Case studies UBS & Finnerty Partners

UBS & Finnerty Partners Service Without Compromise

We made a team film for a UBS Private Wealth Management team, so prospects feel the service first.

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The project

Here's what happened.

Here are the basics, followed by the short version of the story with the film beside it:

Client: UBS & Finnerty Partners
Goal: Trust
Industry: Professional Services
Services: Production, Editing

Finnerty Partners is a UBS Private Wealth Management team whose clients expect the very best. We made a team film that lets prospective clients feel that service before the first meeting.

The numbers

The numbers around it.

We like to show the bigger picture around a project. These are public numbers, and each one comes with its source:

$914MClient assets the team oversees (June 2025)Source: Forbes
#11William Finnerty on Forbes' 2026 Best-in-State list, D.C.Source: Forbes
$5MMinimum for a new client relationshipSource: Forbes

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