{
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ubs hires marcus rolls to lead new houston market initiative

UBS Wealth Management USA has appointed Marcus A. Rolls, formerly a manager at Morgan Stanley, to lead its newly established Houston Market, effective May 5. Rolls will operate from the River Oaks branch, overseeing local managers Craig Vandegrift and Kristen Sprenger, who have been promoted to senior market director roles. This leadership change is part of a broader restructuring under regional manager Jon Ramey, with further shifts anticipated in other markets.
AdvisorHub
USA Kristen Sprenger Craig Vandegrift Marcus Rolls Jon Ramey Show more
Business & Industry, News Article
21:46 04.03.2025

ubs restructures us wealth management to enhance competitiveness and profit margins

UBS is restructuring its US wealth management division to attract a wider range of affluent clients and improve profit margins, which currently lag behind competitors like Merrill Lynch and Morgan Stanley. The revamp includes dividing the unit into six divisions, enhancing banking services, and appointing new field leaders to foster growth and responsiveness to client needs. The firm aims to integrate its Global Family & Institutional Wealth framework with new capabilities, positioning itself for more effective competition in the market.
familywealthreport.com
United States Dollar Credit Suisse High Yield Bond Fund, Inc. Morgan Stanley MERRILL LYNCH MLCX SX6L INDEX CHE Michael Mcvicker Alicia Curry Mike Ryan Jon Ramey Charles Otton Ogden Hammond Jason Chandler Jennifer Gabrielli Lauren Gorsche Jennifer Povlitz John Mathews Len Golubski Rick Gonzalez Julie Fox Show more
Finance & Economy, Press Release
12:12 12.12.2024

ubs revamps us wealth management to attract broader affluent client base

UBS is revamping its US wealth management division to attract a wider range of affluent clients, moving beyond its traditional ultra-high net worth focus. The restructuring includes dividing the unit into six divisions, enhancing banking services, and appointing new leadership to improve responsiveness and decision-making. The firm aims to boost profit margins and compete more effectively against rivals like Merrill Lynch and Morgan Stanley.
wealthbriefing.com
United States Dollar Credit Suisse High Yield Bond Fund, Inc. Morgan Stanley MERRILL LYNCH MLCX SX6L INDEX CHE Michael Mcvicker Alicia Curry Mike Ryan Jon Ramey Charles Otton Ogden Hammond Jason Chandler Jennifer Gabrielli Lauren Gorsche Jennifer Povlitz John Mathews Len Golubski Rick Gonzalez Julie Fox Show more
Finance & Economy, Press Release
08:51 12.12.2024

UBS Revamps US Wealth Management to Compete with Major Rivals

UBS is revamping its US wealth management division to attract a wider range of affluent clients, moving beyond its traditional ultra-high net worth focus. The restructuring includes dividing the unit into six divisions, enhancing banking services, and appointing new leadership to improve responsiveness and decision-making. The firm aims to boost profit margins and compete more effectively against rivals like Merrill Lynch and Morgan Stanley.
wealthbriefing.com
United States Dollar Credit Suisse High Yield Bond Fund, Inc. MERRILL LYNCH MLCX SX6L INDEX Morgan Stanley CHE John Mathews Charles Otton Julie Fox Alicia Curry Jennifer Gabrielli Jason Chandler Len Golubski Rick Gonzalez Lauren Gorsche Jon Ramey Mike Ryan Jennifer Povlitz Ogden Hammond Show more
TradFi, Press Release
08:51 12.12.2024

UBS Restructures US Wealth Management Business to Enhance Client Services

UBS is restructuring its US wealth management business, effective January 1, 2025, by dividing it into four regions alongside UBS International and the Wealth Advice Center. Key appointments include regional directors and a new advisory segment for ultra-high-net-worth clients, now including those with over $50 million in net worth. The organization aims to enhance decision-making and customer responsiveness while streamlining sales and support teams.
finews.asia
J.P. Morgan Fixed Income Opps A EUR Inc USA John Mathews Charles Otton Julie Fox Alicia Curry Jennifer Gabrielli Jason Chandler Len Golubski Rick Gonzalez Lauren Gorsche Jon Ramey Mike Ryan Jennifer Povlitz Bill Carroll Ogden Hammond Show more
TradFi, Press Release
02:51 12.12.2024

