Opinion on Financial Services in North America

Published within

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Type Product title / description Pub Price
ResearchWire
ResearchWire

UK travel insurance: North America recovers as visitor destination

Published By Datamonitor
10 Nov 2005
CommentWire
CommentWire

UK banking: the Aussies are coming

Published By Datamonitor
29 Nov 2000
Expert View
Expert View

UK and India pressure wealthy individuals to repatriate their assets from offshore centers

Since the onset of the financial crisis in 2008, the disclosure of undeclared offshore assets has come to the forefront of public discourse, resulting in active efforts by governments and tax offices in North America, Europe, and even some of the emerging markets to address the matter. Wealth managers should be able to benefit from the changing rules.

Published By Datamonitor
30 May 2012
CommentWire
CommentWire

UBS: onshore expansion goes on

Although still subject to regulatory approval, UBS' [UBS] purchase of Etra SIM will further expand its already fast-growing European onshore wealth management operations. With a strong presence in Germany, the UK and Italy, the wealth manager is now likely to examine its weaker markets, Spain and France. However, powerful local competition will give UBS a run for its money.

Published By Datamonitor
11 Jan 2005
CommentWire
CommentWire

UBS: no sign of a seasonal downturn

Swiss investment bank UBS [UBS] has agreed to purchase Julius Baer's North American wealth management business for an undisclosed sum. The transaction, due to be completed in the first quarter of 2005, marks the latest in a long line of acquisitions by UBS, as well as Julius Baer's exit from private banking in North America as it refocuses on core operations.

Published By Datamonitor
08 Dec 2004
CommentWire
CommentWire

UBS: ditching Warburg and PaineWebber

UBS, the world's biggest private bank, wants its identity to rival HSBC and Citigroup. It will ditch its well-known Warburg and PaineWebber brands - taking a $1 billion write-off on the discarded names. While the move should eventually pay off in attracting new business, the short-term upheaval may scare conservative private banking customers away.

Published By Datamonitor
13 Nov 2002
CommentWire
CommentWire

UBS: cutting the threshold

UBS' plan to reach the mass affluent has aroused hostility within its merger partner PaineWebber, which fears being swamped by its Swiss parent. Ultimately, however, new moves to cater for the mass affluent are part of a process begun by the PaineWebber deal itself.

Published By Datamonitor
02 Jul 2002
CommentWire
CommentWire

UBS: Citigroup's woes could be wealth management opportunity

UBS' [UBS] results show a 37% increase in UBS Wealth Management's pre-tax profits for the first nine months of 2004, with record levels of invested assets and continued investment in expansion and recruitment. Having returned to the Japanese market during Citigroup's [C] recent regulatory troubles there, the wealth manager now has a significant opportunity that could propel it to greater heights.

Published By Datamonitor
03 Nov 2004
CommentWire
CommentWire

UBS/EnronOnline: customers once bitten, twice shy

Despite UBS' AA+ credit rating, rebuilding the shattered confidence of former EnronOnline clients will be a tall order for the Swiss bank. It has been successful in retaining Enron employees, including senior staff, but many customers have already defected to healthier rivals following the collapse.

Published By Datamonitor
12 Feb 2002
Expert View
Expert View

UBS returns to vanilla wealth management

The global financial system is opening up in the wake of the financial crisis, with information exchanges between countries becoming more common and the regulatory burden for companies and asset managers increasing. Therefore it should come as no surprise that UBS has started retreating from some of its offshore centers to refocus on its roots as a boring but trusted wealth manager.

Published By Datamonitor
29 Nov 2012

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