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Private Wealth Daily
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Jimmy Yip

UBS Wealth Management USA · Reported Sep 28
In network coverage since September 25, 2026 · 4 stories
Network coverage
Recruiting & transitions

UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

The pair produced $7.5 million against the $10 million bar for a 16-year package paying 550% of revenue, on a book sources put at $575 million to $1.2 billion.
Products & portfolios · Sep 29Merrill to charge asset managers up to $1.4 million for data and shelf fees
Recruiting & transitions · Sep 28UBS hires Merrill’s John Pham and Jimmy Yip, a $7.5 million Silicon Valley team
Moves · Sep 25Raymond James's employee arm is now the independence trade
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