UBS Restructures US Wealth Management Business for Enhanced Client Response

UBS is restructuring its US wealth management business, expanding from two national divisions to four regional sales teams, effective January 1, 2025. Rob Karofsky will lead the division, with key appointments including Chris DiMuria for the Northeast and Julie Fox for the Southeast. Private Wealth Management will become a distinct segment under John Mathews.
investrends.ch
United States Dollar GENERAL MOTORS BELVOIR CAPITAL AG PKB PRIVATE BANK SA Amazon.com, Inc. CHE DEU USA CHN John Mathews Julie Fox Len Golubski Rick Gonzalez Lauren Gorsche Jon Ramey Kubra Khan Show more
TradFi, Market Report
12:36 11.12.2024

ubs reorganizes us wealth management with new regional structure and leadership

UBS is restructuring its US wealth management business, effective January 1, 2025, creating four regional divisions to enhance decision-making and client responsiveness. Key appointments include Chris DiMuria as Northeast Regional Director and John Mathews leading a new Private Wealth Management segment. The organization will also introduce a "UHNW Plus" client segment for those with over $50 million in assets, managed by Charles Otton.
finews.ch
United States Dollar J.P. Morgan Fixed Income Opps A EUR Inc USA Bill Carroll Alicia Curry Mike Ryan Jon Ramey Charles Otton Ogden Hammond Jason Chandler Jennifer Gabrielli Lauren Gorsche Jennifer Povlitz John Mathews Len Golubski Rick Gonzalez Julie Fox Show more
Finance & Economy, Press Release
08:15 11.12.2024

ubs restructures us wealth management with new regional divisions and leadership

UBS is restructuring its US wealth management business effective January 1, 2025, creating four regional divisions to enhance decision-making and client responsiveness. Key appointments include Chris DiMuria as Northeast Regional Director and John Mathews leading a new Private Wealth Management segment. The firm will also expand its Global Family & Institutional Wealth framework and streamline sales and support teams for improved efficiency.
finews.ch
United States Dollar J.P. Morgan Fixed Income Opps A EUR Inc USA John Mathews Charles Otton Julie Fox Alicia Curry Jennifer Gabrielli Jason Chandler Len Golubski Rick Gonzalez Lauren Gorsche Jon Ramey Mike Ryan Jennifer Povlitz Bill Carroll Ogden Hammond Show more
TradFi, News Article
08:15 11.12.2024

ubs wealth management welcomes experienced advisor denise meulebrouck in michigan

Denise Meulebrouck has joined UBS Wealth Management as a Financial Advisor in Birmingham, Michigan, bringing over 27 years of experience. A lifelong Detroit resident with a finance degree from Wayne State University, she specializes in customized financial strategies for clients, including retirees and corporate retirement plans. Meulebrouck holds multiple professional designations and resides in Rochester Hills with her husband and seven children.
Pulse 2.0
United States Dollar Wayne State University SCHOOL United Bankshares, Inc. Lear Corporation Merrill Aviation Inc. USA Denise Meulebrouck Jon Ramey Geoffrey Centner Show more
TradFi, Press Release
00:40 11.11.2024

ubs hires denise meulebrouck as financial advisor in birmingham michigan

UBS Wealth Management USA has welcomed Denise Meulebrouck as a Financial Advisor in Birmingham, Michigan, bringing over 27 years of wealth management experience. She joins the BLS Meulebrouck Wealth Management Group, focusing on personalized financial solutions for clients, including retirees and corporate retirement plans. A lifelong Detroit resident, Denise holds multiple financial designations and is committed to enhancing client relationships and financial success.
@businesswire
UBS AG Jon Ramey Wayne State University Denise Meulebrouck Geoffrey Centner Show more
TradFi, Press Release
17:46 31.10.2024
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