News, Comment & Analysis results for UBS

M and A
September 2, 2025

US-Based Corient Acquires Europe's Stonehage Fleming, Stanhope Capital

In one of the largest multi-family office transactions in recent times, the move will see

WM Market Reports
September 2, 2025

RIA Sector Sliding Toward "Mediocrity," Report Warns

The findings of the report chime with concerns mentioned to FWR that the RIA sector has an advisor

People Moves
August 29, 2025

Who's Moving Where In Wealth Management? – Steward Partners, RBC

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

M and A
August 27, 2025

Carlyle Buys Wealth Advisor Software Business For Up To $200 Million

The transaction is designed to boost the position of intelliflo in the UK and accelerate its

Trust Estate
August 25, 2025

Domestic Vs Offshore Asset Protection Trusts: Essential Strategies For UHNW Clients

When it comes to protecting assets, people must grasp important differences in how certain types of

Wealth Strategies
August 22, 2025

OPINION OF THE WEEK: Let's Consider The Quiet Power Of Singapore's Dollar

A new paper explaining the story of the Singaporean dollar and its current strength prompts the

Wealth Strategies
August 21, 2025

How AI Can Turbocharge US Economic Growth, Investment Opportunities – R360's Garcia

FWR caught up again with Charlie Garcia, the founder and driving force behind membership

M and A
August 20, 2025

The Hot Trends Behind Cresset’s Big OCIO Deal

Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka

People Moves
August 15, 2025

Summary Of North American Wealth Management Senior Moves – June 2025

A roundup of moves, appointments and personnel changes in North America's wealth sector during

People Moves
August 15, 2025

Who's Moving Where In Wealth Management? – Citi Wealth, Raymond James

The latest moves, appointments and personnel changes in the 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