UBS Family Office Solutions appoints María Ángeles Bonany Muñoz as executive director and family office specialist for its international private wealth advisors and UHNW clients. The appointment was announced in a welcome post on LinkedIn by Judy Spalthoff, managing director – head of family office solutions at UBS Financial Services.
“In her role, María is dedicated to delivering superior client service by leading complex multi-product transactions and helping design customized offerings based on client needs,” Spalthoff wrote on the professional network.
Originally from Barcelona, María began practicing law in New York at Lester, Schwab, Katz & Dwyer before transitioning to finance, where she spent more than 18 years with the Global Families and Latin America teams at J.P. Morgan Private Bank. She also held senior positions at Morgan Stanley and Banco Santander Internacional, according to the post.
In fact, Bonany Muñoz began her career at J.P. Morgan and remained there for 18 years, serving as private banker for the Southern Cone, wealth planner for Latin America, and private banker for global families, according to her LinkedIn profile. She then worked for over four years at Morgan Stanley as senior financial advisor, before joining Santander Private Banking International as senior private banker—all while based in New York.
Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, Río Piedras, and has a master’s degree in intellectual property and technology law from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering. She also holds FINRA Series 7, 63, and 65 licenses and is a member of the Spain-U.S. Chamber of Commerce, 100 Women In Finance, and STEP – Advising Families Across Generations, according to her LinkedIn profile.
Source: Funds Society
