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At NB Private Wealth, we pride ourselves on being a different kind of partner—to our clients and each other. Our collaborative spirit and team-centric approach to delivering a one-of-a-kind client experience allows us to attract and retain talent competitively.
Employee Retention Statistics
Years Average Industry Experience for Lead PMs
Annualized Retention Rate Senior Investment Professionals1
of Client Assets Managed by Lead PMs with 20+ Years of Industry Experience
1 Retention of MD and SVP level since becoming an independent company in 2009. Investment professionals referenced include portfolio managers, research analysts/associates, traders, product specialists and team-dedicated economists/strategists.
2 For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).
All information is as of September 30, 2022 unless otherwise indicated.
This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Neuberger Berman products and services may not be available in all jurisdictions or to all client types.
Firm data, including employee and assets under management figures, reflect collective data for the various affiliated investment advisers that are subsidiaries of Neuberger Berman Group LLC (the “firm”). Firm history and timelines include the history and business expansions of all firm subsidiaries, including predecessor entities and acquisition entities.
Neuberger Berman Investment Advisers LLC is a registered investment adviser. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.