UBS Wealth Management in the US A global leader to match your ambitions We’re committed to understanding what wealth means for you. Because it means something different to all of us. At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the ex...
Experience the strength, stability and financial health of UBS, a leader in wealth management with world-class financial advisors and solutions.
瑞銀(UBS)是投資理財規劃的領導者,業務橫跨五大洲超過五十個國家,世界各地都能享受UBS所提供、針對個人需求與利益優先的理財服務。 挑戰 發展全球業務並不是容易的事情,瑞銀需要自我升級來增加客戶量。原先的辦公室充斥過時老舊的辦公設備,讓人難以將「高端領導先驅」的公司形象聯想在一起。身為全球投資管理的引領者,...
Michelle CarusoCabrera
The recently launched Broadridge Wealth Platform is touted by the vendor as “a next-generation open platform”. It will provide UBS Wealth Management USA with “an integrated and modern front-to-back office solution that optimises financial advisor productivity, creates a richer client experience, ...
Jason Chandler, head of UBS Wealth Management USA, said the additional strategies “increase investor choice and provide greater differentiation” for meeting client objectives. His remarks echoed statements he made earlier when it launched the program and cited the Securities and Exchange Commission’s...
A five-person team generating $4.4 million in annual revenue from $624 million in client assets in Washington, D.C. has decamped from Merrill Lynch for rival UBS Wealth Management USA, a source at the hiring firm confirmed Tuesday. The nation’s capital has proved fertile ground in recent ...
表 6:注重金融科技赋能,开发多样化的财富管理平台财富管理在线平台(Wealth Management Online)美国财富管理 APP (UBS Wealth Management USA APP)结构化产品投资平台(Structured Product Investor) 客户在线上就可获取最新的投资组合信息和量身定制的解决方案,优化投资组合创新型的银行应用程序,允许美国地区财富管理客户...
Mario Knoepfel, Head Sustainable & Impact Investing Advisory, Investment Platforms and Solutions, Asia Pacific, UBS Wealth Management.
While UBS is based in Switzerland, it also operates as a licensed U.S. bank, headquartered in New York City and registered in Utah, known as UBS Bank USA.72 What Does UBS Wealth Management Do? UBS Wealth Management provides a range of financial planning services for individuals and businesse...