UBS
North America | 17 May 16
UBS invests in wealth management technology
UBS Wealth Management Americas (WMA) has formed a strategic alliance with San Francisco-based wealth management technology firm SigFig to develop a digital platform to support the UBS’s financial advisers and their clients.
People Moves | 12 May 16
PEOPLE MOVES: Schroders, Julius Baer, Credit Suisse…
A host of changes have been announced by Schroders, as the company adjusts to the pending retirement of its global head of distribution. Julius Baer has also had to tweak the management structure of its investment solutions group following a departure. But Julius Baer’s loss has been Credit Suisse’s gain.
UBS wealth management sees strong inflows amid profits slump
Swiss bank UBS reported the strongest inflows to its wealth management division since 2008, although pre-tax profits were lower than analyst expectations and below last year.
People Moves | 5 Apr 16
PEOPLE MOVES: Amundi, Cazenove, Northern Trust…
Amundi subsidiary CPR Asset Management has named a new chief executive, with Cazenove’s new chief investment officer joining from Architas. Northern Trust AM has a new head of Asia Pacific, while the chief executive of newly rebranded Al Hilal is to depart.
Dutch citizens facing Swiss bank account probe
Thousands of Dutch citizens face having details of their Swiss bank accounts combed over by tax authorities despite a court ruling that they should not have been disclosed.