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Statement of Financial Condition
Statement of Financial Condition

Underlying - UBS
Underlying - UBS

... For information on public offering in EEA jurisdictions please see under section “General Information” above. Hong Kong – Each purchaser has represented and agreed that it has not issued or had in its possession for the purposes of issue, and will not issue or have in its possession for the purposes ...
Economist Insights Rate of Change
Economist Insights Rate of Change

... The views expressed are as of September 2015 and are a general guide to the views of UBS Global Asset Management. This document does not replace portfolio and fund-specific materials. Commentary is at a macro or strategy level and is not with reference to any registered or other mutual fund. This do ...
UBS Investor Watch
UBS Investor Watch

... • 584 Millennials: Respondents ages 21 – 29 who have at least $75,000 in household income or $50,000 in investable assets; respondents ages 30 – 37 who have at least $100,000 in household income or $100,000 in investable assets. • 533 Gen X: Respondents ages 38 – 49 who have at least $250,000 ...
EXTREME PENALTIES, EXPATRIATION
EXTREME PENALTIES, EXPATRIATION

... Criminal prosecution of Swiss bankers March 2014 – Andreas Bachmann, Credit Suisse banker pled guilty Nov. 18, 2011 — Renzo Gadola, a citizen and resident of Switzerland, was sentenced to five years probation. Gadola pleaded guilty in December 2010 to assisting an American client in concealing an o ...
Family Offices - SchulthessZimmermann Executive Search
Family Offices - SchulthessZimmermann Executive Search

... Several notable bankers have made the move, including UBS impact investing specialist Andreas Ernst, who left the Swiss bank earlier this year for Anthos Asset Management. The unit is part of a family office of the same name set up by the wealthy Dutch Brenninkmeijer family, which owns the C&A chain ...
The revived investor
The revived investor

... About the survey: UBS Wealth Management Americas surveys U.S. investors on a quarterly basis to keep a pulse on their needs, goals and concerns. After identifying several emerging trends in the survey data, UBS decided in 2012 to create the UBS Investor Watch to track, analyze and report the sentim ...
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UBS tax evasion controversies

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