--- title: "富国银行继续其招聘行动，吸引了一支管理资产规模达 16 亿美元的瑞银团队" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/285244268.md" description: "富国银行招募了一支由 14 人组成的团队，来自瑞银，管理资产超过 16 亿美元，这是其激进招聘策略的一部分。这一举措紧随其后的是最近从摩根士丹利收购的一支 19 人团队。新团队 AGT 私人财富集团位于德克萨斯州弗里斯科，包括六名财务顾问。与此同时，瑞银正面临顾问留任的挑战，由于不受欢迎的薪酬变动，失去了大量顾问，尽管其美洲部门的利润率略有上升" datetime: "2026-05-05T17:23:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285244268.md) - [en](https://longbridge.com/en/news/285244268.md) - [zh-HK](https://longbridge.com/zh-HK/news/285244268.md) --- # 富国银行继续其招聘行动，吸引了一支管理资产规模达 16 亿美元的瑞银团队 Fresh off its recruitment of a big advisory practice from Morgan Stanely, Wells Fargo has picked up a 14-person team with more than $1 billion under management from UBS. AGT Private Wealth Group is joining Wells Fargo Advisors in Frisco, Texas. The team, led by six financial advisors, had managed roughly $1.6 billion at UBS. The announcement of their move comes just days after Wells Fargo drew to its New York offices a 19-member team formerly managing nearly $6 billion at Morgan Stanley. Among big-name Wall Street firms, Wells Fargo has been one of the most aggressive recruiters. Compared with other wirehouses, its 85 net recruits in 2025 was topped only by Morgan Stanley's 111, according to the annual "Financial Advisor Transition Report" by the recruiting firm Diamond Consultants. Wells' latest team recruited from UBS is led by the private wealth advisors Jay Arbetter, Jason Taraszki, Henry Jordan and Rusti Rogger, as well as the financial advisors Alec "AJ" Jordan and Evan Taylor. Joining them are eight support staff members. Arbetter started his career at Merrill in 1985 and moved to UBS in 2013. Taraszki was at Dean Witter for less than a year in 1999, moved to Merrill in 2000 and then to UBS in 2013. Henry Jordan (the father of AJ Jordan) started at Allstate Financial Services in 2006, moved to Sanford Bernstein in 2009 and then to UBS in 2011. Rogger, AJ Jordan and Evan Taylor began in their careers at UBS, in 2004, 2020 and 2017, respectively. UBS loses a $6B team, gains a recruiting head from Morgan Stanley ## With improved profit margin, UBS still struggling with advisor attrition Even as Wells Fargo has seen success adding to its ranks with recruiting, UBS has struggled over the past year and a half with advisor retention. Advisors began leaving the Americas operation of the Swiss firm at an accelerated pace following the announcement of unpopular compensation changes in late 2024. Attempts last year to soften those changes have slowed departures without ending them entirely. UBS reported in an earnings call last week that its advisor headcount in its North and South America wealth business fell to 5,722in the first quarter, down less than 1% from the fourth quarter of 2025 but down 3% from the first quarter a year ago. UBS executives have said they needed to make changes to advisor compensation to improve the profitability of their of the Americas wealth business. UBS reported the Americas division's pretax profit margin — or the proportion of revenue left over after the deduction of expenses — was up by more than a percentage point in the first quarter of 2026 to nearly 14%. Its operating profits before taxes were up by 25% to $448 million. ### 相关股票 - [WFC.US](https://longbridge.com/zh-CN/quote/WFC.US.md) - [MS.US](https://longbridge.com/zh-CN/quote/MS.US.md) - [MSLC.US](https://longbridge.com/zh-CN/quote/MSLC.US.md) - [XLF.US](https://longbridge.com/zh-CN/quote/XLF.US.md) - [BNKU.US](https://longbridge.com/zh-CN/quote/BNKU.US.md) - [UBS.US](https://longbridge.com/zh-CN/quote/UBS.US.md) - [ALL.US](https://longbridge.com/zh-CN/quote/ALL.US.md) - [AB.US](https://longbridge.com/zh-CN/quote/AB.US.md) - [WFC-D.US](https://longbridge.com/zh-CN/quote/WFC-D.US.md) - [WFC-L.US](https://longbridge.com/zh-CN/quote/WFC-L.US.md) - [WFC-Y.US](https://longbridge.com/zh-CN/quote/WFC-Y.US.md) - [WFC-C.US](https://longbridge.com/zh-CN/quote/WFC-C.US.md) - [WFC-Z.US](https://longbridge.com/zh-CN/quote/WFC-Z.US.md) - [WFC-A.US](https://longbridge.com/zh-CN/quote/WFC-A.US.md) - [MS-O.US](https://longbridge.com/zh-CN/quote/MS-O.US.md) - [MS-Q.US](https://longbridge.com/zh-CN/quote/MS-Q.US.md) - [MS-E.US](https://longbridge.com/zh-CN/quote/MS-E.US.md) - [MS-I.US](https://longbridge.com/zh-CN/quote/MS-I.US.md) - [MS-L.US](https://longbridge.com/zh-CN/quote/MS-L.US.md) - [MS-P.US](https://longbridge.com/zh-CN/quote/MS-P.US.md) - [MS-A.US](https://longbridge.com/zh-CN/quote/MS-A.US.md) - [MS-F.US](https://longbridge.com/zh-CN/quote/MS-F.US.md) - [MS-K.US](https://longbridge.com/zh-CN/quote/MS-K.US.md) - [ALL-B.US](https://longbridge.com/zh-CN/quote/ALL-B.US.md) - [ALL-H.US](https://longbridge.com/zh-CN/quote/ALL-H.US.md) - [ALL-I.US](https://longbridge.com/zh-CN/quote/ALL-I.US.md) - [ALL-J.US](https://longbridge.com/zh-CN/quote/ALL-J.US.md) ## 相关资讯与研究 - [富国银行从摩根士丹利挖角 15 亿美元宾州团队](https://longbridge.com/zh-CN/news/285603326.md) - [全球债市风暴持续升级！机构警示股市或迎实质性调整](https://longbridge.com/zh-CN/news/286770632.md) - [摩根士丹利证券张欣：AI 技术在中长期有望显著提升生产力](https://longbridge.com/zh-CN/news/286756160.md) - [高盛料将担任 SpaceX IPO 的牵头主承销商](https://longbridge.com/zh-CN/news/286973629.md) - [盘前趋势｜好事达保险（ALL）5/19 保险板块资金涌动，多头蓄力还能走多远？](https://longbridge.com/zh-CN/news/286963872.md)