Who says bank advisers can't get along with robos?
Lenders have learned that automated wealth management tools enhance financial advisers' interaction with clients and can bring in more business. ... Read full article
News Topic: UBS Wealth Management
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Hensarling to join UBS as executive vice chairman
The former lawmaker joins the Swiss bank after years of pushing for bank deregulation as chairman of the House Financial Services Committee. ... Read full article
'Every day, I feel especially grateful to be alive': UBS' Rosemary Berkery
The UBS executive discusses how a sudden, life-threatening illness changed her outlook on life and business. ... Read full article
Lifetime Achievement: UBS’ Rosemary Berkery
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. ... Read full article
Building a digital engagement model for HNW clients (full session)
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. ... Read full article
Rosemary Berkery, a member of UBS’ ‘Merrill mafia,’ to retire
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. ... Read full article
Most Powerful Women in Finance: No. 22, UBS' Paula Polito
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. ... Read full article