Robert W Baird: succeeding through caution

Dayna Kleinman, Robert W Baird

Robert W Baird started life in 1919 as a Wisconsin-based bank and it has grown from there. It set up its structured products distribution business in 2007, just before the crisis hit, but the bank’s commitment to more conservative retail offerings has helped it weather the fallout that followed the collapse of US banks Bear Stearns and Lehman Brothers in 2008. “Our conservative nature was our saving grace, as well as [offering] thorough education and making sure people understand that principal

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