Why Morgan Stanley Advisors Choose UBS | Transition Toolkit

This toolkit was created to help Morgan Stanley advisors explore a move to UBS with confidence. Inside, you will find firsthand stories from former Morgan Stanley 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 Morgan Stanley 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: Nathan Hickney, UBS – Providence, RI

Nathan describes how his move to UBS marked a pivotal evolution in his team’s business, rebranding their identity and stepping into the Private Wealth division to better serve ultra-high net worth clients.

He shares how UBS’s alternatives platform, investment management tools, and tax-aware transition programs allowed his team to overhaul their entire approach to client service, freeing up time and delivering greater value across the board.

Morgan Stanley

21 May 2025

Episode 3

Morgan Stanley recruit experience from advisor who joined UBS in Providence, Rhode Island. This interview covers how rebranding influences a team and its clients in the process of transitioning, what are the significant challenges and opportunities encountered when adapting to the environment at UBS, ways the team’s practice changed and evolved after transitioning to UBS, and primary considerations when deciding to move to UBS.

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29:15

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01 Jul 2024

Episode 4

Morgan Stanley team experience from advisors who joined UBS in Palo Alto, California. This interview covers the strong support and family-oriented atmosphere the team found at UBS, their highly successful transition, despite market challenges, and the importance of taking risks and embracing change for career growth.

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Learn

Explore key insights in the 2024 edition of Why UBS: Morgan Stanley, 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 left Morgan Stanley seeking greater freedom in how they serve clients and run their practice, citing UBS’s boutique feel, faster decision-making, and more transparent support.

UBS’s open architecture platform, lending capabilities, and alternative investment access helped them deliver more to high- and ultra-high-net-worth clients from day one.

Advisors also emphasized the difference in culture, describing UBS as collaborative, responsive, and built for long-term partnership.

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 Morgan Stanley.

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 3

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