Tag: UBS

UBS Team with .25B AUM Joins LPL Financial
Financial Management

UBS Team with $1.25B AUM Joins LPL Financial

September 18, 2025
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A South Carolina-based team managing about $1.25 billion in client assets is joining independent broker/dealer LPL…

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Morgan Stanley Portfolio Manager Mellany Bagtas Joins UBS Wealth Management
Financial Management

Morgan Stanley Portfolio Manager Mellany Bagtas Joins UBS Wealth Management

June 14, 2025
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NEW YORK–(BUSINESS WIRE)– UBS Wealth Management US today announced that Mellany Bagtas has joined the firm…

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UBS enters into local partnership in India for wealth management
Financial Management

UBS enters into local partnership in India for wealth management

April 26, 2025
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UBS enters into local partnership in India for wealth management Keystone-SDA Listen to the article Listening…

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UBS Q3 profits, wealth management revenues make a comeback
Financial Management

UBS Q3 profits, wealth management revenues make a comeback

November 2, 2024
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UBS’s global wealth management reported higher profits in the third quarter, turning a corner after several…

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