Onur Erzan: Taking the Reins at AllianceBernstein’s Wealth Unit

As he settles into his role as Bernstein’s Head of Private Wealth, what does Onur Erzan see as the keys to success? Maintaining client-centricity, staying close to clients, and delivering on our promises.

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Key Takeaways

We cannot change the direction of markets, but we aim to ensure our clients stay on track for their long-term financial goals—whether they are philanthropic goals, wealth transfer goals for the next generation, etc.

As the nature of advice continues to grow, clients with more complex needs seek input on aspects like family governance, wealth planning for multigenerational families, or tax planning for both US and global families.

Alternative investments have been part of our advice, and we have been allocating client assets to such strategies long before it became common practice. We foresee the continued expansion of this platform.

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Onur Erzan: Taking the Reins at AllianceBernstein’s Wealth Unit

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Onur Erzan: Taking the Reins at AllianceBernstein’s Wealth Unit

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