--- title: "富國銀行繼續其招聘行動，吸引了一支管理資產規模達 16 億美元的瑞銀團隊" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/285244268.md" description: "富國銀行招募了一支由 14 人組成的團隊，來自瑞銀，管理資產超過 16 億美元，這是其激進招聘策略的一部分。這一舉措緊隨其後的是最近從摩根士丹利收購的一支 19 人團隊。新團隊 AGT 私人財富集團位於德克薩斯州弗里斯科，包括六名財務顧問。與此同時，瑞銀正面臨顧問留任的挑戰，由於不受歡迎的薪酬變動，失去了大量顧問，儘管其美洲部門的利潤率略有上升" 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) --- # 富國銀行繼續其招聘行動，吸引了一支管理資產規模達 16 億美元的瑞銀團隊 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. ### 相關股票 - [WFC.US](https://longbridge.com/zh-HK/quote/WFC.US.md) - [MS.US](https://longbridge.com/zh-HK/quote/MS.US.md) - [MSLC.US](https://longbridge.com/zh-HK/quote/MSLC.US.md) - [XLF.US](https://longbridge.com/zh-HK/quote/XLF.US.md) - [BNKU.US](https://longbridge.com/zh-HK/quote/BNKU.US.md) - [UBS.US](https://longbridge.com/zh-HK/quote/UBS.US.md) - [ALL.US](https://longbridge.com/zh-HK/quote/ALL.US.md) - [AB.US](https://longbridge.com/zh-HK/quote/AB.US.md) - [WFC-D.US](https://longbridge.com/zh-HK/quote/WFC-D.US.md) - [WFC-L.US](https://longbridge.com/zh-HK/quote/WFC-L.US.md) - [WFC-Y.US](https://longbridge.com/zh-HK/quote/WFC-Y.US.md) - [WFC-C.US](https://longbridge.com/zh-HK/quote/WFC-C.US.md) - [WFC-Z.US](https://longbridge.com/zh-HK/quote/WFC-Z.US.md) - [WFC-A.US](https://longbridge.com/zh-HK/quote/WFC-A.US.md) - [MS-O.US](https://longbridge.com/zh-HK/quote/MS-O.US.md) - [MS-Q.US](https://longbridge.com/zh-HK/quote/MS-Q.US.md) - [MS-E.US](https://longbridge.com/zh-HK/quote/MS-E.US.md) - [MS-I.US](https://longbridge.com/zh-HK/quote/MS-I.US.md) - [MS-L.US](https://longbridge.com/zh-HK/quote/MS-L.US.md) - [MS-P.US](https://longbridge.com/zh-HK/quote/MS-P.US.md) - [MS-A.US](https://longbridge.com/zh-HK/quote/MS-A.US.md) - [MS-F.US](https://longbridge.com/zh-HK/quote/MS-F.US.md) - [MS-K.US](https://longbridge.com/zh-HK/quote/MS-K.US.md) - [ALL-B.US](https://longbridge.com/zh-HK/quote/ALL-B.US.md) - [ALL-H.US](https://longbridge.com/zh-HK/quote/ALL-H.US.md) - [ALL-I.US](https://longbridge.com/zh-HK/quote/ALL-I.US.md) - [ALL-J.US](https://longbridge.com/zh-HK/quote/ALL-J.US.md) ## 相關資訊與研究 - [摩根士丹利 (中國) 董事長張欣：在目前能源環境下 中國供應鏈韌性非常強大](https://longbridge.com/zh-HK/news/286849255.md) - [《擴大開放》中證監核准摩根士丹利投資管理企業合格境外投資者資格](https://longbridge.com/zh-HK/news/286705485.md) - [銀行業高管談論 AI 的口風已變 員工噩夢即將降臨？](https://longbridge.com/zh-HK/news/287055489.md) - [大摩上調今年標指目標至 8000 點](https://longbridge.com/zh-HK/news/286277289.md) - [瑞銀料美國消費放緩影響股市](https://longbridge.com/zh-HK/news/287076058.md)