UBS

CEO Ralph Hamers said in an earnings call Tuesday that despite a flat headcount over the past quarter, advisor productivity remained high as the wealth unit brought in $23 billion of net new assets.

The Swiss wirehouse struck twice at rival Merrill Lynch, poaching both an ultrahigh net worth team managing $1.3 billion and a high net worth team with $340 million of AUM.

Super-rich investors find energy the most attractive of all investment categories.

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.

UBS Group Chairman Colm Kelleher said the bank will focus on the very richest US clients, backtracking from a plan to serve a broader segment of affluent customers after it abandoned a deal to buy the robo advisor Wealthfront.

It's more common for teams to seek partial independence through affiliation when they leave wirehouses, but Roy and David Gutierrez took around a decade to go all the way. Here's what advisors can learn from their approach.

UBS is growing its advisor headcount in the U.S., but it lost four advisors today and five last week to rival firms. The Wells team is a breakaway half from a powerhouse UHNW group that split in the move.

The Swiss bank grew its U.S. advisors by 2% in the third quarter,

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.

The Narragansett Bay Group in Providence, which specializes in serving the ultra wealthy, intergenerational wealth and business owners, has moved to UBS.