UBS

Four estate planning experts, including at Bank of America Private Bank and UBS, offer advice on the unique challenges of working with creative professional clients.

Advisors managing over around $2.5 billion of assets moved since the start of the week, joining employers such as UBS and Wells Fargo, as some doubt their prospects at the former First Republic under new owner JPMorgan Chase.

The moves reflect a wild week of First Republic advisors rushing to firms including JPMC, Morgan Stanley and UBS following their employer's calamitous earnings call Monday.

The firm saw profits halved over the past year and had a net loss of 98 advisors in the Americas last quarter. But its wealth unit brought in $28 billion of net new money.

Only Charles Schwab out of a dozen major wealth management firms answered a series of questions about their clients' increasingly important liquid assets.

The outflows and expected losses this year at key businesses such as wealth and investment banking highlight the risks for UBS of its planned integration over the next four years.

Cultural differences with UBS, which is absorbing its Swiss rival, could push outflows even higher.

Analysts say the combined group could generate $7 billion in profits by 2027.

UBS has traded steady progress on a low-risk strategy for a political spotlight, years of integration efforts and tens of thousands of job cuts in buying Credit Suisse. Will it pay off?

The forced merger with rival UBS was "the best among bad solutions."

Every score fell as investors gave wealth management firms ugly grades in a time of slumping stocks and bonds and fears of a recession.

Switzerland's top prosecutor opened a probe to gather information into potential crimes that may have taken place around UBS's emergency takeover of Credit Suisse.

Sergio Ermotti, who replaces Ralph Hamers, is tasked with integrating Credit Suisse, a monumental job.

The first emergency sale of a major bank since the financial crisis is giving rivals the chance to grab key personnel or businesses at a discount.

Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.

Their search for new opportunities collides with a difficult job market, where major banks are cutting roles, from dealmaking to trading.

Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.

UBS's website rolled out last fall, before the current banking crisis.

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.

A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.