south florida advisory team with 470 million joins ubs from j p morgan

UBS has expanded its wealth management team by hiring a South Florida advisory team from J.P. Morgan.

Team Expansion

The team, led by John Hardin, will be joining UBS Private Wealth Management and will bring over $470 million in assets. Hardin is known for working with ultra-high-net-worth clients and holds the Chartered Financial Analyst designation.

Katelyn O'Hara, a Senior Wealth Strategy Associate with three years of experience at J.P. Morgan Private Bank, will also be joining the team.

UBS's Strategy

UBS is excited about these additions and is committed to delivering personalized service to clients. This move aligns with UBS's strategy to enhance its wealth management capabilities and attract top talent.

The team will integrate into Integra Partners, a private wealth team that has also transitioned from J.P. Morgan to UBS. UBS has recently made leadership changes, appointing Rob Karofsky and Iqbal Khan to co-run the wealth unit. UBS has also reorganized its wealth management segment, creating a new unit called GWM Solutions, led by Yves-Alain Sommerhalder.

Miami Market Importance

The Miami market has become important for wealth management firms, and UBS's hiring of Hardin and O'Hara is a strategic move to capitalize on this trend. Integra Partners, the team they will join, has already expanded its assets under management to over $7.2 billion.

Competitive Landscape

The competitive landscape of wealth management is evolving, with firms focusing on providing personalized services and comprehensive solutions. UBS's hiring and organizational changes position the firm to meet these challenges and remain competitive.

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