Julie Fox

What changed

After 24 years at UBS, most recently leading Southeast region wealth management and private wealth across 15 states, she joined &Partners as an equity partner and executive team member co-leading UHNW and private wealth.

Reported / discovered

Oct 13, 2026

Effective

Not reported

New role

Equity Partner; Co-lead, Ultra-High-Net-Worth and Private Wealth

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.