UBS

Advisor Upside

Merrill Lynch’s Latest Game Plan to Court the World’s Rich

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A new division will connect the firms’ wealthiest clients with other products and services on the Bank of America platform.

2 min read

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Banking

AllianceBernstein to Sue Switzerland Over $17 Billion Credit Suisse Debt Writedown

A major American institutional investor is planning to join a lawsuit that says Switzerland’s time to pay up is long overdue.

2 min read
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Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read
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Advisor Upside

UBS Looks to Tap India’s Private Wealth Market

The Swiss bank UBS reportedly wants in on the wealth market in India and is considering buying a stake in a local firm to give it a foothold.

2 min read

Banking

UBS Quarterly Profit Doubles Market Forecast

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UBS appears to have regained its form, reporting $1.1 billion in net income for the second quarter, doubling analyst estimates.

2 min read

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Advisor Upside

UBS Shake-Up Aims to Court the Richest of the Rich

The Zurich-based bank joins a growing list of wealth management’s elite, including JPMorgan and Goldman, to focus on the wealthiest investors.

1 min read

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