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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 -
Alongside other firms recently disclosing major regulatory cases, the Swiss bank is cooperating with an investigation by the SEC and CFTC.
July 26 -
Some of the wirehouse's advisors marketed and sold a complex options trading vehicle without adequately understanding its risks, according to the regulator.
June 30 -
UBS Head of Sports and Entertainment Wale Ogunleye is sharing best practices for advisors who assist stars in managing their requests for financial support.
June 16