#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
At The Banas-Yu Wealth Management Group, we’re a deeply experienced team with a passion for solving your financial challenges. We understand the complex needs of corporate retirement plan sponsors, multigenerational families and business owners. For more than 30-years, we’ve proudly worked together to bring our clients thoughtful, customized solutions encompassing all aspects of their financial lives. Our team is comprised of nationally recognized industry leaders with diverse backgrounds, including a female partner who is a native Mandarin speaker.
We are a planning-based team. As such, each relationship begins with conversations that deepen our understanding of your goals and how we can help you achieve them. Whether we’re advising a plan sponsor on fiduciary responsibilities or an individual investor on multigenerational wealth strategies, we work closely with you to create a fully integrated plan.
Our level of caring has consistently earned our clients’ confidence, with many client relationships over 30 years. Accessible and highly responsive, we are always available to resolve a question or concern. You also gain access to the global resources and thought leadership of UBS, one of the world’s leading wealth management firms.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Insights grounded in experience
A strong work ethic and enthusiasm for the financial markets brought Bob to the start of his advisory career more than 30 years ago. As a powerful advocate for business owners, institutions, corporate retirement plan sponsors and successful families, he helps sort through the complexities of qualified and nonqualified retirement plans. Bob provides fiduciary education and training, working with his institutional clients to design, implement and monitor their employee retirement benefit plans.
For ultra high net worth families, Bob focuses on holistic financial planning, including trust and estate planning, wealth transfer and customized investment and tax-advantaged strategies. He listens closely to understand his clients’ sophisticated needs, creating long-lasting relationships that span generations.
Prior to joining UBS as a co-founder of The Banas-Yu Wealth Management Group in 2008, Bob was an Associate Director at Bear Stearns, where his team pioneered one of the firm’s most successful retirement plan consulting practices. Over the course of his career, he has deepened his passion for delivering the best solutions to help corporate and individual clients achieve their financial goals.
Outside of work
Bob invests his time in the support of veterans, with a focus on pathways to college education and transitions to the civilian workforce. In addition, he serves on the UBS Veterans Network Steering Committee for the Midwest region and actively supports local animal rescue efforts. In his free time, Bob enjoys travel, vegetarian cooking, yoga and playing golf.
Insights grounded in experience
With three decades of experience serving the needs of affluent investors and corporate retirement plan sponsors, Limei has earned her clients’ trust and created strong relationships that stand the test of time. She is passionate about solving her clients’ most complex financial challenges, combining the full scope of UBS resources with her deep knowledge of asset allocation and advanced planning strategies.
Limei co-founded The Banas-Yu Wealth Management Group in 1992 with her partner, Bob Banas. As an Institutional Consultant and Senior Retirement Plan Consultant, she focuses on asset allocation analysis, estate planning strategies and relationship management. A native speaker of Chinese Mandarin, Limei’s unique perspective is truly valued by the team’s select group of large Asian corporate clients.
Prior to joining UBS in 2008, Limei was an Associate Director at Bear Stearns, where her team pioneered one of the firm’s most successful retirement consulting practices. Over the course of her career, Limei has consistently focused on delivering better outcomes—and making a difference in the financial lives of her clients.
Outside of work
Limei is devoted to supporting the Asian community and women’s organizations. She enjoys travel, oil painting, tennis, yoga and cooking. Limei and her daughter share a passion for improving our educational system and encouraging the development of well-rounded children.
An interest in helping people make sense of their financial options and challenges sparked Pam's career in financial services. In 2013 Pam joined UBS Financial Services, Inc. Wealth Management and shortly after in 2015 teamed up with The Banas-Yu Wealth Management Group. Pam manages the groups operations with a focus on serving clients needs as well as business development.
Leveraging her natural strengths of listening and problem solving, she offers highly personalized guidance. Pam works with institutional clients to provide financial benefits to plan committees and employees. As part of the team, she helps provide personalized service and investment management experience.
Pam earned a B.A. from Syracuse University and holds Series 3, 7 and 66 securities licenses. In her personal time, she is an avid gardener and enjoys cooking, riding her bike, and traveling to new places as well as the old familiar favorites. Pam and her husband live in Milwaukee with their inquisitive cat.
Insights grounded in experience
A strong work ethic and enthusiasm for the financial markets brought Bob to the start of his advisory career more than 30 years ago. As a powerful advocate for business owners, institutions, corporate retirement plan sponsors and successful families, he helps sort through the complexities of qualified and nonqualified retirement plans. Bob provides fiduciary education and training, working with his institutional clients to design, implement and monitor their employee retirement benefit plans.
