Why Goldman Sachs Advisors Choose UBS | Transition Toolkit

This toolkit was created to help Goldman Sachs advisors explore a move to UBS with confidence. Inside, you will find firsthand stories from former Goldman Sachs colleagues who have made the transition, insights into why top advisors are choosing UBS, and a direct way to connect for a one-on-one conversation when you're ready.

Listen

Hear directly from former Goldman Sachs advisors on the UBS Financial Advisor Recruiting Podcast. In these candid conversations, they share what drove their decision, how the transition unfolded, and what life looks like now at UBS.

Featured episode: Benjamin Flaim, UBS – Boston, MA

Benjamin shares how his team transitioned to UBS after a long tenure at Goldman Sachs. He explains why UBS’s exclusive focus on wealth management made it the right fit for his ultra high net worth clients—and why the firm’s long-term vision aligned with his.

He describes how the UBS platform offered his clients immediate value, including access to deep planning resources, specialized experts, and a broader network of support. Benjamin also highlights the confidence his clients felt in UBS’s stability and leadership during uncertain times.

Goldman Sachs

06 May 2024

Episode 9

Goldman Sachs recruit experience from advisor who joined UBS in Boston, Massachusetts. This interview covers why this advisor moved from Goldman Sachs to UBS, highlighting UBS's focus on wealth management and ultra-high-net-worth clients. He shares the benefits of UBS's resources and expert support and offers insights on the challenges and rewards of transitioning firms.

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Learn

Explore key insights in the 2024 edition of Why UBS: Goldman Sachs, a research-based report built from in-depth interviews with advisors who’ve already made the move. Inside, you’ll learn why they left, how the transition worked, and what changed for their business.

Advisors looked for more autonomy and a platform that prioritized wealth management—not investment banking.

UBS’s planning support, open product architecture, and cultural emphasis on partnership gave them more room to build lasting client relationships.

Advisors described UBS as a better fit for private client business—flexible, responsive, and deeply focused on wealth.

Download the Why UBS report.

Act

For many successful advisors considering a new firm, hearing from recent recruits is paramount. That’s why we give you opportunities to hear firsthand from new joiners—candidly.

Speak with a UBS Financial Advisor who recently joined from Goldman Sachs.

Have a personal, candid conversation with someone who:

Understands your current working environment
Can answer your questions
Can explicitly walk you through the opportunities at UBS

Fill out the form below to be connected with an Advisor Recruiting specialist on our team who will:

Spend some time understanding your needs
Set up a candid consultation with a recent joiner with a similar background and/or a field leader in your respective market

Schedule a call

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Legal Notice

UBS Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by UBS Financial Services Inc. (“UBS”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

We collect and process your Personal Data for the purpose of recruiting and application handling (the “Purpose”).

Provision of your Personal Data is voluntary; however, we may not be able to process your application if you decide not to provide it.

Your Personal Data may be shared with and processed by UBS Group companies, third parties or service providers globally to carry out the Purposes. If Data is transferred abroad, it may no longer be protected by your local laws and may fall under foreign regulations that allow the Data to be passed to relevant local authorities or other third parties.

We will retain your Personal Data for as long as necessary to fulfil the Purpose.

For more information about how UBS processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to our Privacy Notice here https://www.ubs.com/global/en/legal/general-disclosures/candidate-privacy-notice.html. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Personal Data as set out above.

If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

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The Ultimate Advisor Transition Toolkit

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UBS Financial Advisor Recruiting Experience Podcast

Episode 9

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