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2023-05-22 00:56:00 ET Summary Third Point LLC is an SEC-registered investment adviser based in New York. The firm was founded in 1995 by Daniel S. Loeb, who serves as Chief Executive Officer. Third Point focuses on event-driven, value-oriented investing. During the First Quarter,...
Nine UBS advisors in Florida named to Barron's Top 1200 Financial Advisors list PR Newswire TAMPA, Fla. , May 19, 2023 /PRNewswire/ -- UBS Private Wealth Management announced today that Christopher Aitken , Michael Bober , Chris Garvin , Joseph Mati...
UBS Wealth Management USA today announced that Paul L. Cuneo has joined the firm as a Managing Director and Financial Advisor in Garden City, New York. Paul joins with his team, Cuneo, Denihan & Associates which also includes Financial Advisor Tim Denihan and Client Service Associates Mel...
2023-05-18 10:58:01 ET Just before UBS's ( NYSE: UBS ) acquisition of Credit Suisse ( NYSE: CS ) was announced, Third Point had invested in Credit Suisse bonds, Third Point CEO and Chief Investment Officer Daniel Loeb said in a letter to investors. Once the rescue wa...
2023-05-17 04:16:42 ET UBS expects to close Credit Suisse deal in few weeks, unveils new model UBS set to win unconditional European approval for Credit Suisse deal UBS weighed rescuing Credit Suisse months before Swiss government arranged deal For further detail...
UBS Wealth Management USA announced today that Financial Advisor Daniel P. Green , based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. This is the third consecutive year that Daniel has been named to the list. &...
UBS Private Wealth Management today announced that O’Connor & Associates, led by Private Wealth Advisor Ting O’Connor , has joined the firm in San Jose, CA. The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano. ...
UBS announced today that Jonathan Beukelman , a Private Wealth Advisor in the firm’s Denver, Colorado office, has been named to the Barron’s Top 1200 Financial Advisors list for 2023. This is the tenth consecutive year that Jonathan has been named to the list. “We are...
2023-05-14 08:00:00 ET Summary European equities have been a surprise out-performer in 2023. This momentum has been a welcome sign for investors in the region, and there is a chance it could continue. Key factors include below-average valuations, well-capitalized banks, and higher...
2023-05-14 03:30:00 ET Summary Matrix Asset Advisors is a Value-Driven asset management company. Our investment philosophy and process has allowed us to build a cohesive team of key investment professionals, enabling us to be both opportunistic and responsive. We think the economi...
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UBS announced today that four financial advisors in the firm’s Pacific Desert Market , which includes part of Southern California as well as Arizona and Hawaii, have been named to the Barron’s Top 1200 Financial Advisors list for 2024. The advisors named to the list include Stev...
UBS Wealth Management USA announced today that The Rosegarten/Rubin Financial Group , an advisor team in the firm’s 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams and the Forbes Top Wealth Advisors lists for 2024. “We are extremely...