Among the ultra-rich, 40% invest sustainably, compared to 8% of investors with USD 1 million to USD 2 million of investable assets, noted Paula Polito, global client strategy officer, UBS Global Wealth Management.
UBS-PwC report: more billionaires in Asia than in US
November 7, 2017 by
"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."
HSBC channels Andean and Central American wealth clients to UBS
September 17, 2017 by
As part of a streamling, HSBC’s Peter Boyles announced that the bank expects up to 40 employees to be offered positions at UBS. Clients will be referred to UBS’s Wealth Management Americas division.
UBS Wealth Management: Anxiety abounds among baby boomers approaching retirement
July 31, 2017 by
UBS's Paula Polito said that baby boomers, instead of 'living to work,' need to start 'working on living,' i.e. figuring out how they will fill their time and find their purpose once they leave the workforce."
One of Brazil’s last large, independent multi-family offices scooped up by UBS
June 5, 2017 by
Swiss banks including Julius Baer Group and Credit Suisse Group are already well-positioned in Brazil and are wagering on continued expansion of the private-banking industry.
UBS names Velez head of Latin America wealth management
March 8, 2017 by
The Swiss bank said Velez would take on the role in addition to his current responsibilities as head of global ultra-high net-worth Latin America, effective immediately.
UBS report reveals soaring investor optimism overall in early 2017
February 7, 2017 by
"Investors are more willing to move cash off the sidelines and increase investments, while business owners are set to increase capital spending and hiring," said Paula Polito, client strategy officer of UBS Wealth Management Americas.
UBS, Julius Baer and Pactual ponder Buenos Aires beachhead
November 14, 2016 by
The firms are said to be closely eyeing Argentina's tax amnesty program, which promises to bring back more than USD 15 billion into the country, while bringing billions more out of the shadows.
UBS/PwC report spotlights upcoming era of billionaire wealth transfers
October 24, 2016 by
As the US heads into "the greatest period of wealth transfer we’ve ever seen, there is much insight that we can gain from the experience of the successful wealth-transfer and legacy planning that takes place in Europe," said John Mathews of UBS Wealth Management Americas.
UBS sees Latam outflows as tax amnesties stimulate redemptions
August 3, 2016 by
Net withdrawals from emerging-market clients amounted to USD 2.4 billion in the second quarter -- much of it from Latin America - said UBS's chief financial officer Kirt Gardner.
