The latest team to bust UBS’s June and challenge the retention project is led by Ronald Kikawa, a managing director who had been with UBS since 2007. Along with senior vice presidents Karen K.Y. Yasukawa, Gregg Matsuura, Wesley K. Yamamoto and six other teammates, the group generated more than $5 million in production on client assets “in excess of $3.5 billion,” according to Raymond James. More than half of those assets were held outside of UBS, said a person familiar with their business.

Source: June Busts UBS Wealth Balloon as Another Multi-Million-Dollar Team Jumps – AdvisorHub