See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Wealth advisors Bruce Tenenbaum and Andy Lam join the firm from UBS Private Wealth Management; it is the latest move in Rockefeller's regional expansion.
The investment bank has been quietly building out a retail wealth management strategy. The acquisition of United Capital, for $750 million in cash, turns up the volume and announces its position as a major player in the retail space.
UBS cut positions serving the bank's wealth, asset management and investment banking activities. The majority of cuts are in corporate center positions such as human resources, IT, marketing, and risk departments.