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UBS Wealth Management’s International Unit Fuels Mexican Offering by Hiring Five Senior Advisors

UBS Wealth Management’s International Unit Fuels Mexican Offering by Hiring Five Senior Advisors
Photo: Jorge V Ulloa
  • They are Miguel Barbosa, Alfonso Barros, Juan Calderón , Ricardo Mendez, and Carlos Rodriguez-Aspirichaga
  • They used to work at JP Morgan Private Bank
  • They will be based out of UBS’ New York, Miami and Houston offices
By Gabriela Huerta

Miguel Barbosa, Alfonso Barros, Juan Calderón , Ricardo Mendez, and Carlos Rodriguez-Aspirichaga have joined UBS Wealth Management’s international unit in a push to strengthen the firm’s business in Mexico.

The experienced ultra-high-net worth advisors used to work at JP Morgan Private Bank, and will be based out of UBS’ New York, Miami and Houston offices.

Sources familiar with the matter told Funds Society that this is a very good example of UBS’ appeal to UHNW advisors. “We recently aligned our wealth management business to be unified under a global wealth management umbrella…  and one aspect of that too is to establish a much more aligned and direct focus on Latin America under the leadership of Sylvia Coutinho in Brazil.” Adding that the team of new hires “is a very talented team with an impressive client roster in Mexico. They represent some of the most sophisticated and wealthy investors in Mexico and that’s a very good fit for UBS. I think they will find this a very good move for them and their clients.”

UBS private banking and wealth advisors serve clients in 65 markets and work with approximately half of all billionaires in the world.

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