For ultra high net worth families, Bob focuses on holistic financial planning, including trust and estate planning, wealth transfer and customized investment and tax-advantaged strategies. He listens closely to understand his clients’ sophisticated needs, creating long-lasting relationships that span generations.
Prior to joining UBS as a co-founder of The Banas-Yu Wealth Management Group in 2008, Bob was an Associate Director at Bear Stearns, where his team pioneered one of the firm’s most successful retirement plan consulting practices. Over the course of his career, he has deepened his passion for delivering the best solutions to help corporate and individual clients achieve their financial goals.
Outside of work
Bob invests his time in the support of veterans, with a focus on pathways to college education and transitions to the civilian workforce. In addition, he serves on the UBS Veterans Network Steering Committee for the Midwest region and actively supports local animal rescue efforts. In his free time, Bob enjoys travel, vegetarian cooking, yoga and playing golf.
Insights grounded in experience
With three decades of experience serving the needs of affluent investors and corporate retirement plan sponsors, Limei has earned her clients’ trust and created strong relationships that stand the test of time. She is passionate about solving her clients’ most complex financial challenges, combining the full scope of UBS resources with her deep knowledge of asset allocation and advanced planning strategies.
Limei co-founded The Banas-Yu Wealth Management Group in 1992 with her partner, Bob Banas. As an Institutional Consultant and Senior Retirement Plan Consultant, she focuses on asset allocation analysis, estate planning strategies and relationship management. A native speaker of Chinese Mandarin, Limei’s unique perspective is truly valued by the team’s select group of large Asian corporate clients.
Prior to joining UBS in 2008, Limei was an Associate Director at Bear Stearns, where her team pioneered one of the firm’s most successful retirement consulting practices. Over the course of her career, Limei has consistently focused on delivering better outcomes—and making a difference in the financial lives of her clients.
Outside of work
Limei is devoted to supporting the Asian community and women’s organizations. She enjoys travel, oil painting, tennis, yoga and cooking. Limei and her daughter share a passion for improving our educational system and encouraging the development of well-rounded children.
An interest in helping people make sense of their financial options and challenges sparked Pam's career in financial services. In 2013 Pam joined UBS Financial Services, Inc. Wealth Management and shortly after in 2015 teamed up with The Banas-Yu Wealth Management Group. Pam manages the groups operations with a focus on serving clients needs as well as business development.
Leveraging her natural strengths of listening and problem solving, she offers highly personalized guidance. Pam works with institutional clients to provide financial benefits to plan committees and employees. As part of the team, she helps provide personalized service and investment management experience.
Pam earned a B.A. from Syracuse University and holds Series 3, 7 and 66 securities licenses. In her personal time, she is an avid gardener and enjoys cooking, riding her bike, and traveling to new places as well as the old familiar favorites. Pam and her husband live in Milwaukee with their inquisitive cat.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Creating a truly rewarding workplace
Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Experienced in managing plan complexity
As senior retirement plan consultants, we provide comprehensive services to help you manage your corporate plan in the best interests of your participants—so that you can help them achieve their retirement savings goals.
We help you keep pace with changing regulations, stay on top of requirements and manage your fiduciary responsibilities. Whether we’re evaluating plan fees or creating a strategy for participant financial education, our retirement plan experience and specialized knowledge can help make your plan stronger for you and your employees.
Our services are transparent, direct and always focused on better outcomes. We can advise you on:
As institutional consultants, we have a deep understanding of the challenges of running a large institutional investment program. We are driven to provide the objective advice and innovative strategies your organization needs to succeed.
Learn more on how we can help you manage your participants’ corporate plan
Multigenerational planning for families
When it comes to meeting the financial priorities of affluent families, we help many clients with common concerns around retirement-related goals and tax minimization. From our years of experience serving generations of investors, we are well-positioned with advice and a well-thought-out course of action.
Based on a thorough understanding of your needs, we can help as you seek to:
Guided by your plan, we provide a variety of customized investment solutions. Beyond traditional investment strategies, we offer access to more sophisticated solutions, such as hedge funds, alternative investments and structured products. We design strategies that are completely aligned with your investment objectives and risk tolerance.
Learn more about our wealth management capabilities for affluent families
Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. It's about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow's.
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution? Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
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