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Diamond Consultants UBS Advisor Transition Report 2025
This “firm-focused report” seeks to look under the hood at movement to and from UBS from January to June of 2025.
In addition to raw movement data, we apply our trademark insights and perspectives to answer the following questions:
- How will the firm address elevated advisor attrition, if at all?
- How will the firm position itself to recruit advisors competitively in 2026, given current industry dynamics and headlines?
- Where is UBS recruiting advisors from?
- What are the biggest drivers behind movement away from UBS?
- What types of recruiting deals can UBS teams expect?
- Will we see attrition stabilize or persist going forward?
It’s the only report of its kind in the industry, designed specifically for UBS advisors.
Complete the form below to download your copy.
Please note: Your information is shared only within our firm in complete confidence and without obligation.