Credit Suisse punts its private banking business to Wells Fargo
The take-my-brokers-please deal has skeptics but shows forethought, too
Author Brooke Southall October 21, 2015 at 12:06 AM
Elmer Rich III
October 22, 2015 — 5:21 PM
“Smart money leaves first.”
Related Moves
Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering
The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.
September 21, 2023 at 1:53 AM
Mentioned in this article:
Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey
