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Saturday, October 3, 2026The Morning Brief →Sign in
asset manager

Bernstein Private Wealth Management

In PWD coverage since August 21, 2026 · 9 stories
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Lumina Wealth Partners
Aug 31 · to UBS
PWD coverage
Moves

AllianceBernstein hands its wealth builder the CEO job

A $169 billion private-wealth arm inside a $919 billion manager now supplies AB's next chief executive, as Broadridge hires the architect of J.P. Morgan's hybrid-advice model.
Moves · Sep 4NewEdge's $12 billion day resets the talent war
Moves · Sep 4NewEdge and LPL place bank-bred teams in new structures
RIA · Sep 2UBS imports RIA playbook in Southern California push
Moves · Sep 1UBS hires $1.4B Bernstein team, betting the client network travels
move · Sep 1Cetera's enterprise channel becomes the $1B exit
Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
Moves · Aug 24The custody layer gets its own talent war
Moves · Aug 21NewEdge lands $2.2B Bernstein team to lead Houston
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