UBS

The surprise new winner of a closely tracked customer report card surged to the top spot from No. 14 in a year of positive marks reflecting rising stock values.

The takeover of erstwhile rival Credit Suisse has allowed UBS to scale its business and push for a greater slice of the U.S. wealth management pie.

UBS receives praise for diversification outside the U.S., particularly in Asia.

The Swiss firm reports strong asset inflows for the year but still struggles with low profit margins in the U.S.

Recruiters say the moves show how wirehouses will continue to fight an uphill battle as they struggle to keep experienced teams from moving on in the coming year.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

Higher earnings potential but short careers for top-class athletes continue to warrant special attention from planners.

New billionaires inherited more wealth last year than they created, a sign that the great wealth transfer is under way.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

Even with an exodus from the acquired firm, the Zurich-based bank managed to pull in $22 billion in net new client money in the third quarter.

UBS Group has decided to exit $5 billion in assets it manages for rich customers as the Swiss firm sorts out the pieces of Credit Suisse it doesn't want.

The leaders of the group specializing in serving high net worth families were seeking to run their business entirely on a fiduciary basis.

The team, led by three experienced industry players, will work out of the Philadelphia office the Swiss banking giant opened in August.

Naratil sees the new CEO as the right person to deliver on integration with Credit Suisse.

It's the latest instance of a wealth management group leaving the Swiss banking giant.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

UBS Group CEO Sergio Ermotti said the bank will give investors an outline of its growth strategy early next year and signaled the direction of plans to grow in the U.S., as the lender moves forward with its merger with Credit Suisse.

The move comes as the Swiss banking giant continues to push its wealth management ambitions in the U.S.