UBS Wealth Management

Former NFL star and UBS Head of Sports and Entertainment Adewale Ogunleye said professional athletes tend to prefer female advisors for whom "male ego" does not get in the way.

UBS is reorganizing its global wealth management arm, pursuing aiming to bring more investment services to ultrarich clients.

UBS reportedly planning to appoint investment bank chief Rob Karofsky to lead its U.S. business, where he'd focus on expanding into the U.S. wealth market.

For the second time this year, the Canadian firm has poached a billion-dollar team from a much larger company.

The buyer intends to slash the post-merger combined annual cost base by more than $8 billion by 2027 after acquiring the troubled Swiss lender.

Super-rich investors find energy the most attractive of all investment categories.

After joining the Swiss bank in October from the New York Fed, the head of its U.S. wealth arm is adding to her responsibilities.

The collapse of the Wealthfront acquisition suggests a CEO who hasn't fully established himself as leader and has yet to make his digital-banking push clear.

As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.

Lower advisory assets and regulatory matters combined to offset the wirehouse’s rising interest revenue in the second quarter.

Alongside other firms recently disclosing major regulatory cases, the Swiss bank is cooperating with an investigation by the SEC and CFTC.

Some of the wirehouse's advisors marketed and sold a complex options trading vehicle without adequately understanding its risks, according to the regulator.

UBS Head of Sports and Entertainment Wale Ogunleye is sharing best practices for advisors who assist stars in managing their requests for financial support.

After agreeing to purchase Wealthfront during the first quarter, CEO Ralph Hamers says the firm is eyeing more opportunities in the U.S.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

Two studies point to significant barriers, including jargon and financial advisors who don’t take them seriously.

Wealth held by women in Asia (not including Japan) will surge to more than $7 trillion by 2025.

A new high in loan volume and a notable influx of advisory AUM drove the wirehouse’s business to more than half a billion dollars in second-quarter net income.

The wirehouse is the latest firm to have its financial advisors called out publicly by the regulator for disregarding warnings about holding the ETNs for a long time.

FINRA arbitrators ordered the wealth manager and closed-end funds manager to pay damages as it resolves outstanding claims stemming from the island’s fiscal crisis.