Wealth and Asset Management
UBS loses $300M team to Stifel as wirehouse exodus accelerates
The team’s clients include early stage investors and ultrahigh-net-worth individuals. Stifel lured away a team managing $300 million in client assets from UBS, a spokesman said. It’s the latest hire for the regional firm, which has been aggressively attempting to lure more talent. Last week, Stifel picked up an advisor…
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