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Commander Lay has since left Neuberger Berman and now works as a wealth manager at the Oxford Financial Group in Cincinnati.
The management of UBS has pledged to revive confidence among its customers and shareholders, who saw the investment banking losses harm the reputation of UBS as a wealth manager.
When Mr. Woerth started a high-profile campaign to clamp down on tax evasion last year, his wife was working as a wealth manager for Mrs. Bettencourt, raising questions as to whether Mrs. Woerth could have known about any alleged efforts by the heiress to dodge taxes.
When he started a high-profile campaign to clamp down on tax evasion last year, his wife was working as a wealth manager for Mrs. Bettencourt, raising questions as to whether Mrs. Woerth could have known about the heiress's alleged efforts to evade taxes -- and whether Mr. Woerth failed to act on a prosecutor's letter raising suspicions about Mrs. Bettencourt's tax payments.
I've seen a lot over the past 25 years as a wealth manager.
Similar(51)
Using such demand "as a fund-raising tool totally makes sense in this environment," said Richard J. Krasney, a wealth manager and philanthropy adviser.
My father is a wealth manager.
"She is the kind of woman other women aspire to be," Alexandra Lebenthal, a wealth manager, observed.
Like a family doctor or lawyer, a wealth manager is privy to highly sensitive information.
"The back-out part makes me nervous,"says Kacy Gott, a wealth manager at San Francisco-based Aspiriant.
A "wealth manager" at Morgan Stanley.
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