UBS Restructures its Global Family Office

“You’re talking about ultra-high-net-worth individuals that have very complex investment strategies and are probably financing businesses,” said Craig Kilgallen director of relationship development at FUSE Research Network. “There’s a lot of complicated financial structures and having all these capabilities and access to that is a differentiator. Being able to offer high-end banking products is very important to high-net-worth … clients.”

For the complete article, click here (subscription required).

Article published on March 2, 2022