wealth management

UBS files for US banking licence to enhance wealth management offerings– report

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UBS files for US banking licence to enhance wealth management offerings– report

Switzerland’s UBS has applied for a banking licence in the US, signalling its ambition to expand its wealth management services, reported Reuters. According to an internal memo obtained by the news agency, UBS Americas president Rob Karofsky and UBS Global Wealth Management US head Michael Camacho said that the bank has submitted its application for … Read more

How A Merrill Advisor Manages $300 Million For First Generation Black Wealth Creators

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How A Merrill Advisor Manages 0 Million For First Generation Black Wealth Creators

When Nedra Agnew was working in the U.S. foreign service, her trajectory seemed clear: she was on a path that could one day have led to an ambassadorship. Then, in the early 2000s, her partner at the time was a financial advisor and was looking for a trainee with a CFP to join his team. … Read more

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