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Bernstein Private Wealth Expands UHNW Platform
Editorial Staff
26 February 2024
Bernstein Private Wealth Management has expanded its ultra-high net worth platform and added team members as part of the build-out. “Clients today are increasingly looking for a unified wealth plan centered around legacy with the understanding that complexity is not always financial. That’s why our evolved UHNW platform offers a more holistic approach to not only manage wealth but the anxieties that come with that wealth.”
The platform serves more than 1,290 individuals and families with an average client tenure of 12 years and more than $37.9 billion in total assets.
Bernstein has appointed three senior executives: Amanda Bohr, director of strategic partnerships; Jeremy Lam, director of credit, and Emily Neubert, national director of UHNW services. Bohr has 13 years of cross-industry experience, including eight years of Bernstein tenure; Lam, who brings over 24 years of lending experience in the UHNW space, previously held senior credit positions at Morgan Stanley, First Republic, and JP Morgan. Neubert is an 11-year Bernstein veteran with 19 years of industry experience.
“We saw a need to consolidate our existing expertise in a center of excellence and more proactively get ahead of the complexities facing our wealthiest clients with a dedicated service team and additional resources personalized to this group,” Onur Erzan, head of the global client group and private wealth at AllianceBernstein, said.
The platform is led by Aaron Bates, a 25-year veteran of the firm.