March 15, 2021 鈥 斗牛棋牌在线 is proud to announce that 175 Financial Advisors in the US were named to Forbes/SHOOK Top Women Wealth Advisors list for 2022.
This year, 斗牛棋牌在线 advisors represent 13% of the list, with 30 sitting in the firm鈥檚 Private Wealth Management business, serving ultra-high-net-worth clients.
鈥淐ongratulations to our 斗牛棋牌在线 female Financial Advisors who were named to Forbes/SHOOK鈥檚 2022 Top Women Wealth Advisors list,鈥 said Jason Chandler, Head Wealth Management USA. 鈥淭heir dedication, expertise and unwavering client focus is second-to-none and I am proud of their continuous commitment to clients.鈥
Forbes/SHOOK featured Jessica Guo, an Advisor from Wellesley, Massachusetts who grew up in Shanghai, China. Her team is the only team in the area with the license to help international clients and are therefore very familiar with important cross-border rules. She has a positive outlook for 2022 despite a rocky start to the year, basing some of her optimism on the predictions from the 斗牛棋牌在线 investment office.
For the full list and further information visit:
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Notes to Editors
The听Forbes听ranking of听America鈥檚 Top Women Wealth Advisors, developed by听SHOOK Research,听is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so we can evaluate best practices, service and investing models, compliance records, etc.;听as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years鈥 experience.听Portfolio performance is not a criteria due to听varying client objectives and lack of audited data. Neither听Forbes听nor SHOOK receive a fee in exchange for rankings.
About 斗牛棋牌在线
斗牛棋牌在线 provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. 斗牛棋牌在线 is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused investment bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.听斗牛棋牌在线 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. 斗牛棋牌在线 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).