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UBS Wealth Management USA announced today that Financial Advisor and Senior Portfolio Manager Matt Odom , based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. “We are incredibly proud to see Matt recognize...
2023-06-01 08:28:30 ET Credit Suisse ( NYSE: CS ) has paid back CHF 100B (US$112.5B) in liquidity support backed by federal guarantees, Reuters reported Thursday, citing Swiss Finance Minister Karin Keller-Sutter in an interview. As part of its government-brokered rescue by ...
The UK Financial Conduct Authority announced that the three-month USD LIBOR settings will either cease publication or no longer be representative after June 30, 2023. UBS AG is issuing this press release to provide notice that UBS Securities LLC, in its role as the Security Calculation Agent or C...
UBS AG announced today that it will redeem all of the outstanding securities in each of the two series of UBS-issued exchange traded notes set forth in the following table (collectively, the “ETNs”). UBS AG expects to deliver redemption notices with respect to each of the ETNs to ho...
2023-05-31 00:01:04 ET Summary UBS released an updated F-4 filing, outlining some positive new insights into the pending Credit Suisse deal. The case for pro-forma balance sheet accretion looks compelling, while conservative PPA and legal provisions offer incremental upside. U...
2023-05-26 11:17:30 ET Credit Suisse ( NYSE: CS ) was ordered by a Singapore court to pay what looks to be hundreds of millions of dollars to billionaire and former Georgian Prime Minister Bidzina Ivanishvili, dealing another blow to the bank that has struggled with scandals for yea...
UBS Wealth Management USA announced today that four of the firm’s financial advisors in Hawaii – Matthew Megorden, Daniel Shiu, Kyle Yoneshige and Lori Hamano – were named recently to several industry recognition lists by Barron’s and Forbes. This acknowlegment recog...
2023-05-23 08:30:00 ET Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, ...
2023-05-22 01:19:22 ET Summary I was bullish on the UBS pre-CS deal, as I viewed the Swiss bank as an exceptionally well-positioned wealth and asset manager. After UBS acquired its biggest competitor for close to nothing, my long-term thesis is becoming even more colorful. UBS...
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,...
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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...