growing wealth communities in Canada," said Grant Rasmussen, President and CEO, UBS Bank (Canada). "Based in Calgary, Beat leads a team who represents the only global wealth management firm with a presence in Western Canada."
Most recently, Beat was a Senior Private Wealth Adviser and a member of the UBS KeyClient Group in Canada. The KeyClient group serves the Ultra High Net Worth in Canada ((greater than)$30 Million in investable assets). By discussing and analyzing each client's investment objectives and risk tolerance, he is involved in preparing wealth plans and identifies appropriate investment strategies and investment products. Beat is a CFA charter holder and a member of the CFA Institute. He is also a graduate of the Swiss Certified Banking Specialist program and has his designation as a Canadian Investment Manager (CIM).
Before he established the Calgary office, Beat spent two years in the Vancouver office of UBS. Beat served a wide range of Canadian clients with sophisticated investment management needs in multiple currencies and asset classes.
Headquartered in Zurich and Basel, Switzerland, UBS is a global firm providing services to private, corporate and institutional clients. Its strategy is to focus on international wealth management and the Swiss banking business alongside its global expertise in investment banking and asset management. In Switzerland, UBS is the market leader in retail and commercial banking.
UBS is present in all major financial centers worldwide. It has offices in over 50 countries, with about 38% of its employees working in the Americas, 34% in Switzerland, 15% in the rest of Europe and 13% in Asia Pacific. UBS employs more than 70,000 people around the world. Its shares are listed on the SIX Swiss Exchange, the New York Stock Exchange (NYSE) and the Tokyo Stock Exchange (TSE).
SOURCE UBS WEALTH MANAGEMENT
For further information: For further information: Graeme Harris, Tel. (416) 350-7050, firstname.lastname@example.org; www.ubs.com