06/07/2019
If all that wasn't enough, only seven years have elapsed since the bank paid a groundbreaking $125 million to the advisors to acquire the RIA, Luminous Capital.
06/07/2019
Credit Suisse launched the first digital private banking solution in the region in 2015, and partnered with the fintech company Canopy in 2017 to make accessible to its clients an automated account aggregation platform and reporting solution.
06/07/2019
“That’s obviously not a lot for a major wirehouse firm,” Louis Diamond, a New York-based recruiter with Diamond Consultants said of the new-broker count. “It definitely fits with the narrative about selectively recruiting.”