bank

UBS Financial Services

WEEHAWKEN, NJ

CRD: 8174

In PWD coverage since August 20, 2026 · 11 stories

$916BRegulatory AUMSEC Form ADV · Oct 3

12,524EmployeesForm ADV

-4Talent net · 12 months0 in · 4 out

Regulatory AUM · Aug 22 – Oct 3

Observed recruiting events · 12 monthsOn the wire →

Net -4 · 0 incoming events · 4 outgoing events

Arrivals

None tracked.

Departures

Pearsall Wealth Management of Raymond James

Aug 20 · to Raymond James & Associates

Murray Street Wealth Advisors

Aug 21 · to FiNet

Michael Bober

Aug 25 · to Cresset

Redstone Wealth Management Group

Sep 11 · to Wedbush

PWD coverage

Moves

Cresset Bought a Business, Not a $4 Billion Book

The BV Group's exit from UBS is the clearest test yet of whether a family-office platform, and not a recruiting check, is what pulls private-wealth teams loose.

move · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets

Moves · Sep 10Wedbush adds a $500 million UBS team in Greensboro

Moves · Sep 2Three breakaways, $945 million, and the fight moves inside the channel

Moves · Aug 26Cresset's Boca Raton liftout is a CPA template with $4 billion attached

Moves · Aug 25Cresset pulls $4B UBS team into Boca Raton

Features · Aug 23FiNet's bank-team raid redraws the independent channel

Moves · Aug 21FiNet wins back a UBS team and adds an Ameriprise practice

advisor_note · Aug 21Schwab keeps the small accounts. Edward Jones buys in.

Moves · Aug 21LPL and Raymond James land $590M in advisor moves

Moves · Aug 20Raymond James lands $400M UBS veteran in Glens Falls

UBS Financial Services

Cresset Bought a Business, Not a $4 Billion Book

The Family Office Daily Briefing