ThinkAdvisor – $900M Ex-UBS Group Moves to Dynasty

The New York-based team going independent includes four former-wirehouse advisors

Dynasty Financial Partners said Tuesday that a team of advisors previously working for UBS (UBS) is now using its wealth-management and IT platform, after recently setting up shop as Fusion Family Wealth, an independent investment advisory firm with offices in New York and Long Island, N.Y.

“Fusion Family Wealth offers its clients an innovative business model,” said Dynasty President & CEO Shirl Penney, in a statement. “Over the years, [its leader Jonathan ...

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New York-­‐Based $900 Million Wealth Management Team Launches Fusion Family Wealth as an Independent Investment Firm

NEW YORK, NY, November 12, 2013 – Dynasty Financial Partners today announced its partnership with Fusion Family Wealth LLC, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-­‐leading platform of integrated wealth management services and technology. With offices in both New York City and Long Island, NY, Fusion Family Wealth is an investment management firm founded by former UBS Senior Vice President Jonathan Blau. Joining Mr. Blau at Fusion Family Wealth are Managing Director Harvey Radler and ...

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ON THE MOVE – UBS adviser team leaves to form independent firm

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Nov 12 (Reuters) – A team of financial advisers from UBS AG has left to form an independent investment firm in partnership with Dynasty Financial Partners, Dynasty said on Tuesday.

Jonathan Blau, a former senior vice president at UBS, founded Fusion Family Wealth LLC with Harvey Radler, James Cloudman and advisers Jeffrey Blick and Joel Bodner, all formerly of UBS.

The team, which managed $900 million in client assets at UBS, founded the new firm on Nov. 8, Blau said ...

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Crain’s Investment News – $900 million UBS breakaway team forms new firm, joins Dynasty Jonathan Blau founds Fusion Family Wealth with four team members

Nov 12, 2013 @ 1:26 pm (Updated 2:08 pm) EST
 A team of five UBS AG advisers said Tuesday that they have left the wirehouse brokerage firm to form an independent investment advisory firm, Fusion Family Wealth, and have joined Dynasty Financial Partners’ platform of wealth management services and technology.
Led by firm founder Jonathan Blau, a former UBS senior vice president, Fusion’s team members started their new firm over the Veterans Day holiday after exiting UBS last week.
The $900 million ...
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