Patrick Winters

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Former Credit Suisse Executive Alleges Bank Had Her Followed

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She alleges Credit Suisse retaliated against her in connection with an accounting dispute.

Richest Of The Rich Are No Longer Holy Grail For Credit Suisse

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Credit Suisse is starting to focus on more mass affluent clientele in lieu of the ultra-wealthy.

UBS Gets Boost From Wealthy Asians As Investment Bank Trails

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UBS's pivot away from investment banking towards wealth management is paying dividends.

U.S. Mints More Than Half Of World's New Millionaires

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A significant portion of wealth in the U.S. is allocated to equities.

Credit Suisse Looks To Add More Advisers To Billionaire Clients

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The lender plans to significantly expand its business for its strategic clients, who are mostly billionaires.

Credit Suisse Considers Return To U.S. Private Banking After Exit

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Credit Suisse transferred its U.S. brokerage to Wells Fargo & Co. in 2015.

UBS Mulls Investment Bank Overhaul With Hundreds of Jobs at Risk

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Piero Novelli and Rob Karofsky are working on their first shake-up of the business after taking over.

UBS's Rich Clients To Feel Negative Rates Pain As Fees Extended

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Continued negative interest rate policy in Europe is leading UBS to charge its clients for cash allocations.

Dealmakers For The Rich Face A ‘Kodak Moment,’ UBS Banker Warns

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The ultra-wealthy are abandoning intermediaries to source and negotiate private deals themselves.

Billionaire Soros Takes Stake In An Embattled Money Manager

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Billionaire investor George Soros built a 3% stake in embattled Swiss asset management GAM Holding AG.

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