PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter
Wealth manager names funds CIO, while banking giant boosts family advisory arm
UBS
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Why are wealth giants targeting Spain?
Barclays PB, Julius Baer and J Safra Sarasin have all recently bolstered their operations in the country
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US in the news: UBS buys digital wealth manager for $1.4bn
A round-up of people moves and M&A deals across North America
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UBS unveils division to serve multicultural investors in US
They ‘are a sizable, yet underserved audience that are actively seeking wealth management advice’
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Regulator charges ex-UBS adviser with stealing $5.8m from client
He allegedly spent most of the money on ‘gifts for several women with whom he had romantic relationships’
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UBS appeals France fine
As it looks to ‘determine next steps in the best interest of its stakeholders’
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UBS sells Swiss advice arm to wealth manager
Acquirer wants to bolster its offering for US clients who seek ‘geographic diversification’
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French appeals court more than halves UBS fine
But bank considers fighting on
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PEOPLE MOVES: Marlborough, UBS, FCA
Fund manager founder retires, as Swiss giant makes board reshuffle
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PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
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PEOPLE MOVES: Quilter, Deutsche Bank WM, BMO
Investment firm CIO to retire, as banking giant names vice chairman for APAC wealth management
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T Rowe Price partners with UBS GWM
To offer its health sciences strategy to the Swiss bank’s private wealth clients in Singapore and HK