Displaying 187 results
Franklin Templeton extends SMA offerings to UBS platforms
The partnership aims to provide advisors with more opportunities to personalize client portfolios and enhance their after-tax returns.
UBS launches new wealth unit, leadership changes
Firm is reorganizing its global wealth management operations.
UBS swipes $470M Colorado advisor team from Morgan Stanley
The firm has also welcomed a new market leader to its Pacific Northwest division, as well as a New York-based advisor focused on LGBTQ clients.
UBS appoints new US business leader, joint head of wealth
Management shakeup sets up CEO succession plan.
iCapital breaks in its distributed ledger capabilities
The fintech's first DLT-enabled fund, launched jointly with UBS, will be the first proof point of its efficiency-boosting technology.
UBS asset management leadership gets a refresh
The unit is undergoing streamlining, cost reductions.
LPL welcomes ex-UBS advisor in the Northwest
The veteran advisor, whose resume includes time in Silicon Valley, brings a $275M book that includes lawyers, small business owners, and widows.
UBS swipes another advisor duo from Goldman Sachs
The wirehouse is expanding its presence in New York City as it adds another high-net-worth pair to its bench.
Fed could hike rates rather than cut them: UBS strategists
Given strong US growth and sticky inflation, the Fed's next move could be to tighten again, pushing its benchmark rate as high as 6.5 percent.
UBS could face higher capital rules under Swiss reforms
The bank's shares fell on the news that the government wants systemically important Swiss banks to hold significantly more capital against foreign units.
UBS CEO’s compensation elicits concern from Swiss finance minister
Sergio Ermotti, who has been leading UBS' integration of Credit Suisse, was paid $16 million for his first nine months on the job.
‘It’s about advice beyond investing’
UBS market executive Julie Fox explains how she provides her advisors with everything they need to build their practice and serve their wealthy clients
UBS will buy back up to $2B of its shares this year
New program to start this week in a sign of confidence.
Raymond James signs $300M trio from UBS
The firm is expanding its footprint in California as it scoops up another three advisors from UBS.
Performance and returns ‘aren’t everything,’ UBS advisor says
Hiring more women, improving accreditation and providing more mentorship for women will help the industry move forward.
Citi taps former UBS exec to head family office unit
The firm is tapping the veteran business-builder and reshuffling key members of its wealth unit as it looks to bolster its UHNW division.
UBS market cap smashes $100B threshold
It's been one year since the firm’s takeover of Credit Suisse.
UBS has more diversified business than Morgan Stanley: JPMorgan analysts
The Swiss bank has a better wealth management franchise than Morgan Stanley outside the U.S., JPMorgan analysts say.
Baird bolsters Wisconsin presence with team from UBS
The latest team to join the broker-dealer managed $680 million in client assets at their former firm.
UBS report shows decline in global art sales
But the market still saw $65 billion in sales last year.
