At a glance
- The firm says no client data left UBS with the team, so retained clients were not contacted from an inherited list.
- Crossing $1 billion in 225 days implies an average of about $4.4 million a day.
- UBS recorded 34 advisor departures in early October, according to our records.
Ox Road Capital reports about $1.1 billion in assets and a 93% client retention rate, 225 days after its team left UBS.
The firm says no client data left UBS with the team, so retained clients were not contacted from an inherited list. The reported figures do not specify whether retention is counted in clients or in assets. Our records for the past 30 days count 76 breakaways and 1,238 advisor moves—roughly one breakaway for every 16 moves, measured by moves rather than assets.
Crossing $1 billion in 225 days implies an average of about $4.4 million a day.
UBS recorded 34 advisor departures in early October, according to our records.
Reported by the Numbers desk from PWD 30-day activity tracking, PWD newsroom records and Ox Road Capital reported figures. Published . Corrections