Workflow
Minority equity investment
icon
搜索文档
Elevation Point Stakes $1.4B Breakaway Team From UBS
Yahoo Finance· 2025-09-22 10:00
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Elevation Point, a minority investor in independent and breakaway advisors launched last year by former Sanctuary Wealth CEO Jim Dickson, has taken a minority stake in Loxahatchee Capital, a Tequesta, Fla.-based multi-family office with $1.4 billion in assets. The seven-member team most recently operated as the 440 Group within UBS’s private wealth management division. The team is led by Andrew P ...