UBS Private Wealth Management announced today that The Matthews Group, an advisor team in the firm’s Bellevue, WA branch office, has been ranked the top team in Washington on the Forbes Best-In-State Wealth Management Teams list for 2023.
The team was also named to the Forbes America’s Top Wealth Management Teams, Private Wealth list for 2022, as the only advisor team in Washington state named to the list.
“This recognition highlights The Matthews Group’s ability to effectively leverage their diverse expertise alongside the full breadth of UBS’s capabilities for the benefit of their ultra-high net worth clients,” said John Mathews, Divisional Director and Head of UBS Private Wealth Management. “The team’s dedication to client success makes a lasting difference in their lives, helping them achieve their individual needs and goals.”
The 19-member team, led by partners Michael Matthews, Tyler Matthews and Melanie Matthews, is responsible for managing $2 billion in investable client assets. Together, they bring a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families. The team is known for taking a detailed and highly customized approach, leveraging the resources of UBS's global footprint to help clients thrive financially so they can make their mark on the world.
The inaugural 2023 Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. For the full list and further information, please visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
The inaugural 2022 Forbes/Shook Top Wealth Management Teams Private Wealth list has 100 teams with cumulative assets of $902 billion. For the full list and further information, please visit: https://www.forbes.com/lists/top-wealth-management-teams-private-wealth/
The rankings, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative criteria, including telephone, virtual and in-person interviews.
Notes to Editors
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