On-Target Media Relations in Key Western U.S. Markets for Largest Global Wealth Manager – Client for 9+ Years

UBS Wealth Management USA provides financial planning and investment management services for ultra-high and high net worth, multigenerational families and business owners. It is the largest wealth manager globally.  

Clearpoint developed a media relations strategy to gain coverage in key regional markets including San Diego, Riverside and Orange Counties, CA; Honolulu, Hawaii; and Phoenix, Tucson and Scottsdale, Arizona over the last nine years.

Results: Annual Averages


Feature Stories


Press Releases


Thought Leader Articles

Local advisor coverage in Forbes, Barron’s, Bloomberg, Financial Advisor IQ, regional newspapers, business journals and more


  • Develop strategy to gain coverage in key regional markets
  • Support recognitions for local advisors in local and national media
  • Build thought leadership
  • Increase leads


  • Audit of primary competitors’ comms strategies
  • Finesse messaging pillars
  • Media train executives and financial advisors
  • Media outreach to raise brand awareness
  • Awards strategy
  • Guest article development
  • Interviews of financial advisors
  • Media interview coaching, talking points, prep and facilitation
  • News release development
  • Refreshed bios for all financial advisors
  • LinkedIn guidance for branch managers and financial advisors
  • Sponsorship recommendations and promotion
  • Development of emails, letters, articles
  • Strategy discussions with national UBS Media Office


  • Elevated brand awareness and increased coverage of UBS in regional markets
  • Dozens of interviews annually with local business and consumer media, financial trade publications, podcasts, and television stations
  • 150+ earned media stories across media outlets annually, including 25+ feature stories/year
  • 6-8 articles written and placed annually with executive bylines, often including additional syndication
  • 8-10 press releases written and distributed annually in SoCal, AZ and HI, averaging thousands of views and 250+ link clicks for every press release 
  • Consistent pick-up of news on financial and news wires including MarketWatch, Street Insider, Morningstar, Benzinga, Seeking Alpha, Bloomberg, AP, CNN Business and WSJ
  • Sales lead increases across key regional markets

“Clearpoint’s continued in-depth understanding of UBS Wealth Management’s financial services and the importance of using intellectual capital to gain media opportunities has helped to communicate a consistent message to the public.”

Chris Kurdziel Former Assistant Complex Director, San Diego, UBS Wealth Management Americas