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UBS

Asia | 18 Mar 22

PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter

Wealth manager names funds CIO, while banking giant boosts family advisory arm

Companies | 16 Mar 22

Why are wealth giants targeting Spain?

Barclays PB, Julius Baer and J Safra Sarasin have all recently bolstered their operations in the country

Companies | 28 Jan 22

US in the news: UBS buys digital wealth manager for $1.4bn

A round-up of people moves and M&A deals across North America

Companies | 26 Jan 22

UBS unveils division to serve multicultural investors in US

They ‘are a sizable, yet underserved audience that are actively seeking wealth management advice’

Companies | 25 Jan 22

Regulator charges ex-UBS adviser with stealing $5.8m from client

He allegedly spent most of the money on ‘gifts for several women with whom he had romantic relationships’

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.