UBS Wealth Management Americas to speak at 24th Annual NASPP Conference
October 21 2016 - 10:00AM
Business Wire
UBS Wealth Management Americas today announced that four
representatives from UBS Equity Plan Advisory Services (EPAS) have
been selected as speakers for the National Association of Stock
Plan Professionals (NASPP) 24th Annual Conference, to be held from
October 24 - 27 in Houston, TX. With nearly 6,000 members, NASPP is
the leading membership association in the field of equity
compensation. The conference is a premier event for those involved
in the granting, servicing and management of equity compensation,
attracting close to 2,000 attendees and delivering critical
guidance on the latest developments, practices and trends in
corporate stock plans.
"We are proud to again be one of the sponsors of this year's
NASPP conference, where we can continue to share insights with our
clients and partners," said Michael Barry, Head of UBS Equity Plan
Advisory Services.
On October 25 and 26, Michael Nannini, Head of Participant
Experience, will facilitate group discussions on "Employee
Education and Communication," where attendees will share individual
experiences and best practices, as well as seek feedback from peers
about equity compensation planning. According to UBS Participant
Voice, an industry-wide survey of equity plan participants,
employees perceive twice as much value in their equity compensation
when they take three specific actions—planning, advice and
diversification. In addition, when employees take these three
specific actions with UBS, the survey revealed that perceived value
increased even more than the industry average.
On October 25, Ryan Trent, Relationship Manager for UBS EPAS,
will speak on the panel, “Be Prepared For T+2,” where experts will
discuss how the new trade settlement timeline will affect issuers
and third-party providers.
At the Ask the Experts Booth, Jesse Amarillas, Senior Vice
President, Wealth Management and Tommy Swindle, Manager, Financial
Reporting, will offer important insights about administering Rule
10b5-1 Plans and supporting Section 16 services. In addition, they
will discuss UBS EPAS's latest research on the behaviors and
attitudes of equity plan participants and what participants can do
to maximize the value they place on their awards.
UBS recognized as an industry leader
UBS Equity Plan Advisory Services, part of UBS Financial
Services Inc., is dedicated to helping companies and their
employees recognize the value of equity awards. Most recently, the
firm was named as one of the top providers of equity plan services
by Group 5, which provides research on equity plan participant
satisfaction. UBS EPAS maintained the top ranking in the following
categories for partial administration, full administration and/or
both: #1 overall satisfaction1, #1 account support1, #1 loyalty1,
#1 accessibility and responsiveness2, #1 ease of plan
administration platform2, #1 dashboard and analytics tools2, #1
security and privacy of data3, #1 plan event execution2, #1
executive services4, #1 wealth management services5, #1 participant
website1, #1 modeling tools5 and #1 overall fee value6.
UBS provides education and access to advice to participants in
the U.S. and many countries internationally. Serving more than one
million participants in over 150 countries at 170 companies, the
firm offers customized plan administration and transaction
solutions based on specific issuer needs through both full and
partial administration services.
1 2016 Group Five Stock Plan Administration Satisfaction Study,
partial administration ratings2 2016 Group Five Stock Plan
Administration Satisfaction Study, full administration ratings3
2016 Group Five Stock Plan Administration Satisfaction Study, full
administration ratings, shared with AST and Solium4 2016 Group Five
Stock Plan Administration Satisfaction Study, partial and full
administration ratings (full administration shared with Fidelity)5
2016 Group Five Stock Plan Administration Satisfaction Study,
partial administration ratings, shared with E*TRADE6 2016 Group
Five Stock Plan Administration Satisfaction Study, partial
administration ratings, shared with Morgan Stanley
Notes to Editors
About UBS Wealth Management Americas
Wealth Management Americas is one of the leading wealth managers
in the Americas in terms of financial advisor productivity and
invested assets. Its business includes UBS’s domestic U.S. and
Canadian wealth management businesses, as well as international
business booked in the U.S. It provides a fully integrated set of
wealth management solutions designed to address the needs of ultra
high net worth and high net worth clients.
About UBS Group AG
UBS Financial Services parent company, UBS Group AG, provides
financial advice and solutions to wealthy, institutional and
corporate clients worldwide, as well as private clients in
Switzerland. The operational structure of the Group is comprised of
our Corporate Center and five business divisions: Wealth
Management, Wealth Management Americas, Personal & Corporate
Banking, Asset Management and the Investment Bank. UBS's strategy
builds on the strengths of all of its businesses and focuses its
efforts on areas in which it excels, while seeking to capitalize on
the compelling growth prospects in the businesses and regions in
which it operates, in order to generate attractive and sustainable
returns for its shareholders. All of its businesses are
capital-efficient and benefit from a strong competitive position in
their targeted markets.
UBS is present in all major financial centers worldwide. It has
offices in 54 countries, with about 34% of its employees working in
the Americas, 35% in Switzerland, 18% in the rest of Europe, the
Middle East and Africa and 13% in Asia Pacific. UBS Group AG
employs approximately 60,000 people around the world. Its shares
are listed on the SIX Swiss Exchange and the New York Stock
Exchange (NYSE).
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MediaFor UBS Wealth Management AmericasPranita Sookai,
+1-212-713-3379pranita.sookai@ubs.com
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