NEW YORK--(BUSINESS WIRE)--UBS Wealth Management USA today announced that Financial Advisors Joseph J. Guarneri, Steven Kabot, Stefani Bollag, Daniel Russo and Conor Heine will be joining the firm in New York City. Together, their team, GKB & Associates, manages nearly $2 billion in client assets for high-net-worth individuals and families. They will be based in the firm’s office at 1285 Avenue of the Americas, managed by Market Director Kellie Brady. “We’re extremely proud to welcome Joe, Steve, Stefani ...

DENVER--(BUSINESS WIRE)--UBS Private Wealth Management announced today that Montage Financial Group, an advisor team based in the firm’s Denver, Las Vegas and Lincoln offices, has been named to the Forbes America’s Top Wealth Management Teams Private Wealth list for 2023, ranking #37 in the nation. “I am incredibly proud to see this team recognized again as one of the top private wealth teams in the country,” said Michael Gatewood, Market Executive, Chicago Wealth Management and Midwest Private Wealth Ma ...

IRVINE, Calif.--(BUSINESS WIRE)--UBS Wealth Management USA today announced that Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis have joined the firm. The team will be located in the firm’s Orange County/Irvine office, which is part of the UBS Pacific Desert Market. “On behalf of UBS, it is my pleasure to welcome Steve and Kristin to the firm,” said Howard Woo, Irvine Market Director at UBS Wealth Management. “This team brings extensive experience working with high-net ...

A view of the Credit Suisse office in Singapore. Photo: CAROLINE CHIA/REUTERSSingapore imposed a penalty of 3.9 million Singapore dollars (US$3.0 million) on Credit Suisse for failing to prevent or detect misconduct by its relationship managers.Credit Suisse bankers in Singapore had provided customers with inaccurate or incomplete post-trade disclosures, which led to clients being charged spreads above bilaterally agreed rates for 39 over-the-counter bond transactions, the Monetary Authority of Singapore sa ...

UBS Group AG (NYSE:UBS) Q3 2023 Earnings Conference Call November 7, 2023 3:00 AM ET Company Participants Sergio Ermotti - Group Chief Executive Officer Todd Tuckner - Group Chief Financial Officer Sarah Mackey - Investor Relations Conference Call Participants Stefan Stalmann - Autonomous Research Giulia Miotto - Morgan Stanley Andrew Coombs - Citi Adam Terelak - Mediobanca Flora Bocahut - Jefferies Jeremy Sigee - BNP Andrew Lim - Société Générale Amit Goel - Barclays Benjamin Goy - Deutsche Ban ...

Third quarter 2023 Financial results ...

Financial Report 6M23 FINANCIAL REPORT 6M23 I – CREDIT SUISSE AG RESULTS Credit Suisse AG Wealth Management Swiss Bank Asset Management Investment Bank Capital Release Unit Corporate Center Assets under management II – TREASURY, RISK, BALANCE SHEET AND OFF-BALANCE SHEET Liquidity and funding management Capital management Risk management Balance sheet and off-balance sheet III – CONDENSED CONSOLIDATED FINANCIAL STATEMENTS – UNAUDITED Condensed consolidated financial statements – unaudited Notes to the conden ...

UBS Group AG (NYSE:UBS) Q2 2023 Earnings Conference Call August 31, 2023 2:30 AM ET Company Participants Sarah Mackey - Investor Relations Sergio Ermotti - Group Chief Executive Officer Todd Tuckner - Group Chief Financial Officer Conference Call Participants Jeremy Sigee - BNP Paribas Alastair Ryan - Bank of America Chris Hallam - Goldman Sachs Kian Abouhossein - JPMorgan Flora Bocahut - Jefferies Stefan Stalmann - Autonomous Research Anke Reingen - RBC Benjamin Goy - Deutsche Bank Amit Goel - Barclays And ...

UBS Group AG (NYSE:UBS) Q1 2023 Earnings Conference Call April 25, 2023 3:00 AM ET Company Participants Sarah Mackey - Investor Relations Sergio Ermotti - Group Chief Executive Officer Sarah Youngwood - Group Chief Financial Officer Conference Call Participants Chris Hallam - Goldman Sachs Kian Abouhossein - JPMorgan Alastair Ryan - Bank of America Flora Bocahut - Jefferies Andrew Coombs - Citi Adam Terelak - Mediobanca Jeremy Sigee - BNP Anke Reingen - Royal Bank of Canada Amit Goel - Barclays Benjamin Go ...