Tag: #citi-pb

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• Prime Brokerage 2026 — Goldman·Morgan Stanley·JP Morgan·BofA·Citi·UBS·BNP·Deutsche·Nomura Deep Dive

  Prime brokerage (PB) is the operating backbone of the hedge fund industry. Cash and securities settlement, margin financing, securities lending, capital introduction, and risk management are bundled into a single operati

  2026-05-25 · 30 min read #prime-brokerage#goldman-sachs-pb#morgan-stanley-pb#jp-morgan-pb#bofa-pb

• Wealth Management & Private Banking 2026 — UBS, Morgan Stanley, JP Morgan PB, BofA Merrill, Citi PB, Pictet, Julius Baer, Shinhan PB, MUFJ PB Deep Dive

  Global wealth management in 2026 enters an era where a single firm runs $5T+ AUM after the UBS-Credit Suisse merger. Morgan Stanley Wealth Management has become the U.S. retail-meets-HNW standard at $5.5T+ after ETRADE a

  2026-05-25 · 38 min read #wealth-management#private-banking#ubs-wealth#morgan-stanley-wealth#jp-morgan-pb