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UBS Global Wealth Management: 2,260.0 2 Morgan Stanley Wealth Management: 1,046.0 3 Bank of America Global Wealth and Investment Management: 1,021.2 4 Credit Suisse Private Banking & Wealth Management: 770.0 5 J.P. Morgan Private Banking: 552.0 6 Citi Private Bank: 460.0 7 BNP Paribas Wealth Management: 413.5 8 Goldman Sachs Private Wealth ...
Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...
In 1998, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. [3] From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray. In 2003, U.S. Bancorp spun off Piper Jaffray [ 6 ] in a stock dividend to its shareholders, making the company independent once again under the symbol PJC.
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In 2009, the company acquired 56 branches from the UBS Wealth Management Americas (UBS) branch network (56 offices in 24 states and 500 associates). [ 2 ] In 2010, the company completed its acquisition of Thomas Weisel Partners Group , Inc and created an enterprise with one of the largest U.S. equity research platforms and expanded institution ...
Initially the business was given the divisional name "UBS PaineWebber" but in 2003 the 123-year-old name Paine Webber disappeared when it was renamed "UBS Wealth Management USA." [ 52 ] The bank would grow considerably in the 2000s, building a large investment banking franchise to compete with the major US and European bulge bracket firms.
Union Bancaire Privée (UBP SA) is a private bank and wealth management firm headquartered in Geneva. UBP is one of the largest private banks in Switzerland, and serves private and institutional clients. The bank was founded in 1969 by Edgar de Picciotto.
UBS Group AG (NYSE:UBS) shares are trading higher after the bank disclosed that it would split its top wealth management role to streamline its executive board. UBS announced several changes to ...