UBS has announced the addition of Anibal Drelichman as a Financial Advisor in its Washington, D.C. office. With a wealth of experience in the financial services industry, Anibal and his team will operate within the UBS Philadelphia D.C. Wealth Management Market, which is led by Market Executive Julie Fox and reports to Market Director Brendan Graham.
Julie Fox expressed her enthusiasm for Anibal’s appointment, emphasizing that his extensive experience in serving high and ultra-high-net-worth clients will bring significant value to UBS. “Anibal’s decades of experience in wealth management will be a tremendous asset to our firm as we continue to expand our offerings in the Washington, D.C. region,” Fox said. “We are confident that Anibal and his clients will greatly benefit from our advanced wealth management tools and client-focused platform at UBS.”
Brendan Graham, the Market Director for the Washington, D.C. area at UBS, also praised Anibal’s dedication to his clients and his deep expertise in the financial services sector. “Anibal is an incredibly dedicated financial advisor, and his deep knowledge of the industry will be invaluable as we grow our presence in this important market,” said Graham. “We are committed to continuing to bring talented professionals like Anibal on board to further strengthen our team.”
Anibal Drelichman brings nearly 30 years of experience in the financial industry to UBS, having worked with a wide array of clients ranging from individuals to large institutions. Prior to joining UBS, he was a Financial Advisor at RBC Wealth Management, where he honed his skills in wealth planning and investment management. His career began in 1997 at American Express, and over the years, he held various prominent roles at top firms including PaineWebber, Morgan Stanley, Citi, and Oppenheimer & Co.
Throughout his career, Anibal has built a reputation for providing comprehensive wealth management services to a broad spectrum of clients, including high-net-worth individuals, business owners, nonprofits, corporations, and credit unions. His expertise spans investment management, estate planning, tax optimization, and other critical aspects of financial advisory services, enabling his clients to navigate complex financial landscapes with confidence.
Before transitioning into wealth management, Anibal had a successful legal career. He earned his law degree from American University and his Bachelor of Arts degree from the University of Michigan. His background in law gives him a unique perspective and a well-rounded approach to financial planning, further enhancing the services he provides to his clients.
Joining Anibal in his move to UBS is Client Service Associate Fatema Sarker, who will assist in delivering high-level client service and operational support to their growing client base.
UBS continues to strengthen its team of financial advisors as part of its broader strategy to expand its wealth management presence in key U.S. markets like Washington, D.C. The firm is focused on delivering tailored financial solutions to meet the diverse needs of affluent individuals and institutions, providing a full suite of services backed by UBS’s global resources.
UBS’s commitment to providing clients with a high level of personalized service is reflected in its continued efforts to recruit top talent like Anibal Drelichman. By joining UBS, Anibal and his team gain access to the firm’s advanced tools and global expertise, which will help them better serve their clients and continue to grow their practice.
As the firm continues to expand in the D.C. area, UBS is positioning itself as a leader in wealth management, ensuring that it remains well-equipped to address the complex financial needs of its clients. Anibal’s appointment is a key part of that strategy, and both he and his clients are expected to benefit significantly from UBS’s extensive resources and client-first approach.
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. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. 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).
