News, Comment & Analysis results for ubs

People Moves
July 18, 2025

Rockefeller Expands New York Metro Presence

The latest team to join the Rockefeller Global Family Office business has arrived from UBS.

Financial Results
July 16, 2025

Second-Quarter 2025 Net Income Drops, But JP Morgan's Earnings Top Forecasts

In a quarter that straddled large shifts in markets because of the gyrations in tariff policy and

Art
July 16, 2025

How To Save Artists, Collectors From Fake Buyers And Fraudsters

Fraud, fakes and misattribution of fine art – a guide for avoiding problems.

Compliance
July 15, 2025

AML Compliance Cheat Sheet For RIAs

For RIAs and others trying to make sense of new US anti-money laundering rules, this publication

People Moves
July 15, 2025

Who's Moving Where In Wealth Management? – UBS, Envestnet, Osaic, Others

The latest moves, appointments and personnel changes in the North American wealth management

Investment Strategies
July 15, 2025

After Trump Hits EU, Mexico With 30 Per Cent Tariffs – Wealth Managers React

Following US President Donald Trump's announcement over the weekend that he would levy a 30 per

Surveys
July 15, 2025

New York Is World's Eighth Most Expensive City, Singapore Top

The "Julius Baer Global Wealth & Lifestyle Report 2025" was published yesterday at a turning point

Tax
July 14, 2025

One Big Beautiful Bill Act: Implications For Family Offices, HNW Investors

Experts at a global law firm examine the main provisions of the recent US tax and spending

Art
July 11, 2025

Fires, Floods And Other Threats: Managing Risks To Fine Art

Family Wealth Report recently talked to the head of art advisory of Citi Wealth – appointed to

People Moves
July 11, 2025

Who's Moving Where In Wealth Management? – Foundation Source, RBC Wealth Management US

The latest moves, appointments and personnel changes in North American wealth management.

Comment & Analysis results for ubs

Practice Strategies
March 25, 2025

Wealth, Business And The Woman's Perspective – In Conversation With UBS

This publication talks to senior UBS figures in the US about business matters, succession