UBS wealth manager Paul Tanner, who managed nearly, has quit the Swiss group with colleagues to set start his own boutique, which will manage fiancés mostly for entrepreneurs, Bloomberg has reported.
The new firm, Las Olas Capital Advisors, will be based in Fort Lauderdale, Florida.
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Tanner has established the new firm with assistance from TruClarity, a new company that helps brokers and investment advisers to set up their own firms.
Other UBS staff including Merissa Ann Davis, head of trading and administration, Samantha Sullivan, head of the portfolio analytics and research and Melissa Stephenson, who manages digital media and marketing will join Tanner at Las Olas.
Tanner, who joined UBS since 2008, previously worked at Lehman Brothers.
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