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UBS wealth management

December 10, 2015

On a recent trip to Australia I met an entrepreneurial couple who talked about the annual cash flush they provide to their children. When digging deeper the conversation touched on topics of ‘how much is enough’ and ‘how to keep them responsible citizens in their communities despite the money’. In our advisory work we often get involved in such discussions. Conflicts in families mainly centre about two issues: power (who leads the family company) and money (who gets how much access to cash). Let’s focus on the money for now.

On a recent trip to Australia I met an entrepreneurial couple who talked about the annual cash flush they provide to their children. When digging deeper the conversation touched on topics of ‘how much is enough’ and ‘how to keep them responsible citizens in their communities despite the money’. In our advisory work we often get involved in such discussions. Conflicts in families mainly centre about two issues: power (who leads the family company) and money (who gets how much access to cash). Let’s focus on the money for now.

July 30, 2015

When it comes to handing over the reins to successors, the odds are stacked against family businesses. Around 70% of families fail to properly pass their business or wealth to the next generation. One of the biggest reasons is that half of families lack a succession plan: a process for identifying and nurturing people to become leaders in the business.

When it comes to handing over the reins to successors, the odds are stacked against family businesses. Around 70% of families fail to properly pass their business or wealth to the next generation. One of the biggest reasons is that half of families lack a succession plan: a process for identifying and nurturing people to become leaders in the business.

November 15, 2011

UBS, the world's second largest wealth management bank, named Sergio Ermotti group chief executive and announced that Alex Weber will succeed Kaspar Villiger as chairman of the board as of May 2012. 

UBS, the world's second largest wealth management bank, named Sergio Ermotti group chief executive and announced that Alex Weber will succeed Kaspar Villiger as chairman of the board as of May 2012.

Ermotti was the bank’s acting chief executive since the end of September, after an unauthorized trading scandal prompted Oswald Gruebel to resign.

The Swiss bank also said that its board of directors confirmed the group’s new strategy, which will focus less on investment banking and more on the group’s wealth management business.

May 1, 2007

Commodities have shown impressive rates of return for wily investors over the past few years. But what is the prospect of this trend continuing? John Adams investigates the role of China and asks whether investors should get in while the going’s good

Commodities have shown impressive rates of return for wily investors over the past few years. But what is the prospect of this trend continuing? John Adams investigates the role of China and asks whether investors should get in while the going's good.

John Adams is a freelance journalist based in the UK.

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