UBS team managing $270 million joins Sanctuary

UBS team managing $270 million joins Sanctuary
The three-person team in Santa Barbara, California, is led by Antonia LaRocca and operates as Saige Private Wealth.
APR 20, 2022

Sanctuary Wealth, an Indianapolis-based wealth management firm with more than $20 billion in assets, said it has added a three-person team that was managing $270 million at UBS.

The team in Santa Barbara, California, operates as Saige Private Wealth.

Antonia LaRocca, the founder and managing partner at Saige, had been affiliated with UBS since 2014.

Sanctuary has partner firms in 23 states and said Saige Private Wealth will be its seventh team in California.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.