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UBS Client Says His Wife Moved In With Their Wealth Adviser. It Got Messy

Wealth

Tom Schoenberg

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March 19, 2025

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Bloomberg

When Richard Kallman’s 26-year marriage failed, he arrived at a meeting to hash out the separation, expecting to see his wife and her lawyer. But instead, the couple’s new wealth manager from UBS Group AG showed up and demanded Kallman fork over $9 million.

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