Willliam Blair has opened an workplace in Dallas with the addition of a four-person staff from UBS Wealth Administration USA’s personal wealth enterprise, in accordance with an announcement on Tuesday.
Ryan Berube and Allen Abney, who led the Navigate Wealth Companions staff at UBS, registered with William Blair on October 20, federal information present. A Forbes rating this yr listed Navigate Wealth Companions with about $2.1 billion in consumer property. An individual near their former agency put the pair’s property nearer to $660 million.
William Blair’s announcement didn’t point out the staff’s property. A spokesperson didn’t return a request for remark.
The advisors moved to William Blair together with consumer associates Jeannette Maddox and Ben Meyer.
Berube and Abney joined UBS in December 2015 as Credit score Suisse shuttered its U.S. brokerage enterprise.
Berube had joined Credit score Suisse in 2008 after working at JPMorgan Chase and U.S. Belief. Abney joined Credit score Suisse in 2009 after a profession in politics.
Berube received an Olympic gold medal anchoring the U.S. males’s 4×200-meter freestyle relay on the 1996 Atlanta Video games. Abney served as a White Home spokesperson throughout the George W. Bush administration.
Berube mentioned in a press release that they had been drawn to William Blair’s “mixture of non-public accountability and firmwide sources.”
William Blair had $85.9 billion in property and 138 advisors on the finish of September. Based in 1935, the agency is owned by 233 worker fairness companions.
UBS had 5,644 advisors within the Americas on the finish of June, down from 5,773 a yr earlier, and nearly $1.24 trillion in fee-generating property, in accordance with its second-quarter report. After shedding advisors managing $28 billion in collective property via the primary half of 2026, UBS predicted attrition would sluggish within the second half of the yr.
The wirehouse’s Swiss guardian financial institution is predicted to report outcomes on Wednesday.