Elevation Point Helps $1.3 Billion UBS Team Go Independent
UBSUBS(US:UBS) Barrons·2026-02-19 21:17

Core Viewpoint - An investment advisory team managing $1.3 billion at UBS has transitioned to an independent wealth management firm, Hampton Bluff Capital Partners, with support from Elevation Point [1]. Group 1: Company Developments - Hampton Bluff Capital Partners, based in Atlanta, has launched as a registered investment advisory firm this week [1]. - The team is led by industry veterans Krunch Kloberdanz and Justin Runager [1]. - This marks the third breakaway team to establish a registered investment advisory (RIA) on Elevation Point's platform this year [1].

Elevation Point Helps $1.3 Billion UBS Team Go Independent - Reportify