wealth team
The Bober team
In PWD coverage since September 18, 2026 · 1 story
$4BBook of businessas reported in coverage
16Advisors
Boca Raton, FLMarket
2Moves on our record
The lineage
until Aug 24, 2026PRIORUBS Financial Services
Aug 24, 2026PRIORCresset
Aug 25, 2026CURRENTCresset Capital Management
Aug 25, 2026team liftoutUBS → Cresset Capital Management
Aug 24, 2026team liftoutUBS Financial Services → Cresset
PWD coverage
Moves
Cresset Bought a Business, Not a $4 Billion Book
The BV Group's exit from UBS is the clearest test yet of whether a family-office platform, and not a recruiting check, is what pulls private-wealth teams loose.