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Bernstein

Bernstein are investors working side by side with clients to solve today’s wealth and investment strategy challenges. They are innovators, continuously pushing the boundaries of investing while minimizing costs and taxes. They are advisors, whose global reach and more than 50 years of service give us exceptional insights into the goals, questions, and aspirations of private clients.

 

Latest articles and intelligence from Bernstein

Shelly Meerovitch-Barak https://www.leaderslist.co.uk/lists/top-professionals/new-york-wealth-management-professionals

New York is home to the highest concentration of billionaires in the world with 94, according to analyst GlobalData WealthInsight, drawn by the city’s rich lifestyle offering for families. It goes without saying that it’s also home to some of the top wealth management and private client professionals. Recent trends mean that the need to know the right advisors both sides of the pond is ever more important. Significantly, the US is not participating in common reporting standards (CRS), a standard for the automatic exchange of financial account information developed by the OECD, as a result advisors in the US report a growing number of clients moving assets out of Europe into the USA.