Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
person● Verified · SEC records

Naureen Hassan

UBS · Reported Oct 14
In network coverage since September 26, 2026 · 6 stories
Career record
currentIADRIVEWEALTH, LLC
Network coverage
Practice management

Nevis raises $70M Series B with Schwab and EQT backing

Schwab Advisor Services head Jon Beatty says the investment and partnership expand the AI vendor's ecosystem; total funding reaches $110 million.
Features · Oct 14UBS loses 34 advisors in early October; two executives will join &Partners
Moves · Oct 3Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit
Recruiting & transitions · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
Recruiting & transitions · Sep 26UBS's digital hire is a book-transfer play
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.