UBS Evolves Florida Footprint With New Segment; Names Head
As well as saying it is evolving its regional structure into two distinct Florida markets, the Swiss bank…
UBS Appoints Rick Penafiel as Market Executive for South Florida
NEW YORK, May 07, 2026–(BUSINESS WIRE)–UBS today announced that Rick Penafiel will be joining the firm as Market…
UBS, Swiss Private Bank Positive On US, Emerging Market Equities, Driven By Tech
Together with UBS Global Wealth Management, Swiss private bank Bank J Safra Sarasin shares its insights on the…
Wells Fargo continues recruiting run with $1.6B AUM UBS team
Fresh off its recruitment of a big advisory practice from Morgan Stanely, Wells Fargo has picked up a…
UBS hires Jeremy Autry as Manhattan market director
Key Terms certified financial planner financial A certified financial planner is a professional who has passed a standardized…
UBS lands 10 Arizona teams on Forbes 2026 list
Key Terms
high net worth
financial
An individual…
34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list
HONOLULU & NEWPORT BEACH, Calif. & RIVERSIDE, Calif. & SAN DIEGO, April 30, 2026–(BUSINESS WIRE)–UBS Wealth Management US…
10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list
PHOENIX, April 30, 2026–(BUSINESS WIRE)–UBS Wealth Management US announced today that 10 of its Arizona-based wealth management teams…
UBS adds advisor Luke Naes to Boulder wealth team
Key Terms
private wealth management
financial
A personalized…
UBS Sees Recovery Signs in US Wealth Business as Inflows Return
UBS Group AG’s wealth-management business in the Americas showed tentative signs of revival after a period of client…
Wilson Sonsini Advises Foresight on Roche Settlement and Licensing Agreement
On August 29, 2025, Foresight Diagnostics, a privately held cancer diagnostics company and CLIA-registered laboratory, announced that it…
Crediting ‘same-store sales,’ UBS is back in the black with new assets
With its net asset inflows back in positive territory in the first quarter, UBS reported rising revenue and…