UBS Adds Four Advisors From Bernstein to Los Angeles Wealth Office
UBS has added four financial advisors to its Los Angeles private wealth management office from Bernstein Private Wealth Management, moving them to the firm’s new Century City location with more than 225 employees across wealth operations. The hires focus on business sales and liquidity events, strategy, philanthropy, and generational wealth transfer. UBS also expanded its South wealth management leadership and previously brought in a Tampa team managing about $1.3 billion in client assets.