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UBS wealth management notches another strong quarter
Meanwhile, the investment bank announced plans to launch a digital wealth manager in the U.S. next year targeting affluent clientele.
Morgan Stanley bucks trend of more advisers leaving wirehouses
The company maintained its healthy recruiting pace over the first two quarters of the year even as losses continued to mount among its wirehouse competitors.
UBS wealth management boosts assets as adviser head count slips
UBS in the Americas appears to be focusing on recruiting giant teams of private banking advisers as it continues to see experienced advisers walk to competitors.
UBS to cut 700 jobs across wealth unit, investment bank
Over the next three years, the positions are expected to be eliminated in Switzerland alone, with the bulk at the corporate cost center and about 200 between wealth management and the bank’s Swiss unit for personal and corporate banking.
UBS nabs $1.8 billion duo from J.P. Morgan
John Farrell and Joel East are joining the UBS branch in Fort Worth, Texas.
Eight-person UBS team managing $900 million joins RBC
The addition of Meridian Group gives the firm a Roanoke, Virginia, footprint
Four-adviser UBS team managing $1.08 billion joins Raymond James
Group will join firm’s Deer Park, Illinois office in Chicago’s northwest suburbs
UBS trio managing $560 million moves to Rockefeller
The five-member team is joining the firm’s Newport Beach, California office
UBS team managing $630 million moves to Rockefeller
Five-person Adapt Partners is joining Rockefeller in San Antonio
Team managing $270 million at UBS moves to Baird
The WillowPointe Group, a two-adviser, five-person team, joins in Cookeville, Tennessee.
UBS nabs J.P. Morgan Private Bank team managing $6.5 billion
The group of five advisers, which was with J.P. Morgan for nine years, will join UBS' Century City office in Los Angeles.
UBS team managing $245 million goes indie with LPL
Brendan Biruk and Dan Rattigan form Washington Crossing Financial Group in Washington Crossing, Pennsylvania.
IBDs saw decent year in 2020 wirehouse recruiting
Independent broker-dealers saw gains in recruiting coveted wirehouse advisers despite the massive disruptions caused by COVID-19. Firms are also building out registered investment advisory platforms to lure advisers.
UBS teams managing $900 million bolt to RBC
Two pairs of advisers in Lincoln, Nebraska, make the move, along with their staffs.
Duo managing $350 million at UBS move to RBC
Samuel Martello and Brian Sullivan switch firms in Cleveland
UBS Wealth picks ex-NFL player to lead athlete segment
Adewale Ogunleye is a former Pro Bowl defensive end with the Chicago Bears
Team managing $1.8 billion at UBS goes to Venture Visionary Partners
The addition of 12 professionals and AUM almost doubles the size of the Toledo, Ohio, RIA
Duo managing $475 million at UBS joins RBC
Robert Loupee and Michael Graziani shift firms in Bloomfield Hills, Michigan
Adviser managing $220 million at UBS moves to Raymond James
Mark Parker is joining the firm's employee channel in Memphis, Tennessee
UBS taps Refinitiv data for adviser workstation
The partnership builds on the $3.5 billion the wirehouse spends annually on technology investments
