The case describes the challenges that UBS faced as a result of the U.S. Department of Justice (DOJ) investigation for tax fraud, that claimed that UBS had helped some 52,000 U.S. residents hide billions of dollars in untaxed assets in secret Swiss accounts between 2000 and 2007, depriving the...

"Everything you need to take advantage of today's most exciting new wealth management career optionIt seems like ever since Oprah started hers, family offices are all the rage among today's high-net-worth individuals. Private wealth management advisory firms serving one client, or a very limited...

This paper assesses a performance evaluation framework for wealth management (WM) banks. We propose a method that combines the analytic hierarchy process (AHP) with the assurance region (AR) model of data envelopment analysis (DEA) to enable a consensus decision. We also present several...