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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
UBS to Cut Staff Up to 30%; Prosecutors Look at Credit Suisse Deal
By Bastian BenrathFirms such as Citigroup and JPMorgan Chase are gearing up to recruit some of the wealth managers likely to be let go.
March 29, 2023
First Republic's Rich, Vocal Clients Mull What to Do With Their MoneyIt's "the banking equivalent of Sophie's Choice," said a real estate investor, who's been a First Republic client since 2007.
March 29, 2023
10 Fun Ways to Meet Wealthy ProspectsPeople tend do business with people they like. Meet them socially, get them to like you and then see where it goes.
March 29, 2023
UBS Taps Former CEO Ermotti to Replace HamersUBS Group is bringing back Sergio Ermotti as chief executive officer to oversee the historic acquisition of Credit Suisse Group.
March 29, 2023
Credit Suisse Still Aiding Tax Evasion by Ultra-Wealthy: Senate PanelThe committee uncovered "major violations" of the $2.6 billion plea deal Credit Suisse reached with the Justice Department in 2014.
March 28, 2023
15 Richest Women in the World: Forbes, 2023We combed through Forbes' Real-Time Billionaires List to identify the wealthiest women today across the globe.
March 27, 2023
What's Next for SVB's Advisors After First Citizens Deal?The wealth unit had $16 billion of client assets last year and 190 employees, many of whom were registered investment advisors.
March 23, 2023
Wall Street Eases Hiring Freeze in Grab for Credit Suisse TalentHeadhunting firms working with banks like Goldman Sachs have started to fly representatives into Zurich to speak with candidates.