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Financial Advisor Belin Robertson joins UBS in Pacific Desert Market

1. UBS welcomes Belin Robertson as a Financial Advisor in Irvine. 2. Robertson has 25 years of experience in complex trust and liquidity planning. 3. He previously worked at Wilmington Trust, Merrill Lynch, and Neuberger Berman. 4. Robertson's expertise aligns with UBS’s commitment to personalized financial advice. 5. This expansion enhances UBS’s capabilities in the Pacific Desert Market.

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Why Bullish?

Belin Robertson's hiring could attract affluent clients due to his expertise, potentially boosting asset inflows. UBS’s previous expansion efforts have shown positive impacts on share prices.

How important is it?

The significance stems from Robertson's specialized experience, likely enhancing UBS's client offerings and attracting new clients in a competitive market.

Why Short Term?

The immediate impact arises from increased client engagement and revenue potential in the Irvine office. Historically, hiring key personnel has led to quick revenue growth for wealth management firms.

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IRVINE, Calif.--(BUSINESS WIRE)--UBS Wealth Management US has announced that Belin Robertson has joined the firm as a Financial Advisor. He will be based in the UBS Irvine office, which is part of the firm’s Pacific Desert Market, led by Market Executive Justin Frame.“We are thrilled to welcome Belin Robertson to UBS... We are confident that he will be a valuable asset to our firm and our clients in the Pacific Desert Market,” said Howard Woo, Irvine Market Director.Share With more than 25 years of industry experience, Belin specializes in complex trust matters and sophisticated planning around liquidity events for clients and their families. He joins UBS after working for the past three years with Wilmington Trust. He previously spent a large portion of his career at other major firms such as Merrill Lynch and Neuberger Berman. “We are thrilled to welcome Belin Robertson to UBS. With his extensive experience in intricate trust issues and advanced financial planning, we are confident that he will be a valuable asset to our firm and our clients in the Pacific Desert Market,” said Howard Woo, Irvine Market Director at UBS. “Belin’s expertise and dedication to client success align perfectly with our commitment to providing exceptional financial advice and solutions. We look forward to the positive impact he will have on our team and the personalized service he will offer to our clients.” Belin earned his M.B.A. from the University of Southern California Marshall School of Business in Los Angeles, California, and has his Bachelor of Arts in History with Honors from Lehigh University in Bethlehem, Pennsylvania. He holds Series 7, 63, and 65 securities licenses as well as his California life insurance license #0G49163. Notes to Editors: photos available upon request About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). https://www.ubs.com © UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

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