Who is Bernstein private wealth management?

Bernstein Private Wealth Management advises high net worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources personalized to clients’ values and needs. Beginning of dialog window.

Who is Bernstein Research?

The Private Client business leverages our parent company’s independent investment research division, Bernstein Institutional Research (“Bernstein Research”), for the benefit of our clients. Consistently ranked top in their field, Bernstein Research analysts have received multiple accolades including for highest quality investment research.

Who is AB & Bernstein?

For most private clients, AB provides the investment management services, while the firm’s broker-dealer subsidiary, Bernstein LLC, provides custody services and order execution for equities. Clients appoint AB and Bernstein to perform their respective services.