Golia, who joined UBS from Morgan Stanley two years ago, has been serving as U.S. chief operating officer for Global Wealth ...

Adrian Zuercher of UBS Global Wealth Management explains why he believes the U.S. Supreme Court's ruling against President ...

NEW YORK, Feb 24 (Reuters) - UBS promoted Lisa Golia to lead its U.S. wealth management advisers in the field on March 1 ...

Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.

UBS reported a slight decline in Americas-based advisors since the end of last year as it undergoes a multi-year effort to restructure its U.S. wealth division to better meet client needs, according ...

NEW YORK--(BUSINESS WIRE)--UBS Wealth Management US today announced that Private Wealth Advisor Peter Dorfman and Financial Advisor Mike Carr have received the title of Managing Director – Wealth ...

While some of its competitors operate with much higher margins in the upper twenties, UBS wealth management is shooting for a pre-tax margin in the middle teens over the next two to three years.

ZURICH (Reuters) -UBS has applied for a banking licence in the United States, the Swiss bank said on Monday, underlining its desire to ramp up wealth management in the world's biggest economy even as ...

Elevation Point backs Atlanta wealth firm Hampton Bluff Capital Partners in latest minority stake investment deal ...

RBC Wealth Management recruited three financial advisors overseeing approximately $1.1 billion in combined client assets from UBS. The change marks the latest in a series of defections from UBS to ...

UBS Wealth Management USA has announced that David Schachter, a financial advisor in the firm’s Los Angeles office, has been awarded the title of managing director - wealth management. A press release ...