UBS

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

UBS Group seeks to cement its position as top-five player among global limited partners by pooling private-markets offerings into one unit.

Management changes expected to help in CEO Ermotti's wealth management ambitions in the U.S.

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.

The plan comes as part of CEO Ermotti's goal of narrowing the distance between his firm and its U.S. wealth management rivals.

Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

The top European regulator worries that big executive pay checks are leading to 'alienation between companies and the people.'

FP's annual ranking displays the impact of big one-time awards for four executives and a look at which chiefs netted the biggest increases and decreases in 2023.

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.