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Independent Intelligence on the Private Wealth Industry
Tuesday, September 1, 2026The Morning Brief →Sign in
asset manager

UBS Asset Management (Americas) LLC

In PWD coverage since September 1, 2026 · 1 story
-32Talent net · 12 months4 in · 36 out
Talent flow · 12 monthsOn the wire →
Net -32 · 4 arrivals · 36 departures
Arrivals
John Houlihan
Aug 31 · from UBS
Jesse Flatt
Aug 31 · from Bank of America Private Bank
Pasha Azad
Aug 31 · from Bernstein Private Wealth Management
Ian Roth
Aug 31 · from Goldman Sachs
Departures
Advisor
Aug 30 · to FROST INVESTMENT SERVICES
Advisor
Aug 30 · to FROST INVESTMENT SERVICES
Advisor
Aug 30 · to FROST INVESTMENT SERVICES
Advisor
Aug 30 · to FROST INVESTMENT SERVICES
Advisor
Aug 29 · destination pending
Advisor
Aug 29 · destination pending
PWD coverage
vehicles

August's N-2 wave widens past credit

August's seven unlisted closed-end filings stretch the wrapper from private credit into real assets and niche equity strategies.
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