With offices in 21 cities across the US, supporting the communities where we live is part of what makes Bernstein Private Wealth Management a special place for both clients—and our talented teams. We work with a broad range of institutional investors, across institutional asset allocators, insurers, charities and non-profits, with a range of investment solutions to suit your needs. Designed to meet the evolving complexities of wealth and investment management. Our inaugural report examines how family offices are positioning themselves to seize opportunities and manage risk amidst an ever-changing backdrop.

Have one team make sure your savings, investments and assets all work together to achieve your goals. For this combined service, we recommend you have £500,000 of investable assets. That includes any pensions, investment accounts, cash, and investment properties. See how we are partnering with a leading wealth management firm to enhance portfolio customization with direct indexing. From indexes and risk analytics to sustainability and climate data to private market access and much more. Get the content you need to tell the right story to your clients with our higher-touch, personalized solutions, while also freeing time for client acquisition and retention.

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. Private wealth management refers to investment management and financial planning for individual investors, especially for high-net-worth and ultra-high-net-worth individuals. The private wealth sector has grown considerably as global wealth has increased and as individuals have taken on more of a responsibility for managing their own financial resources. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account.

Our world-class risk intelligence, combined with intuitive tools and automation, streamlines and eases the client onboarding process, helping to reduce the compliance burden and improve customer satisfaction. Access fund performance research, fund ratings, analytical tools and global commentary, helping you easily compare funds with Lipper. Drive sustainable investing and incorporate environmental, social and governance factors into your investment workflow with our ESG data. Wherever you are in your wealth journey, we offer international reach and deeply rooted local relationships at our locations across the world. Every business has a turning point – the pivotal moment that shapes its future.

Subscribe to Family Office Insights

We’ll keep you on track when circumstances change or markets are uncertain. We’ll help you get to grips with the UK’s intricate and ever-evolving tax system. Build and grow a plan that protects and adapts as your life changes (career moves, family needs, market shifts). Our clients can access our solutions via easy-to-use platforms or get content directly through their existing workflow via APIs. We have spent over 50 years delivering market-leading research, data and technology to power better investment decisions.

Sign up to receive the latest news and insights from our experts

Participation in Vanguard Brokerage’s Fully Paid Lending program requires eligibility, client-determined appropriateness, and enrollment. Participation involves certain risks and doesn’t guarantee that you’ll earn money. Vanguard Brokerage maintains an economic interest in Fully Paid Lending program loans and earns revenue in connection with such loans. For more information about Vanguard funds or Vanguard ETFs, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. Maybe it’s opening an ice cream shop, starting a dog rescue, or owning a second home with no neighbors for miles.

Ready to talk to a Merrill advisor? Let us connect you to one.

• And affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
• We are here to support you and your family by offering bespoke financial planning and investment advice based on your specific needs and attitude to risk.
• For more information on how LSEG uses your data, see our Privacy Statement.
• Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
• Participation involves certain risks and doesn’t guarantee that you’ll earn money.

Private i® gives investment teams the clear facts to evaluate and manage alternative investments and their liquidity with confidence. The platform unifies and enriches vast private asset datasets in one centralized place, efficiently delivering the information you need. Track adherence and drift across portfolios while enabling advisors to deliver what investors need through https://trustmediafeed.s3.eu-north-1.amazonaws.com/arbivex/arbivex.html rules-based rebalancing and optimization.

Redefining Portfolio Alignment for Wealth Managers

We have put together seven questions that you can ask a potential wealth advisor to make sure that they have the best interests of your family in mind, and are well-equipped to provide the services you require. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities (collectively, the “Deloitte organization”). DTTL (also referred to as “Deloitte Global”) and each of its member firms and related entities are legally separate and independent entities, which cannot obligate or bind each other in respect of third parties.