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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 Buy Credit Suisse in $3.2B Deal
By Marion Halftermeyer, Eyk Henning, Jan-Henrik Förster & Dinesh NairThe deal includes a price per share that is nearly 100% lower than Credit Suisse's peak stock price in 2007.
March 16, 2023
How to Tap Into the 'Phenomenal' Growth of Wealthy ClientsMercer Advisors' Jeremiah Barlow discusses how advisors can expand their work with HNW, UHNW and family office clients.
March 15, 2023
Swiss Government Holds Talks on Options to Stabilize Credit SuisseOne long-shot idea is a tie-up with larger Swiss rival UBS Group, said people familiar with the matter.
March 15, 2023
How BDs Can Respond to Shifting Advisor Preferences: CerulliThe company says that asset managers must make available portfolio elements that appeal to advisors' needs for flexibility.
March 11, 2023
SVB's Auction Block Includes Wealth Unit, Fund ManagerThe unit had $17 billion in assets, including from clients gained in its 2021 acquisition of Boston Private.
March 10, 2023
Biden Hopes to Tax 'Frozen Cash Value' Life ContractsThe proposal could have a retroactive effect on some wealthy estate planning clients.
March 10, 2023
12 Tax Changes in Biden's $7T BudgetOne shift would mean the richest taxpayers would pay a 44.6% rate on investment income and other earnings.
March 09, 2023
Biden Unveils $6.9T Budget, Sets Up Showdown With GOPThe proposal asks lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.