Transition Announcement: Husband and Wife Team from UBS Launches Independent Firm
Forbes’ listed advisors Jansen and Julie Bailey launched Acunis Wealth Partners with Wells Fargo’s independent channel, FiNet.
Forbes’ listed advisors Jansen and Julie Bailey launched Acunis Wealth Partners with Wells Fargo’s independent channel, FiNet.
Former UBS team, generating $7.7mm in revenue, sought to serve their HNW and UHNW clients a more bespoke experience.
One of the top teams in the industry, led by the largest female advisor at UBS, Leslie Lauer, moves to RBC Wealth Management.
In building a business guiding a select group of ultra-high net worth families, Angela Mwanza, Jordon Powell, and their team found they were limited at
Chris Glomb, with over 4 decades in wealth management, and his son Michael worked as a team at UBS for 15 years, set their sights
After two rounds of careful due diligence, UBS advisory team Roy Gutierrez and son David came to the conclusion that both of their futures, their
After much due diligence, this young UBS team with $770mm AUM found the ideal path for their independent business with Sanctuary Wealth.
30-Year Industry Veterans Managing $850mm in Client Assets Leave UBS for Independence with Sanctuary Wealth.
We’re proud to share that a nationally recognized UBS team, led by Benjamin (Ben) Domingue, Travis Frayard, and Shawna Prejean, has launched Family Office Partners,
A nationally recognized team from UBS Private Wealth, led by Jim Chiate and Tony Guinane, has launched Dial Square Private Wealth, a new independent firm