MS · News · 20260914N
Wealth Management Talent Losses
MORGAN STANLEY · 2026-09-14 · Importance 58 · Surprise 42 · In source text
UBS recruited a Morgan Stanley financial-advisor team managing $1.4 billion in client assets. The move represents a material transfer of wealth-management client assets and intensifies competition for experienced advisors. UBS’s recruitment expands its advisor roster while reducing Morgan Stanley’s associated talent and asset base.
Key facts
- UBS recruited a team of financial advisors managing $1.4 billion in client assets from Morgan Stanley. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | contingent | — | UBS recruited a team of financial advisors managing $1.4 billion in client assets from Morgan Stanley. |