The Meenan Yedid Group, a division of UBS Financial Services Inc. in New York, NY, is a highly experienced team of wealth management professionals dedicated to providing personalized services to high net worth individuals. With a holistic approach, they strive to understand their clients' financial goals and aspirations in order to create tailored financial plans that inspire confidence and move investments forward.
Led by Managing Directors Shlomi Yedid and Rob Meenan, the Meenan Yedid Group specializes in meeting the unique needs of finance professionals, corporate executives, and entrepreneurs. They offer a boutique approach, providing individualized attention and developing long-term relationships, while leveraging the global resources of UBS, the world's largest wealth management firm. Accredited to provide wealth management advice in both Israel and the United Kingdom, the Meenan Yedid Group combines their diverse international business experience with a deep understanding of the interconnectedness of investments in the global economy.
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