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Adviser count down, profit up at UBS
The company has cut back on its recruiting efforts in recent years and instead focused on adviser productivity
UBS team managing $300 million goes RIA
Patron Partners, led by Stephen Caton and Rick Figueroa, sets up shop in Houston
UBS chairman explores merger with Credit Suisse: Report
Such a deal would create one of Europe's largest banks at a point when the industry is under pressure to consolidate
UBS suggests wealth clients opt for sustainable investing
Firm says ESG portfolio can provide similar or better results than traditional investments
Rockefeller hires three wirehouse teams
Assets of the breakaway firms, in California, Texas and Arizona, total $1.8 billion
UBS adviser managing $220 million moves to RBC
Wirehouse veteran Carol Wilshire will start a team in Manhattan Beach, California
Team managing $1.2 billion at UBS joins Raymond James
The Overland Park, Kansas, trio will operate as MDS Advisors of Raymond James
Trio managing $300 million at UBS goes indie with Raymond James
Mike Brown Financial Group is led by the host of a St. Louis-area radio talk show
Goldman team managing $3 billion joins UBS
The six-member group will work in the Washington, D.C., office of UBS Private Wealth Management
UBS revamps wealth unit, aims to lend more to clients
The changes in its legal structure will help the bank meet its target of lending $20 billion to $30 billion a year to wealthy clients outside Switzerland
McCann stepping down at UBS
After joining from Merrill Lynch in 2009, he was credited with injecting new life into UBS' U.S. wealth management business
Three UBS advisers managing $1 billion move to Stifel
The team of Gary Bice and Michael Leach and a solo adviser, John Prebay, join in Southfield, Michigan
UBS cuts ties with some Venezuelan clients amid U.S. sanctions
The move affects accounts with links to Venezuela's government or to the state-owned oil company, PDVSA
UBS’ private bank closure raises questions for elite advisers
Compensation and control over the client relationship are two key issues surrounding the shutdown
Wirehouses race to upgrade adviser tech amid pandemic
Merrill Lynch, UBS and Wells Fargo have all adapted to an increase in digital adoption, according to second-quarter earnings reports
UBS gives wealthy clients Goldman, Pimco strategies at no extra cost
The firm is expanding the choices available in its separately managed accounts
One-third of UBS staff could work from home permanently
Being in the office is more important for some employees, like bankers working on an IPO, and less important for others, like advisers working with wealthy clients, bank’s COO says
Team managing $360 million at UBS moves to Raymond James
Isaacs & Paller Wealth Management in Woodland Hills, Calif., is joining the firm’s employee adviser channel
Investors should head for credit rather than cash: UBS Wealth
The firm suggests buying U.S. and emerging market debt and averaging into select stock sectors
Richest investors waiting for dip to buy stocks
Just 30% of U.S. investors were optimistic about the outlook for their own economy, versus 55% of Asian investors, according to a UBS survey
