UBS unveils tool for UHNW clients in US
To provide a complete picture of customers’ portfolio including alternative investments and art collections
UBS
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PEOPLE MOVES: Novia Financial, DWP, Nuveen
Platform COO departs, as UK government names pensions minister
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UBS unveils wealth management platform in China
It is the group’s first offering of its kind in the Asia Pacific region
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40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
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PEOPLE MOVES: Hargreaves Lansdown, Schroders PW, UBS
CEO to retire from investment firm, as advice group names chief technology officer
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PEOPLE MOVES: MFSA, Cayman Finance, UBS
Regulator names acting CEO, as promotional body hires chief executive
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PEOPLE MOVES: IQ-EQ, UBS AM, JTC
Financial services provider hires Europe CEO, as asset manager names head of Hong Kong
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US in the news: Mariner Wealth buys advice network
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: UBS, Axa IM, Lombard Odier
Banking giant makes wealth management reshuffle, as investment firm names head of multi-asset
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UBS to pay $25m to settle fraud charges
Bank failed to share data with advisers and clients about significant risk in a ‘complex investment strategy’
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PEOPLE MOVES: AJ Bell, Matthews Asia, Butterfield
Investment firms make CEO change, as financial services group names vice president of private banking
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PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter
Wealth manager names funds CIO, while banking giant boosts family advisory arm