Subscribe

UBS team managing $850 million goes indie with Sanctuary

ubs $850 million

Four-adviser group sets up shop as Questar Capital in Paramus, New Jersey.

Four advisers managing $850 million at UBS Financial Services have gone independent, setting up Questar Capital in Paramus, New Jersey and affiliating with Sanctuary Wealth.

Partners Gerry Spitzer Richard Reyle were joined in the move by Michael Stabinski and Toby Sicango, as well as operations manager Alex Davis.

[MORE: UBS taking ‘close look’ at US as Asia wealth business slows]

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