UBS banked Ghislaine Maxwell for years, moving her money after Epstein’s arrest
UBS banked Ghislaine Maxwell for years, moving her money after Epstein’s arrest Read More »
UBS CEO Sergio Ermotti plans to step down in April 2027, FT reports
UBS CEO Sergio Ermotti plans to step down in April 2027, FT reports Read More »
A Boston- and Los Angeles-based team of advisors has left UBS Financial Services to create a new registered investment advisor. Advisors Denis Cleary and Greg Devine have launched 71 West Capital Partners, an RIA with about $6 billion in client assets. Cleary will serve as CEO of the new firm, operating out of the Boston
$6B Team Departs UBS to Create Bicoastal RIA Read More »
Ameriprise reported adding 90 financial advisors in the third quarter, an increase from the same period last year. Separately, UBS reported another drop in advisor headcount in the Americas, following an earlier move to change compensation and buyout packages aimed at improving profitability. James Cracchiolo, chairman and CEO of Ameriprise, told investors on an earnings
Ameriprise Sees Advisor Uptick as UBS Drops Read More »
Scott Stackman of UBS Financial Services in New York is the recipient of the 2025 Invest in Others Lifetime Achievement Award, honoring his dedication to the Challenged Athletes Foundation. This nonprofit serves 4,000 individuals by providing opportunities and support to people with physical disabilities, empowering them to pursue active lifestyles through competitive athletics and physical
UBS Advisor Wins Invest in Others Lifetime Award Read More »
Swiss bank UBS mulls move to US to avoid new rules, reports New York Post
Swiss bank UBS mulls move to US to avoid new rules, reports New York Post Read More »