Layer3.news — Jonathan Modiano

UBS CLAIMS FORMER $1.1B TEAM BROKE CONTRACTS AFTER MOVING TO RBC

https://media.zenfs.com/en/wealth_management_474/c88a7953905366ba57190cf4991041c2

✍️ UBS is suing a $1.1 billion advisory team that left the wirehouse for RBC, claiming they're breaking non-solicitation vows.

👉 UBS is suing a $1.1 billion advisory team that left for RBC 👉 The firm claims the advisors broke non-solicitation vows 👉 The advisors allegedly planned their resignations to remove documents undetected 👉 UBS claims the advisors are soliciting clients to move their accounts to RBC

-- #JonathanModiano #AdamJones #MarkSteinberg #BloomfieldHills,Mich #Detroit #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq0sved8le40lmqa50uusjv9pkfqmuxst8q2n0rl76x0fgp4585jsqq4e5ps

Jonathan Modiano Adam Jones Mark Steinberg Bloomfield Hills, Mich Detroit business mainstream:perspective

10/14/2025

npub1vap2usg…grwc3n

IN DUAL DEALS, RBC RECRUITS UBS, JPMORGAN ALUMS MANAGING $2B

https://media.zenfs.com/en/wealth_management_474/8034831683bc4acc1cdf468733e865eb

✍️ A $1.1 billion Michigan-based team is joining RBC Wealth Management from UBS, while a $1 billion advisor is also leaving J.P. Morgan to join RBC.

👉 A $1.1 billion Michigan-based team is joining RBC Wealth Management from UBS. 👉 A $1 billion advisor is leaving J.P. Morgan to join RBC. 👉 The new team will focus on serving high-net-worth and ultra-high-net-worth clients. 👉 RBC is expanding its presence in the Detroit market.

-- #JonathanModiano #AdamJones #MarkSteinberg #TricaFitzsimons #KristenCharlton #DanielWelsh #JustinFerdula #KevinCarey #Michigan #BloomfieldHills #Chicago #Detroit #NewYorkCity #Westchester #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq0dt8ktw6mnnhlmw4u8lmsh28hly2as877zyzhvmwsaa2g5hu7qgqtw9pn4

Jonathan Modiano Adam Jones Mark Steinberg Trica Fitzsimons Kristen Charlton Daniel Welsh Justin Ferdula Kevin Carey

9/26/2025

npub1vap2usg…grwc3n

UBS CLAIMS FORMER $1.1B TEAM BROKE CONTRACTS AFTER MOVING TO RBC

https://media.zenfs.com/en/wealth_management_474/c88a7953905366ba57190cf4991041c2

✍️ UBS is suing a $1.1 billion advisory team that left the wirehouse for RBC, claiming they're breaking non-solicitation vows.

-- #JonathanModiano #AdamJones #MarkSteinberg #BloomfieldHills,Mich #Detroit #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq0sved8le40lmqa50uusjv9pkfqmuxst8q2n0rl76x0fgp4585jsqq4e5ps

Jonathan Modiano Adam Jones Mark Steinberg Bloomfield Hills, Mich Detroit business mainstream:perspective

10/14/2025

npub1vap2usg…grwc3n

IN DUAL DEALS, RBC RECRUITS UBS, JPMORGAN ALUMS MANAGING $2B

https://media.zenfs.com/en/wealth_management_474/8034831683bc4acc1cdf468733e865eb

✍️ A $1.1 billion Michigan-based team is joining RBC Wealth Management from UBS, while a $1 billion advisor is also leaving J.P. Morgan to join RBC.

-- #JonathanModiano #AdamJones #MarkSteinberg #TricaFitzsimons #KristenCharlton #DanielWelsh #JustinFerdula #KevinCarey #Michigan #BloomfieldHills #Chicago #Detroit #NewYorkCity #Westchester #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq0dt8ktw6mnnhlmw4u8lmsh28hly2as877zyzhvmwsaa2g5hu7qgqtw9pn4

Jonathan Modiano Adam Jones Mark Steinberg Trica Fitzsimons Kristen Charlton Daniel Welsh Justin Ferdula Kevin Carey

9/26/2025