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The wirehouse is sending executives to Credit Suisse offices to deliver the firm's pitch, and will fly advisors out to its headquarters in St. Louis next week.
October 22 -
The German bank has faced questions and criticism in recent years about its internal controls.
October 20 -
CEO Tidjane Thiam said he plans to allocate more resources to wealth management and strengthen the bank's position in Asia, while scaling back the investment bank, mirroring an approach of UBS.
October 9 -
Credit Suisse's losses include a three-member team that generated $7.2 million in annual revenue, which joined UBS.
October 8 -
The firm's new hires come from J.P. Morgan.
September 15 -
The wirehouse's latest hires include two advisors who generated $5 million in annual revenue while at Citi Private Bank, a firm spokeswoman said.
September 1 -
Webster Private Bank hires regional executive to expand the private banking team in the Boston area.
June 9 -
The firm's recruiting win mirrors similar pickups of billion-dollar teams by rivals Merrill Lynch and Raymond James.
June 4 -
Rose Cohen will join Citi in August as managing director and ultrahigh-net-worth team lead in Washington, D.C.
May 28