UBS Shareholders Approve Major Change in AT1 Bonds

UBS Shareholders Approve Major Change in AT1 Bonds

By
Rafaela Rossi
2 min read

UBS shareholders have approved a significant change concerning the bank's AT1 bonds, making them convertible into equity instead of being written down to zero. This decision comes in the wake of a legal battle involving hedge fund Appaloosa, which has filed a lawsuit against Credit Suisse over misleading financial health claims, resulting in a $17 billion AT1 bond loss. The lawsuit accuses Credit Suisse of misrepresenting its liquidity before the UBS takeover, leveraging securities laws and seeking unspecified damages for substantial investment losses. The approval from UBS shareholders could potentially lead to further AT1 issuance, according to Jeroen Julius from Bloomberg Intelligence.

Key Takeaways

  • UBS shareholders approve converting AT1 bonds into equity, differing from Credit Suisse's loss-triggered write-downs.
  • Hedge fund Appaloosa sues Credit Suisse over misleading financial health claims resulting in a $17 billion AT1 bond loss.
  • The lawsuit accuses Credit Suisse of misrepresenting liquidity before the UBS takeover, under securities laws and New Jersey RICO.

Analysis

UBS shareholders' approval to convert AT1 bonds into equity signals a shift in the bank's risk management strategy, potentially impacting bondholders and the broader financial sector. The lawsuit against Credit Suisse raises concerns about transparency and regulatory compliance in the banking industry, prompting a reevaluation of risk assessment and disclosure practices. Short-term consequences may include increased scrutiny of financial health claims and a potential slowdown in AT1 bond issuance. Long-term implications could see enhanced investor protection and stricter regulatory measures to prevent similar incidents, impacting organizations, investors, and regulatory bodies in the financial sector.

Did You Know?

  • AT1 Bonds: UBS shareholders have approved a significant change concerning the bank's AT1 bonds, making them convertible into equity instead of being written down to zero. This decision differs from Credit Suisse's loss-triggered write-downs. AT1 bonds, also known as additional tier 1 capital bonds, are a form of contingent convertible bonds that absorb losses when a bank's capital falls below a certain level.

  • Hedge Fund Appaloosa Lawsuit: Hedge fund Appaloosa has filed a lawsuit against Credit Suisse over misleading financial health claims, resulting in a $17 billion AT1 bond loss. The lawsuit accuses Credit Suisse of misrepresenting its liquidity before the UBS takeover, leveraging securities laws and seeking unspecified damages for substantial investment losses.

  • RICO Laws: The lawsuit involving Credit Suisse and Appaloosa invokes the New Jersey RICO (Racketeer Influenced and Corrupt Organizations Act). RICO laws are designed to combat organized crime and are frequently used in civil cases, empowering the courts to impose severe penalties on individuals or organizations found guilty of engaging in a pattern of corrupt activities.

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