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Private Wealth Daily
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Michael MacDonald

In network coverage since August 25, 2026 · 5 stories
Network coverage
Moves

Cresset Bought a Business, Not a $4 Billion Book

The BV Group's exit from UBS is the clearest test yet of whether a family-office platform, and not a recruiting check, is what pulls private-wealth teams loose.
Recruiting & transitions · Sep 1Cresset's $4B UBS grab resets the RIA pitch
Moves · Aug 26Cresset's Boca Raton liftout is a CPA template with $4 billion attached
Moves · Aug 25Cresset's Platform Pitch Pulls a $4B UBS Team
Recruiting & transitions · Aug 25Cresset pulls $4B UBS team, resets breakaway floor
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