UBS posted $3B profit and $37.4B GWM net new assets in Q1 2026, with the Credit Suisse client migration now closed. What it means for advisors.
Browsing: Private Banks News
Wells Fargo landed the 17-person Taylor Group ($6B) and a $1.5B five-advisor team from Morgan Stanley in two weeks of May 2026. Inside the wirehouse retention test.
Morgan Stanley Wealth’s $8.5B Q1 2026 revenue leads the private bank league table. UBS, JPM, BofA, Goldman, Citi report $36B combined wealth revenue.