Wealth and Asset Management
Beyond inheritance: UBS on preparing families, not just fortunes
“Our ambition is to be the wealth manager of choice for generations.” That’s how James Meyrick, head of UK UHNW & Regions at UBS Global Wealth Management, describes the firm’s guiding philosophy when it comes to intergenerational wealth. The firm’s Global Wealth Report 2024 estimates that $83trn will be passed…
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