UBS Wealth Team Secures Top 4 Spot on Forbes’ Elite 2025 List
A UBS wealth management team has again earned a top spot in a national ranking. The Hollenbaugh, Rukeyser, Safro & Williams group secured fourth place on Forbes’ 2025 list of America’s Top Private Wealth Management Teams. This marks their third consecutive year on the prestigious list.
The team is led by James Hollenbaugh, one of its founding members. Based across Boston, New York, and Palm Beach, they oversee more than $7 billion in assets for ultra-high net worth clients. Their services include personalised financial strategies, bespoke solutions, and high-level client care.
Forbes’ annual SHOOK Top Wealth Management Teams list recognises 100 elite groups managing over $1.5 trillion in total. The UBS team stands out among them, maintaining a strong position since 2023. Their 13-member team includes Private Wealth Advisors David Hollenbaugh, Peter Rukeyser, Wayne Safro, and Alexander Williams, all holding Managing Director roles.
The team’s consistent ranking reflects their expertise in handling complex wealth needs. With a focus on ultra-affluent individuals and families, they continue to expand their influence in private wealth management. Their third straight appearance on the Forbes list underscores their standing in the industry.
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