Forbes

This UBS Team Leverages Four Senior Partners To Manage Over $5 Billion For New York Clients

Background: Rukeyser and Williams joined UBS after the financial crisis, moving their practice from Morgan Stanley MS. The current team was formed in 2016 after they met Hollenbaugh and Safro, who had ...
Business Wire

UBS Advisor Team The Schultz Group Named to Forbes America’s Top Wealth Management Teams

PHOENIX--(BUSINESS WIRE)--UBS Wealth Management USA announced today that The Schultz Group, including Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, has been named to the Forbes/SHOOK ...
Morningstar

UBS Advisor Team Wise River Advisors Named to Barron’s Top 250 Private Wealth Management Teams

UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm’s Los Angeles office, has been named to the Barron’s Top 250 Private Wealth Management Teams ...
Morningstar

UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists

UBS announced today that The Matthews Group, an advisor team based in the firm’s Bellevue office, has been named to the Forbes America’s Top Wealth Management Teams – Private Wealth 2024 list and the ...
InvestmentNews

UBS recruits $1.6B team of eight from Merrill Lynch

UBS Private Wealth Management has recruited a team of advisors with a significant track record having previously managed approximately $1.6 billion in client assets at Merrill Lynch. Hammond Fay Bush ...
Hosted on MSN

Wells Fargo Hires $800 Million Advisor Team From UBS

Wells Fargo hired a former UBS advisor team that managed almost $800 million in client assets and generated $6.7 million in annual revenue, according to the company. The team joined Wells Fargo in ...
WealthManagement.com

RBC Wealth Management Recruits $1.6B Team From UBS

A seven-person team in Princeton, N.J., joined RBC Wealth Management, according to a Tuesday announcement. The team managed $1.6 billion in assets at its previous employer, UBS Wealth Management USA.
Business Wire

$1.8 Billion Team Joins UBS Private Wealth Management in South Florida

MIAMI--(BUSINESS WIRE)--UBS Private Wealth Management announced today that a three-person team managing over $1.8 billion in assets has joined the firm in UBS’s South Florida market. Led by Financial ...
Financial Planning

UBS lands $2.6B team from Merrill

UBS Group is picking up a team made up of many Merrill veterans and with roughly $2.6 billion under management as the international bank seeks to build its U.S. wealth management ambitions. The ...
Business Insider

SVB Leerink has poached a team of senior UBS tech bankers, including group head Jason Auerbach, as it continues splashy expansion

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Forbes

This UBS Team Takes A High-Touch, Pro-Dividend Approach To Managing $2 Billion In Washington

Background: Following a 20-year career as an entrepreneur and business manager, Sandra Cunningham turned to becoming a financial advisor and joined UBS in 1998. A year later, she founded The Capitol ...
Business Insider

SVB Leerink has staffed up with at least 18 hires to chase hot tech deals — and adding ECM and fintech bankers is next

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