How a former Barron's top advisor was able to offload 350 clients and raise profits after leaving UBS
The wirehouse breakaway finds he also has a new social status and the ability to win $19-million clients
Author Elaine Pofeldt December 7, 2011 at 7:37 AM
UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.