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Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Tuesday, September 1, 2026The Morning Brief →Sign in
asset manager

Bernstein

In PWD coverage since September 1, 2026 · 1 story
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Pasha Azad
Aug 31 · to UBS
Jeffrey Thompson
Aug 21 · to NewEdge Wealth
PWD coverage
Data

Eleven breakaways, 979 moves: custody is now the contract

The breakaway has become a rounding error; the month's deals show the talent war is being fought over custody networks and whole enterprises.
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