Wealth Management

$6.3B Hingham Street Moves to Wells Fargo from UBS

Hingham Street Partners moved its team of 32, which booked $38.5M in annual revenue at UBS, to Wells Fargo’s Boston-based ...
InvestmentNews

Wells Fargo nabs $6.3B UBS superteam as recruiting race intensifies

The biggest team move to Wells Fargo Advisors this year highlights its efforts to court large ensembles, as well as UBS's ...
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 Advisor

Wells Fargo Recruits Boston UBS Team With $6.3B AUM

Hingham Street Partners, founded in 2012 by Peter Landry, Lawrence DePaulis, and Timothy Fortune, joined Wells Fargo Advisors from UBS on December 2, according to a press release. The practice is ...

Wells Fargo Recruits $6.3 Billion Team From UBS

The Hingham Street Partners team brings a staff of 16 advisors and 16 support staff to Wells Fargo’s Private Client Group.
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 ...
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 ...
Business Wire

UBS Advisor Team The Matthews Group Named to the Forbes Best-In-State Wealth Management Teams List

BELLEVUE, Wash.--(BUSINESS WIRE)--UBS Private Wealth Management announced today that The Matthews Group, an advisor team in the firm’s Bellevue, WA branch office, has been ranked the top team in ...
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 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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Business Insider

Goldman Sachs just lost another wealth team to UBS in one of the industry's biggest financial adviser moves of the year

UBS is hiring a Washington, DC-based team from Goldman Sachs' private wealth management division overseeing $3 billion in client assets, the Swiss firm said Monday. The hire is a sign UBS is doubling ...
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 ...