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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.
November 7 -
The leaders of the group specializing in serving high net worth families were seeking to run their business entirely on a fiduciary basis.
October 17 -
The team, led by three experienced industry players, will work out of the Philadelphia office the Swiss banking giant opened in August.
October 5 -
Naratil sees the new CEO as the right person to deliver on integration with Credit Suisse.
October 5 -
It's the latest instance of a wealth management group leaving the Swiss banking giant.
September 28 -
Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.
September 22 -
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.
September 19 -
The move comes as the Swiss banking giant continues to push its wealth management ambitions in the U.S.
September 8 -
The action in federal court alleges the exiting advisors received an incentive package worth as much as $70 million for joining RBC.
August 30 -
Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors.