UBS tax evasion controversies

Ocean Capital Announces Formation of the Coalition of Concerned UBS Closed-End Bond Fund Investors

Retrieved on: 
Thursday, July 22, 2021
Banking, Professional services, Finance, Finance, Money, Financial services, Investment banks, Subprime mortgage crisis, UBS, Warburg family, PUERTO RICO, CNBC, Puerto Rican government-debt crisis, UBS tax evasion controversies, Banking, Professional services, Finance, Finance, Money, Financial services, Investment banks, Subprime mortgage crisis, UBS, Warburg family, PUERTO RICO, CNBC, Puerto Rican government-debt crisis, UBS tax evasion controversies

3 Market returns included in UBS Asset Managers of Puerto Rico Closed-End Funds Quarterly Report, Fourth Quarter 2020.

Key Points: 
  • 3 Market returns included in UBS Asset Managers of Puerto Rico Closed-End Funds Quarterly Report, Fourth Quarter 2020.
  • 4 Market returns included in UBS Asset Managers of Puerto Rico Closed-End Funds Quarterly Report, Fourth Quarter 2020.
  • 5 CNBC, UBS Group CEO on Puerto Rico: We could have done things better, June 18, 2018.
  • 6 CNBC, UBS Group CEO on Puerto Rico: We could have done things better, June 18, 2018.

$2 Billion Advisor Team Joins UBS in Newport Beach, California

Retrieved on: 
Tuesday, May 4, 2021
Banking, Professional services, Finance, Finance, Money, Financial services, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, UBS tax evasion controversies, UBS Global Wealth Management, UBS, UBS GLOBAL WEALTH MANAGEMENT, UBS

b"UBS Wealth Management USA announced today that a seven-person team managing $2 billion in client assets has joined the firm in Newport Beach, California.

Key Points: 
  • b"UBS Wealth Management USA announced today that a seven-person team managing $2 billion in client assets has joined the firm in Newport Beach, California.
  • in Political Science from California State Polytechnic University at Pomona.\nPrior to joining UBS, Fred served as a Private Client Advisor at Bank of America\xe2\x80\x99s Private Bank, and a Global Commercial Banker for Bank of America Merrill Lynch.
  • On the team he is responsible for providing clients with customized wealth strategies and planning services.
  • The key symbol and UBS are among the registered and unregistered trademarks of UBS.\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210504005981/en/\n"

$1.8 Billion Team Joins UBS Private Wealth Management in South Florida

Retrieved on: 
Tuesday, April 20, 2021
Consulting, Professional services, Finance, Finance, Financial services, Money, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Wells Fargo, UBS tax evasion controversies, UBS Global Wealth Management, UBS, UBS GLOBAL WEALTH MANAGEMENT, UBS

b"UBS Private Wealth Management announced today that a three-person team managing over $1.8 billion in assets has joined the firm in UBS\xe2\x80\x99s South Florida market.\nThis press release features multimedia.

Key Points: 
  • b"UBS Private Wealth Management announced today that a three-person team managing over $1.8 billion in assets has joined the firm in UBS\xe2\x80\x99s South Florida market.\nThis press release features multimedia.
  • View the full release here: https://www.businesswire.com/news/home/20210420005294/en/\nUBS Private Wealth Management announced today that a three-person team managing over $1.8 billion in assets has joined the firm in UBS\xe2\x80\x99s South Florida market.
  • Before joining UBS, Doris was a Managing Director and Wealth Advisor at Wells Fargo Private Bank in Miami for 15 years.
  • Gina was formerly a Wealth Advisor Associate at Wells Fargo Private Bank in Miami.\nAs the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.

Fred Gatti Joins UBS as a Financial Advisor in New York City

Retrieved on: 
Wednesday, March 24, 2021
Professional services, Other Professional Services, Human resources, Finance, Consulting, Banking, Finance, Money, Financial services, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Robert J. McCann, UBS tax evasion controversies, UBS Global Wealth Management, UBS

UBS Wealth Management USA announced today that Fred Gatti has joined the firm as a Financial Advisor and Senior Vice PresidentWealth Management, in the firms 1285 Avenue of the Americas branch office in New York City.

Key Points: 
  • UBS Wealth Management USA announced today that Fred Gatti has joined the firm as a Financial Advisor and Senior Vice PresidentWealth Management, in the firms 1285 Avenue of the Americas branch office in New York City.
  • Were delighted to welcome Fred to UBS, said John Decker, 1285 Avenue of the Americas Market Head at UBS Wealth Management USA.
  • Fred joins UBS after serving more than eight years as a Senior Private Banker and Relationship Manager at HSBC Private Bank managing over $600 million in assets.
  • UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland.

32 UBS Advisors in New England Named to the Forbes/SHOOK Best-in-State Wealth Advisors List

Retrieved on: 
Monday, February 22, 2021
Banking, Professional services, Finance, Finance, Financial services, Money, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Private banking, UBS tax evasion controversies, UBS Global Wealth Management, UBS

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.

Key Points: 
  • As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.
  • Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
  • UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland.
  • The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Three Financial Advisors join UBS in Houston

Retrieved on: 
Tuesday, February 9, 2021
Finance, Financial services, Money, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Robert J. McCann, UBS tax evasion controversies

HOUSTON, Feb. 9, 2021 /PRNewswire/ --UBS Wealth Management USA announced today that three Financial Advisors have joined the firm in Houston, Texas.

Key Points: 
  • HOUSTON, Feb. 9, 2021 /PRNewswire/ --UBS Wealth Management USA announced today that three Financial Advisors have joined the firm in Houston, Texas.
  • Dale Heysse has over 15 years of industry experience and joins UBS as a Financial Advisor and Portfolio Manager.
  • Jason Valentz has over 16 years of industry experience and joins UBS as a Financial Advisor and Portfolio Manager.
  • UBS provides financial advice and solutions to wealthy, institutional and corporate clientsworldwide, as well as private clients in Switzerland.

Sara Perez Barrett Named Branch Manager at UBS in Memphis

Retrieved on: 
Wednesday, December 9, 2020
Consulting, Banking, Professional services, Finance, Finance, Financial services, Money, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, UBS tax evasion controversies, Tom Naratil, UBS, UBS Global Wealth Management

UBS Wealth Management USA announced that Sara Perez Barrett has been appointed Branch Manager of the Memphis, Tennessee office.

Key Points: 
  • UBS Wealth Management USA announced that Sara Perez Barrett has been appointed Branch Manager of the Memphis, Tennessee office.
  • Were delighted that Sara has agreed to lead this important market for UBS, said Jerry Johnson, South Central Market Head at UBS Wealth Management USA.
  • She will to continue empower female investors in the Memphis community, building upon the strong foundation that UBS already has in place.
  • After 13 years in his role as Branch Manager of the Memphis office, Joe Heinz has decided to retire.

UBS Announces Call Settlement Amounts for Three Series A MLP ETNs

Retrieved on: 
Friday, November 20, 2020
Consulting, Banking, Professional services, Finance, Finance, Financial services, Banking, Investment banks, Subprime mortgage crisis, UBS, Warburg family, UBS tax evasion controversies, Tom Naratil, ETRACS, UBS

Each of the above Securities is part of UBS AGs Medium Term Notes, Series A, on which UBS AG and UBS Switzerland AG are co-obligors.

Key Points: 
  • Each of the above Securities is part of UBS AGs Medium Term Notes, Series A, on which UBS AG and UBS Switzerland AG are co-obligors.
  • On November 3, 2020, UBS AG announced the mandatory redemption of eleven Series A ETRACS ETNs, including these Securities.
  • UBS will pay the applicable Call Settlement Amount to investors holding the Securities on November 24, 2020.
  • This material is issued by UBS AG and/or any of its subsidiaries and/or any of its affiliates ("UBS").

UBS Announces Call Settlement Amount for the Series A ETRACS Monthly Pay 2xLeveraged S&P Dividend ETN

Retrieved on: 
Tuesday, November 17, 2020
Consulting, Banking, Professional services, Finance, Finance, Financial services, Banking, Investment banks, Subprime mortgage crisis, UBS, Warburg family, UBS tax evasion controversies, Union Bank of Switzerland, ETRACS, UBS

The Securities are part of UBS AGs Medium Term Notes, Series A, on which UBS AG and UBS Switzerland AG are co-obligors.

Key Points: 
  • The Securities are part of UBS AGs Medium Term Notes, Series A, on which UBS AG and UBS Switzerland AG are co-obligors.
  • On November 3, 2020, UBS AG announced the mandatory redemption of eleven Series A ETRACS ETNs, including the Securities.
  • UBS will pay the applicable Call Settlement Amount to investors holding the Securities on the Call Settlement Date.
  • This material is issued by UBS AG and/or any of its subsidiaries and/or any of its affiliates ("UBS").

UBS Announces Mandatory Redemption of Two ETRACS ETNs and Suspends Further Sales of the ETRACS ETNs

Retrieved on: 
Tuesday, November 3, 2020
Banking, Professional services, Finance, Finance, Financial services, Money, Investment banks, Subprime mortgage crisis, UBS, Warburg family, UBS tax evasion controversies, Alerian, ETRACS, UBS

UBS AG has also announced the waiver of the minimum early redemption size for each series of the Securities.

Key Points: 
  • UBS AG has also announced the waiver of the minimum early redemption size for each series of the Securities.
  • ETRACS ETNs are senior unsecured notes issued by UBS AG, are traded on NYSE Arca, and can be bought and sold through a broker or financial advisor.
  • This material is issued by UBS AG and/or any of its subsidiaries and/or any of its affiliates ("UBS").
  • The key symbol, UBS and ETRACS are among the registered and unregistered trademarks of UBS.