News, Comment & Analysis results for Cresset Capital Management

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
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
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

People Moves
June 8, 2026

Cresset Appoints Former JP Morgan Private Bank Figure As Denver Office MD

The newly appointed figure has worked at JP Morgan in offices across the US, and her move follows a

People Moves
June 2, 2026

Cresset Names New Managing Director, Wealth Advisor

The new appointee will help to build out Cresset’s presence in the New York region, focusing on

M and A
August 20, 2025

The Hot Trends Behind Cresset’s Big OCIO Deal

Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka

People Moves
July 1, 2025

Summary Of North American Moves In Wealth Management – May 2025

In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,

People Moves
May 15, 2025

Emigrant Bank Names Family Offices Services Head

The senior wealth industry figure is taking up the new role of head of family office services at

Comment & Analysis results for Cresset Capital Management