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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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UBS Wealth Management USA

In network coverage since August 19, 2026 · 8 stories
1Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
John Pham
Sep 25 · team liftout
Arrivals
None tracked.
Departures
The Vazquez-Monasterio Team
Sep 10 · to Merrill Lynch
Shea Wealth Partners
Oct 23 · to Rockefeller Global Family Office
Deal recordFull tracker →
Aug 6, 26Deal closedTerance A.O. Takyi · $5.6M
Network coverage
Recruiting & transitions

Elevation Point takes minority stake in $750M UBS Las Vegas breakaway

Truing will run under Elevation Point's corporate RIA and custody client assets with Goldman Sachs Custody Solutions.
Recruiting & transitions · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Recruiting & transitions · Sep 28UBS hires Merrill’s John Pham and Jimmy Yip, a $7.5 million Silicon Valley team
Recruiting & transitions · Sep 23UBS holds the grid and prices what leaving costs
Recruiting & transitions · Sep 14A UBS team ran the LPL math and chose Raymond James
Recruiting & transitions · Sep 1Cresset's $4B UBS grab resets the RIA pitch
Recruiting & transitions · Aug 25Cresset pulls $4B UBS team, resets breakaway floor
Recruiting & transitions · Aug 19Clawback verdict: $5.6 million reminder of the cost of leaving
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