UBS Americas President Naureen Hassan will add responsibility for several digital-focused teams that previously were part of the global wealth management operation.
Hassan, who joined the Swiss bank in October, will oversee the expansion of UBS’ digitally customized banking services, the build-out of wealth management’s digital capabilities, electronic strategy and platforms, and smart technologies and advanced analytics, according to an internal memo.
“The Americas region is increasingly demonstrating the important role that it plays in our firm’s strategy and future success,” Chief Executive Ralph Hamers said in the memo, which was seen by Bloomberg News and confirmed by a spokeswoman.
Hassan joined UBS Group from the Federal Reserve Bank of New York, succeeding Tom Naratil as president of UBS Americas and chief executive officer of UBS Americas Holding.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.
Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.
It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
