Case studies UBS & Finnerty Partners

UBS & Finnerty Partners Service Without Compromise

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

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About the project

The story.

Client: UBS & Finnerty Partners
Goal: Sales
Industry: Finance
Services: Production, Post-production

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

By the numbers.

Public numbers around the project, each 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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