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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.
September 12 -
UBS is reorganizing its global wealth management arm, pursuing aiming to bring more investment services to ultrarich clients.
June 27 -
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.
May 16 -
For the second time this year, the Canadian firm has poached a billion-dollar team from a much larger company.
August 7 -
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.
March 20 -
Super-rich investors find energy the most attractive of all investment categories.
December 8 -
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.
December 2 -
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.
October 24 -
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.
October 10 -
Lower advisory assets and regulatory matters combined to offset the wirehouse’s rising interest revenue in the second quarter.
July 26