Subscribe

UBS nabs J.P. Morgan Private Bank team managing $6.5 billion

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.

A five-adviser team managing $6.5 billion at J.P. Morgan Private Bank in Los Angeles has joined the Century City office of UBS Private Wealth Management.

[More: RIAs led in a year of recruiting slowed by the pandemic]

The team, led by Patrick Schaffer and Ryan Bristol, was with J.P. Morgan for nine years and includes advisers Barry Peterson, Corey Mazza and Dhanesh Bharvani, as well as two staff members.

[More: UBS adviser count dips as wealth management results roar]

ESG offers new way to view companies, says Innovator Amy Domini

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print