Wealth and Asset Management
UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client Offerings
UBS and Morgan Stanley have added private placement Opportunity Zone funds to their roster of investment products available to clients. Bank of America’s Global Wealth & Investment Management unit, Wells Fargo Advisors and its parent bank’s ultra-high-net-worth advisory concern, Abbot Downing, are all preparing to add such funds. “We are…
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