UBS team managing $270 million joins Sanctuary

UBS team managing $270 million joins Sanctuary
The three-person team in Santa Barbara, California, is led by Antonia LaRocca and operates as Saige Private Wealth.
APR 20, 2022

Sanctuary Wealth, an Indianapolis-based wealth management firm with more than $20 billion in assets, said it has added a three-person team that was managing $270 million at UBS.

The team in Santa Barbara, California, operates as Saige Private Wealth.

Antonia LaRocca, the founder and managing partner at Saige, had been affiliated with UBS since 2014.

Sanctuary has partner firms in 23 states and said Saige Private Wealth will be its seventh team in California.

Latest News

Why don't nearly half of Americans have any investments?
Why don't nearly half of Americans have any investments?

Janus Henderson survey exposes lack of education, generational divides, and gender gaps in investing behaviors.

A $40 trillion opportunity for financial advisors
A $40 trillion opportunity for financial advisors

The best investment advisors can make now is in their tax-planning knowledge.

Advisors’ wallets and hearts have to agree before selling their firm
Advisors’ wallets and hearts have to agree before selling their firm

Advisor-owners must acknowledge from the start that the keep/sell decision is a multi-faceted and difficult choice to make.

Meeting minutes show a Fed divided over size of September rate cut
Meeting minutes show a Fed divided over size of September rate cut

Last month's near-unanimous FOMC decision wasn't as clean as the final announcement suggested.

Facet looks further to the future with $35M funding
Facet looks further to the future with $35M funding

The tech-powered financial planning firm is using its latest financing to advance key initiatives and keep supporting its disruptive model.

SPONSORED Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success