| Topic Name: |
UBS - Financial Advisor Opps. |
| Message Name: |
Goldman PWM |
| Date Posted: |
10/04/2003 |
| In Reply To: |
Thanks for your reply LongD.
I agree with you: Absolutely - UBS does not hold a candle to Goldman.
I was simply comparing them with respect to their target clientele. From what I understand, UBS doesn't deal with accounts that are not High Net Worth anymore, as SB, ML, and MS do. i.e. No retail / small investors.
If I were to join UBS and established a client base, would a place like Goldman or Berstein be willing to hire me on and transfer my book? I am somewhat familiar with the retail process of this on a small scale, but do firms like Goldman even consider doing this? I realize that yes, all PCS firms look to build AUM, but would it be a reasonable goal to attempt this process as a new advisor?
Again, thanks for the input. |
| Message: |
I worked for GS PWM. They would be willing to look at you if you had a good book. GS tends to focus on clients of 25 million or more. GS typically only has investment professionals that have graduate degress.
Does UBS focus on the FA's have at least an MBA? What is the pay like for the 2 years you get a salary? What are the account minimums?
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