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UBS Reorganizes Wealth Management to Target Affluent Clients in the US

UBS Group AG plans to restructure its U.S. wealth management business into six divisions, focusing on affluent clients below the ultra-wealthy level, effective January 1, 2025. This transformation aims to enhance client responsiveness and decision-making, while also expanding UBS's reach in the high-net-worth segment. The company is also exploring a joint venture in India to further grow its wealth management services.
Zacks Investment Research
United States Dollar Stifel Financial Corp. UBS Group AG Citizens Financial Group, Inc. CHE Ron Kruszewski Joe Biden Show more
TradFi, Market Report
01:00 11.12.2024

ubs restructures wealth management to enhance affluent client engagement in us

UBS Group AG plans to restructure its U.S. wealth management business into six divisions, focusing on affluent clients below the ultra-wealthy level, effective January 1, 2025. This transformation aims to enhance client responsiveness and decision-making, while also expanding UBS's reach in the high-net-worth segment. The company is also exploring a joint venture in India to further grow its wealth management services.
Zacks Investment Research
United States Dollar UBS Group AG Citizens Financial Group, Inc. Stifel Financial Corp. IND USA CHE Joe Biden Ron Kruszewski Show more
Finance & Economy, Market Report
01:00 11.12.2024
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