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Every score fell as investors gave wealth management firms ugly grades in a time of slumping stocks and bonds and fears of a recession.
April 4 -
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.
April 3 -
Sergio Ermotti, who replaces Ralph Hamers, is tasked with integrating Credit Suisse, a monumental job.
March 29 -
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.
March 23 -
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.
March 21 -
Their search for new opportunities collides with a difficult job market, where major banks are cutting roles, from dealmaking to trading.
March 21 -
Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.
March 21 -
UBS's website rolled out last fall, before the current banking crisis.
March 20 -
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.
March 20 -
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.
March 8 -
The decision makes Hamers one of Europe's best-paid bank bosses, even as the overall bonus pool for the Swiss bank were cut 10% to $3.3 billion.
March 6 -
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.
February 2 -
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.
January 30 -
Super-rich investors find energy the most attractive of all investment categories.
December 8 -
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.
December 2 -
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.
November 30 -
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.
November 10 -
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.
November 4 -
The Swiss bank grew its U.S. advisors by 2% in the third quarter,
October 25 -
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.
October 24
















