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Cresset

In PWD coverage since August 26, 2026 · 16+ stories

2Deals on our tracker

+1Talent net · 12 months1 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Aug 25 · team liftout

Aug 25 · advisor move

Aug 25 · advisor move

Arrivals

Aug 25 · from UBS Financial Services

Departures

None tracked.

Deal recordFull tracker →

Oct 4, 26Deal announcedNational Advisors Trust · $13 — coverage

Oct 4, 26Deal announcedNational Advisors Trust · $13 — coverage

PWD coverage

book

Cresset-NAT combination would create a $13.1 billion trust platform for advisors

Cresset would move its $5.4 billion trust division onto National Advisors Trust's national charter, which already serves more than 340 wealth firms.

Deals & PE · Oct 6Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform

M&A · Oct 5Cresset pursues National Advisors Trust deal to build a $13.1B trust platform

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

book · Sep 24The succession gap is a price nobody wrote down

move · Sep 23UBS freezes the grid and bets stability beats a check

The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.

Moves · Sep 18Cresset Bought a Business, Not a $4 Billion Book

move · Sep 16Merrill recruits again while Morgan Stanley makes a capacity pitch

M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book

The Close · Sep 8The ethical will is the advisor retention play

move · Sep 4Rockefeller's double raid puts a price on the cap table pitch

move · Sep 1Cresset's $4B UBS grab resets the RIA pitch

move · Sep 1Cetera's enterprise channel becomes the $1B exit

Moves · Aug 26Cresset's Boca Raton liftout is a CPA template with $4 billion attached

Features · Aug 26The first institutional redemption will test evergreen liquidity