bank
UBS Wealth Management USA
In PWD coverage since August 19, 2026 · 1 story
1Deals on our tracker
-40Talent net · 12 months0 in · 40 out
Talent flow · 12 monthsOn the wire →
Net -40 · 0 arrivals · 40 departures
Arrivals
None tracked.
Departures
Advisor
Aug 18 · to FROST INVESTMENT SERVICES
Advisor
Aug 18 · to FROST INVESTMENT SERVICES
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Deal recordFull tracker →
Aug 6, 26Deal closedTerance A.O. Takyi · $5.6M
PWD coverage
move
Clawback verdict: $5.6 million reminder of the cost of leaving
A wirehouse broker who left after two years lost his arbitration fight over a recruiting loan — a caution for advisors weighing independence.