UBS Needs New Excuse for Massive Underperformance: M&A Acquisition of Raymond James or Citizens

M&A could help. The dream deal would be brokerage-to-wealth giant Charles Schwab (SCHW.N), opens new tab, but at $151 billion or thereabouts it’s far too big. Rolling up independent boutiques would take time, but some larger players like Ameriprise Financial (AMP.N), opens new tab have wealth and financial-advice units that would add more heft.

Even buying a non-wealth group would help support the weight of running a regulated U.S. entity. Raymond James Financial (RJF.N), opens new tab, the diversified $33 billion group, would bring a host of new wealth customers while also boosting UBS’s investment banking chops. A classic bank, like $20 billion Citizens Financial (CFG.N), opens new tab, would bring cheap deposit funding and wealthy but not super-rich customers. In other words, Ermotti might have one deal left in him after finishing integrating Credit Suisse.

https://www.reuters.com/breakingviews/answer-ubss-chronic-us-problem-ma…
 

3 Comments
 

The YTD performance in advisory in February which has been a pretty bad month for everybody ex-O&G mean basically nothing. I don't think UBS has any interest in buying a US depository, but rolling up some wealth management in US could make sense. They are still undergoing a massive integration so doesn't seem likely in the near term.

 

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