We’re thrilled to share that TBY recently had the opportunity to sit down with Rainer Hensel, CEO of UBS in Panama, for an insightful discussion about their role in the region. In our interview, Rainer Hensel explores how UBS is offering a gateway to global markets through personalized services and long-term financial guidance, all delivered by trusted local advisors. Follow our #Panama coverage for more. #Finance #UBS With Anastasia Fernández Fernández
The Business Year’s Post
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This week’s featured scorecard is Allegro CLO XVI - AXA Investment Managers This deal has been arranged by Goldman Sachs and Latham & Watkins acting as manager counsel. Key features in this deal include a cumulative limit on uptier priming, negative cash prohibitions throughout the life of the deal & a 7.5% limit on second lien & unsecured obligations. Access this scorecard and more, reach out to contact@dealscribe.com. #negative #cash #cumulative #limit #unsecured #collateralizedloanobligation #realintelligence #thedevilisinthedetail
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How many negative shocks to your business model and your personal frame of mind can you take before you realize that you are not in charge? Moving to the independent model for offshore advisors is an option worth exploring. MAXIMAI Investment Partners , we are independent, multi custodial and happy to have a discussion about our world.
EXCLUSIVE: UBS is amending its advisor pay structure so that international advisors will no longer be compensated for client relationships that fall under a new $2m asset threshold.
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Have you ever wondered how Goldman Sachs Investment Banking has managed to remain at the top of the M&A league tables nearly every year for the last quarter century? Wonder no more. Business Insider takes you inside (see what I did there?) our M&A franchise with some of our most senior banking partners. They share how our client centricity, drive to win and culture of teamwork and collaboration manifest into an enduring, battle-tested and world-class M&A practice. https://lnkd.in/e_Mrnxp3
With signs of an M&A comeback, Goldman Sachs' bankers are raring to win. Do they still have what it takes following a raft of partner exits?
businessinsider.com
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Sapling Wealth Management - Crafting Customized Financial Solutions for Small Business 401(k)s and Individuals
How much money does it take to get the attention of a "bulge bracket" wealth manager? In this case, UBS is shutting down their Asian accounts if they have less than $2 million in assets, which means these accounts are viewed as breakeven ... or worse. Firms with high-cost structures must do this to maintain a margin to stay in business. For individuals with accounts balances <$2-3 million need to think carefully about the level of service they receive (not the level service the firm has the ability to deliver) when choosing a wealth manager.
UBS to Shut Thousands of Smaller Credit Suisse Accounts in Asia
bloomberg.com
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Forbes-ranked UBS team LongBernsteinGunderson: their competitive edge comes from their high-touch service model: The deeper the relationship, the better the team can plan and protect clients…the team’s cumulative experience provides the deep knowledge for virtually all scenarios. READ: https://bit.ly/4bsAfRQ #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesTopTeams #ForbesSHOOKTopAdvisor #ForbesSHOOKTopTeams
Balancing Behavioral Psychology And Big Picture Advice Guide This $6 Billion UBS Team
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This article in The Wall Street Journal is definitely worth reading. The analysis is also worth noting because it opens up the Pandora’s box of valuing major corporations. tl;dr J.P. Morgan is undervalued. For instance, if you carved out the J.P. Morgan Payments business and valued it on a standalone basis against payment industry peers, it would be in the Top 20 on the NYSE. Just one business unit! Now, imagine how valuable all the other components are? https://lnkd.in/eMTpS_j3
Inside Citigroup’s Most Mysterious Business
wsj.com
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Interning at FactSet Interned at Goldman Sachs-Engineering部門, Deutsche Bank-IB: FIC Markets部門, Morgan Stanley-Institutional Equities & Technology部門 & Bank of America-Global Technology部門, 大和証券 資産コンサルタント
The integration journey can significantly benefit professionals by enhancing operational efficiency, fostering innovation through the seamless merging of diverse systems and practices, and improving collaboration across teams. It also opens up opportunities for cost savings and better resource allocation, ultimately contributing to the growth and competitiveness of their organizations.
Group CEO and President of the Executive Board of UBS AG
We are unlocking the next phase of our integration. Yesterday we announced changes to members of UBS’s Group Executive Board. This structure enhances UBS’s focus—we are cementing the strategy for the firm’s future growth and positioning, backed by a leadership team curated with the future in mind. Additionally, as of today, the UBS and Credit Suisse parent banks have legally merged. Coming less than a year after the legal close of the acquisition, it represents the culmination of months of intense effort by thousands of colleagues across our firm. As a critical milestone in our integration journey, this step allows for continued delivery of exceptional services for all of our clients, crafted for efficiency and rooted in enduring relationships. It will also unlock the next phase of cost, capital, funding and tax benefits from the second half of 2024. As we embark on this transitional phase of operational consolidation, we will remain focused on serving our clients, following through on our strategy, investing in our people, and acting as a pillar of economic support in the communities where we live and work UBS is now well positioned as we progress further on our integration journey to realize the expected synergies and efficiencies of our combination, while putting even more emphasis on our long-term priorities and growth prospects, particularly in the Americas and Asia-Pacific. Read more on our integration milestones: http://from.ubs/6041YcZ2d
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Dealmaking reignited * Investment bankers and underwriters at JPMorgan Chase & Co. and Citigroup Inc. posted their best second-quarter in three years as merger activity and debt capital markets began to rebound. * Even Wells Fargo & Co., smaller in those areas, saw fees from that business leap 63% to $634 million. * Investment banking pipeline is ‘quite strong - Citi * The value of deals globally rose 13% to $1.5 trillion in the first half, compared with a year earlier. Source: Bloomberg Dealmaking Reignites for Banks Just as Consumers Start to Falter https://lnkd.in/e7J_YYaj
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🚀I just completed #JPMorgan Chase's Investment Banking on #Forage. In the simulation I: -Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria. -Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption. -Created a 2-pager for the client containing a company profile and summary of the auction process #InvestmentBanking #FinanceCertification #JPMorganChase #FinancialAnalysis #InvestmentBankingSimulation #CareerAdvancement
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I completed #JPMorgan Chase's Investment Banking on #Forage. In the simulation I: * Identified an ideal M&A target for a client based on assessing their strategic and financial criteria. * Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption. * Created a 2-pager for the client containing a company profile and summary of the auction process.
