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UBS Wealth Management USA

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

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.
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