News results for UBS

People Moves
August 9, 2022

Who's Moving Where In Wealth Management – UBS

The latest wealth management moves and appointments in North America.

Legal
August 9, 2022

New York Court Overturns Verdict Against UBS In Employee Case

The bank reportedly said it is pleased with the court's decision. A new trial is being planned.  

People Moves
August 2, 2022

UBS Brings Back Senior Advisor In West Coast Drive

The Swiss banking and wealth management group has made a point of the importance of the California

Compliance
August 1, 2022

Compliance Corner: TradeStation, JP Morgan Securities; UBS Financial Services

The latest compliance news: regulatory developments, punishments, guidance, permissions and new

Family Office
June 8, 2022

Rising Costs Worry Family Offices – UBS

Among a raft of concerns and opportunities, family offices need to monitor costs at a time of

People Moves
June 7, 2022

UBS Makes Changes To Californian Wealth Team

The firm has made a number of new appointments and changes to its teams in Southern California.

Wealth Strategies
May 2, 2022

A Recession Will Come But Focus Now On Inflation Protection – UBS

One of the largest players in global wealth management argues that while a recession is a certainty

Financial Results
April 26, 2022

Pre-Tax Profit Dips At UBS Wealth Arm, Operating Income Rises

The Swiss banking group, which operates in the US, reported a slight fall in profit in the first

Reports
March 8, 2022

UBS Details Russia Exposures

The world's largest international wealth management firm, with invested assets standing at $3.3

WM Market Reports
March 4, 2022

Reimagining Wealth Advice For Women – UBS Report

A new report ahead of International Women's Day by the wealth management firm reveals key facts

Comment & Analysis results for UBS

Strategy
November 5, 2021

California Still Shines Bright For UBS

After UBS made several hires of advisors in the Newport Beach and Orange County area of California,

Strategy
July 7, 2021

UBS Adds To Home-Or-Office Working Debate - Editorial Comment

Some of the world's largest financial institutions appear to be taking very different approaches to

Technology
April 1, 2020

Tech Traps: Beware Style Over Substance - And Siloing - In Risk-Profiling

Greg Davies, head of Behavioral Finance at Oxford Risk, explains why wealth managers must resist

Philanthropy
December 18, 2019

Scaling Up Philanthropy - The View From UBS

It is the world's largest wealth management firm and it is also a major player advising clients

Strategy
September 5, 2018

"Superhubs" - How Financial Elites, Networks Achieve Dominance

The author of a recent book on how certain individuals become the center of influential networks

Strategy
July 30, 2007

UBS to Emulate European Wealth Management Success in the US

Strategy
November 13, 2002

UBS' results reveal $8.7bn asset gathering boon