Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
Rhea-AI Summary
Bernstein Private Wealth Management, a unit of AllianceBernstein (NYSE: AB), has won the Best Broker-Dealer Ultrahigh-Net-Worth Service award at the 2025 WealthManagement.com Industry Awards. The recognition comes after the firm enhanced its UHNW platform in January 2024 with a dedicated service team and specialized offerings.
The platform provides access to Bernstein Wealth Advisors and experts in family offices, global families, and wealth strategy, focusing on multigenerational planning. The firm, which manages $144 billion in assets as of June 30, 2025, was selected from over 1,200 entries submitted by more than 400 companies in the 11th annual "Wealthies" awards program.
Positive
- Assets under management of $144 billion demonstrates significant market presence
- Enhanced UHNW platform with dedicated service team shows strategic growth initiative
- Recognition in prestigious industry awards validates service quality
Negative
- None.
News Market Reaction – AB
In the Sep 19 session, AB gained 0.70%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices
"We are thrilled and honored to receive this prestigious award from WealthManagement.com," said Aaron Bates, Head of Ultrahigh-Net-Worth and Growth Strategies at Bernstein. "It was less than two years ago that we enhanced our UHNW platform with the new tools and services including stand up a dedicated UHNW service desk to meet the complex wealth planning needs of our ultra-wealthy families and global family office clients. Winning this award is a tremendous recognition for the hard work and dedication our team has put into enhancing our world-class UHNW platform."
Bernstein enhanced its UHNW platform in January 2024 with the addition of its ultrahigh-net-worth service team, providing a centralized and personalized approach to UHNW clients that is tailored to every aspect of their wealth journey. This platform offers access to Bernstein Wealth Advisors and a team of experts specializing in family offices, global families, and wealth strategy and stewardship, particularly around multigenerational planning that is supported by an exclusive ultrahigh-net-worth service team.
"A record-breaking number of nominations were submitted in 2025, with over 1,200 entries received from more than 400 companies," said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group – Informa Connect. "The Industry Awards program has significantly expanded in scope in the 11 years since it began, but the mission remains the same: To recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients."
Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
Bernstein has
A complete list of the 2025 Wealth Management Industry Awards winners and finalists can be found here.
About Bernstein Private Wealth Management
Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life's transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also set Bernstein apart. Headquartered in Nashville, TN Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and over
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals.
Media Contact:
Katrina Clay
katrina.Clay@bernstein.com
View original content:https://www.prnewswire.com/news-releases/bernstein-private-wealth-management-wins-best-broker-dealer-ultrahigh-net-worth-service-at-the-2025-wealthmanagementcom-industry-awards-302561035.html
SOURCE Bernstein Private Wealth Management