UBS Wealth Management

Who says bank advisers can't get along with robos?

07/19/19

Lenders have learned that automated wealth management tools enhance financial advisers' interaction with clients and can bring in more business.

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Hensarling to join UBS as executive vice chairman

04/11/19

The former lawmaker joins the Swiss bank after years of pushing for bank deregulation as chairman of the House Financial Services Committee.

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'Every day, I feel especially grateful to be alive': UBS' Rosemary Berkery

10/05/18

The UBS executive discusses how a sudden, life-threatening illness changed her outlook on life and business.

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Lifetime Achievement: UBS’ Rosemary Berkery

10/04/18

The former banking lawyer, who went on to run major business lines at Merrill Lynch and UBS, will be honored Thursday at American Banker’s Most Powerful Women in Banking gala.

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Building a digital engagement model for HNW clients (full session)

07/11/18

Panelists: Deborah Waters, Global Head of Private Bank Operations and Technology, Citi; and Kraleigh Woodford, Managing Director Head of Digital Client Experience UBS WM USA.

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Rosemary Berkery, a member of UBS’ ‘Merrill mafia,’ to retire

03/21/18

Berkery, the chairman of UBS Bank USA, will be succeeded by Michael Blum. Berkery, a Merrill Lynch alum, was part of the turnaround team at UBS' wealth management unit, and during her tenure, the lending book at its bank more than doubled in size.

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Most Powerful Women in Finance: No. 22, UBS' Paula Polito

09/25/17

Politics has been on just about everyone's mind, but it is also a minefield topic that many people in business were just as happy to avoid. Not Paula Polito and her team at UBS.

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