UBS has attracted a highly experienced advisor team from Merrill Lynch, who managed approximately $1.3 billion in client assets. The team, known as The Hart Group, consists of James Hart, Emily Hoag, Natalie Squillace, and Nolan Hart. UBS highlights their specialization in providing financial strategies tailored to athletes and entertainers. The specific challenges faced by … [Read more...] about UBS Recruits Former Merrill Lynch Team to Serve Athletes and Entertainers
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Rivian Stock Upgrade from UBS
Rivian Automotive Inc.'s stock (RIVN, +3.91%) experienced a rise of 2.6% in early trading on Tuesday following an upgrade to a buy recommendation by UBS. Despite a slight reduction of $2 in the price target, now set at $24 per share, UBS analyst Joseph Spak expressed optimism about the future prospects of the electric-vehicle manufacturer. Positive outlook after recent … [Read more...] about Rivian Stock Upgrade from UBS
Morgan Stanley’s Stock Rating Cut by UBS Analyst
Morgan Stanley's stock took a hit on Wednesday as UBS analyst Brennan Hawken downgraded the megabank's rating from buy to neutral. In addition to the rating cut, Hawken also lowered his target price for Morgan Stanley shares from $110 to $84. This adjustment reflects his belief that the stock is currently fairly priced. Moreover, Hawken reduced his earnings estimate for Morgan … [Read more...] about Morgan Stanley’s Stock Rating Cut by UBS Analyst
Rockefeller Capital Management Adds New York Advisors to Wealth Management Division
Rockefeller Capital Management is expanding its wealth management division with the addition of a team of top advisors based in New York. Led by Angela Mwanza, the six-person practice, now known as Oryx Legacy Partners, was previously affiliated with UBS and operated under the name Evergreen Wealth Management. Angela Mwanza, originally from Zambia, brings a wealth of experience … [Read more...] about Rockefeller Capital Management Adds New York Advisors to Wealth Management Division
