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UBS Wealth Management USA and Morgan Stanley Wealth Management in the past week have both expanded the number of third-party strategies being offered on their ‘no-fee’ separately managed account programs as they look to draw in more assets to advisory accounts. UBS, which launched its ‘no-f...
Master the everyday with our cash management services Wealth is more than your investments. It’s the sum of your aspirations for your life, family and future. By adding cash management into the picture, you can pursue your goals with more confidence because you can see how all your money ...
The Swiss banking group reported a slight fall in profit in the first quarter from a year earlier; net new fee-generating assets growth came in at an annualised rate of 5 per cent. UBS yesterday reported that its global wealth management pre-tax profit for the first three months of 2022 ...
Global Wealth Management (GWM) PBT USD 867m, underlying PBT USD 1,147m Total revenues increased by USD 567m, or 10%, to USD 6,121m, largely driven by higher recurring net fee income, a decrease in negative other income and higher transaction-based income. Total revenues included a USD...
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Hi. Good morning, everyone. Thanks for taking my question. I just have two quick follow-up questions on the wealth management revenue. Firstly, on the recurring fee headwinds that you mentioned, the $200 million to $300 million. I just want to check with you how much of this is purely...
. For example, there were incentives for the CDO structuring desk to pursue concentrations in Mezzanine CDOs, which had a significantly higher fee structure (approximately 125-150 bp) than Hi
repeat themselves. So in aggregate, that total bucket is around $45 million to $50 million. We'll see, as I said, a portion of that in the first quarter, but that should come down over time. So it's really not representative of the ongoing cost structure of the Wealth Management ...
The set-up suggests that philanthropy is a sizable operation and in fee terms is an inclusive part of UBS’ wealth services. “The fact that 90 per cent of our clients are already engaged in philanthropy and many more want to do more has been a totally unifying factor for us,” Hall sa...