First Republic

11/4/19 | Advisor Moves, News | First Republic, UBS | 4 Comments

First Republic Hires $5-Million UBS Team in Los Angeles

J.P. Morgan Securities Taps New Regional Manager in New York

10/23/19 | News | 1 Comment

Company veteran James Lansing replaces Mike Lee, the former New York regional director who left for West Coast rival First Republic in March.

Bank of America, First Republic, Merrill Lynch

Merrill Wealth Team Producing $10 Mln Joins First Republic

10/4/19 | Advisor Moves, News | 10 Comments

Private Wealth group advisors, led by a pair of 30-year Merrill veteran, are relocating to Palm Beach, Fla., from Chicago.

First Republic, Morgan Stanley, UBS, Wells Fargo

$11-Mln UBS Team Joins First Republic, $2.5-Mln Morgan Stanley Pair Go to Wells

9/23/19 | Advisor Moves, News | 7 Comments

Friday departures deprived UBS of four California advisors with 64 years’ experience at the firm, while Morgan Stanley lost a nine-year veteran.

First Republic, Morgan Stanley, UBS

$3.6 Million UBS Team Joins First Republic in New Jersey

8/12/19 | Advisor Moves, News | 2 Comments

Paramus team opened West Coast bank’s first wealth branch in the Garden State on Friday, the same day UBS hired a $1-million, 29-year industry veteran in Ohio from Morgan Stanley.

West-Coast-Wins-First-Republic-Nabs-Merrill-Team-Rockefeller-Gets-Wells-Duo

First Republic, Merrill Lynch, Rockefeller Capital Management

First Republic Nabs California Merrill Team, Rockefeller Signs Wells Duo

7/26/19 | Advisor Moves, News | 5 Comments

Merrill pair in Silicon Valley and Wells team in San Francisco were each overseeing about $300 million of customer assets before moving on Friday.

First Republic, Luminous Capital

‘Luminous’ Advisors Who Bolted First Republic Keep 88% of Assets

7/17/19 | Advisor Moves, News | 7 Comments

Bank says it expects to retain just $2 billion of the $16 billion managed by flagship wealth team that broker away last month, but will gain relief from reduced compensation costs.

First Republic, Morgan Stanley, UBS, Wells Fargo

First Republic’s Star-Studded ‘Luminous’ Team Goes Independent

6/3/19 | Advisor Moves, News | 3 Comments

Former Merrill Lynch brokers who sold their RIA business to First Republic for $125 million six-and-a-half years ago split on Friday to form two separate advisory firms.