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The merged operation will be run by someone yet to be named who will report to Jon Weiss, head of wealth and investment management.
November 8 -
Russell Goldsmith plans to be “quite active” after handing over the top job to his successor in three months.
October 29 -
The advisors agreed not to solicit clients and to return confidential information to the bank.
September 5 -
The bank said it thoroughly investigates all complaints of impropriety after a report said the company is failing to treat some of its female employees fairly.
September 4 -
The two advisors have already transferred about $160 million in client assets, according to their former employer.
August 29 -
Christopher Rollins worked for Goldman Sachs for 16 years and rose to be a managing director before the firm fired him in February 2017.
August 10 -
UBS wades into relative-value strategies with short-term structured notes
August 9 -
In an era of extreme affluence, elite money managers are vying for the hyper-rich as never before.
July 30 -
Most say they’d still consider investing even if they discovered issues with sexual harassment.
May 9 -
Despite leaving the Broker Protocol, UBS continues to selectively recruit high-end teams.
March 26