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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Cresset

JPMorgan is stepping up its fight to hold onto private bankers with an unusual move — going after a firm an ex-employee founded

JPMorgan is stepping up its fight to hold onto private bankers with an unusual move — going after a firm an ex-employee founded

Louis Diamond Quoted – By Hayley Cuccinello, Business Insider – Big banks often sue former wealth advisors to stop them from soliciting clients. JPMorgan is upping the ante by taking an RIA to court over its hires. “Private bankers work with a very small number of ultrawealthy individuals, which is the exact type of business that every firm is looking for,” said the executive recruiter Louis Diamond, who has previously recruited for both JPMorgan and Cresset.

Disrupting the Landscape: How a $12B+ Multi-Family Office is Making Waves Amongst Advisors and Their Clients

Disrupting the Landscape: How a $12B+ Multi-Family Office is Making Waves Amongst Advisors and Their Clients

Avy Stein, Founder and Co-Chairman of Cresset, talks about how the firm fills a gap in the landscape for advisors who serve high net worth clients, how Cresset compares to firms like Rockefeller, what’s driving recent growth and much more.

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