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Swiss investment bank UBS, the world's largest manager of assets for the wealthy, has spent the past three years carefully expanding onto U.S. retail banks' traditional turf, introducing new credit cards and mortgages for its wealthy customers. In a recent interview, Rosemary Berkery, vice chairman of UBS Wealth Management Americas and head of its U.S. bank, shared what she's learned about U.S. retail banking and how it complements banks' wealth-management goals.

(Image: Bloomberg News)