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Wednesday, August 26, 2026The Morning Brief →Sign in
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Susie Cranston

In PWD coverage since August 21, 2026 · 5 stories
PWD coverage
Moves

Cresset pulls $4B UBS team into Boca Raton

The 16-person group, led by a pair of CPA veterans, lands with the business-owner relationships that feed Cresset's private-markets machine.
Moves · Aug 25Cresset's Platform Pitch Pulls a $4B UBS Team
move · Aug 25Cresset pulls $4B UBS team, resets breakaway floor
Moves · Aug 24U.S. Bank bets on credit to keep private banking teams
practice · Aug 21AI is the capacity answer to the advisor shortage
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