Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

About this episode

David Bodamer interviews AllianceBernstein executives Onur Erzan and Noel Archard about the growth of their active ETF platform and investment trends.

In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group and Private Wealth, and Noel Archard, CFA, global head of ETFs and Portfolio Solutions. The duo shares insights on the growth of AllianceBernstein’s active ETF platform, the increasing integration of private markets into client portfolios and the expanding accessibility of SMAs for tax-efficient investing. Key Takeaways: How AllianceBernstein has ramped up to $9 billion in ETF assets in three years with 19 active funds The trend of advisors consolidating manager relationships Structural and cyclical investment trends shaping portfolios, from private credit to international equities The growing accessibility of SMAs and their role in optimizing after-tax returns The rise of defined outcome ETFs and how advisors can use them Connect With David Bodamer: david.bodamer@informa.com WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With AllianceBernstein: AllianceBernstein LinkedIn: AllianceBernstein Connect With Noel Archard: LinkedIn: Noel Archard Connect With Onur Erzan: LinkedIn: Onur Erzan Resources…

People in this episode

Host: David Bodamer

Guests: Onur Erzan, Noel Archard

Topics covered

• ETF growth
• active ETFs
• private markets
• SMAs
• tax-efficient investing
• defined outcome ETFs

Keywords

• AllianceBernstein
• investment trends
• portfolio solutions
• tax optimization

Mentioned in this episode

Products: active ETFs, SMAs, defined outcome ETFs

Books & works: the Wealth Management Invest Podcast, the Wealth Management Invest

Places: New York, NY

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