News, Comment & Analysis results for Cresset

People Moves
October 9, 2026

Cresset Hires Former Blackstone Senior Figure As Chief Market Strategist

The appointee will shape the multi-family office's macro and asset allocation views and advise its

M and A
October 6, 2026

Cresset Close To National Advisors Trust Deal

The Cresset trust and services division will be moved onto the NAT platform.

People Moves
September 21, 2026

Summary Of Senior Moves In North American Wealth Management – July 2026

The latest monthly collection of moves in North America's wealth management sector.

People Moves
August 25, 2026

Summary Of Senior North American Executive Moves – June 2026

A roundup of moves, appointments and personnel shifts in the North American market.

People Moves
July 30, 2026

Who’s Moving Where In Wealth Management? – Cresset

The latest moves, appointments and personnel changes in wealth management in North America.

Financial Results
July 22, 2026

Cresset Adds Two Wealth Advisors From Lazard Wealth

The duo, who join the multi-family office as managing directors in Los Angeles and New York

People Moves
July 16, 2026

Who’s Moving Where In Wealth Management? – Cresset, LPL, UBS, Others

The latest senior moves, appointments and personnel changes in North American wealth management. 

People Moves
June 17, 2026

Who's Moving Where In Wealth Management? – Cresset, Raymond James

The latest senior moves, appointments and personnel changes in North American wealth management.

People Moves
June 9, 2026

Cresset Names Head Of Family Office Services

The US wealth management firm made another senior hire this week - this time for its family office

New Products
June 8, 2026

New RIA For Wealth Creators Is Launched

The new RIA, based in Southern California, concentrates on clients whose financial lives cover

Comment & Analysis results for Cresset