The Moves Wire the industry’s tape for talent · updated continuously
Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.
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From the Moves Desk
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.
Cresset's Platform Pitch Pulls a $4B UBS Team
The 16-person group led by Michael Bober and Ed Ventrice gives Cresset its first Boca Raton office and deepens a South Florida push built on alternatives.
Prosperity imports a tax-firm president as the C-suite talent war moves to the platform
Three moves this week put tax, technology, and the bank balance sheet under single executives — the talent war has moved to the platform.
City National adds ten private bankers in California
The RBC subsidiary rebuilt its private bank from the top down; ten new California bankers are an early test of whether that sequence pays off.
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