What are the best Private Wealth Management firms? (Salary, benefits, prestige, culture, etc)
Interested in PWM and want to know which firms I should target for networking. Just looking to hear any thoughts on the top players in PWM.
Interested in PWM and want to know which firms I should target for networking. Just looking to hear any thoughts on the top players in PWM.
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PWM - Merrill Lynch, Morgan Stanley, UBS. we can argue all day about who's #1 (I think I'm at #1), but these are the 3 to focus on unless you're looking to recruit for an independent shop
Private Banking - JPMorgan, Goldman (called PWM but looks much more like a private bank), US Trust, Northern Trust, Bessemer Trust. other banks do this like CS and DB, but JP and GS are the best
read my 4 part series on PWM from a few years back, it's still relevant. and feel free to post more questions