Goldman Sachs weighs sale for part of its wealth business catering to high net worth clients

France Nouvelles Nouvelles

Goldman Sachs weighs sale for part of its wealth business catering to high net worth clients
France Dernières Nouvelles,France Actualités
  • 📰 globeandmail
  • ⏱ Reading Time:
  • 66 sec. here
  • 3 min. at publisher
  • 📊 Quality Score:
  • News: 30%
  • Publisher: 92%

Goldman Sachs is evaluating alternatives for its registered investment adviser unit, called Personal Financial Management, which manages about $29-billion

is weighing the sale of a part of its wealth business catering to high net worth clients, it said on Monday, as it shifts its focus back to serving the ultra-rich.

The Wall Street bank is evaluating alternatives for its registered investment adviser unit, called Personal Financial Management , which manages about $29-billion, it said in a statement. Goldman bought the registered investment adviser, formerly known as United Capital Financial Partners, for $750-million in 2019 when it managed about $25-billion in funds. The purchase aimed to broaden Goldman’s client list beyond the ultra-rich, but the unit has remained a small part of the bank’s wealth business.The potential divestment comes after CEO David Solomon reorganized the firm into three units last year and scaled back ambitions for its loss-making consumer business.

The bank plans to grow its core wealth business serving ultra-high net worth clients, reiterating aspirations from its investor day in late February. Other core wealth businesses include workplace financial planning through Ayco, and Marcus savings, Goldman said. U.S. banks compete to serve ultra-wealthy clients by providing brokerage, mortgage and other services, as well as estate and tax planning. Those activities tend to generate more stable revenues than volatile Wall Street operations, such as investment banking and trading, which are strongly linked to economic activity.Checking box will enable automatic data updates.

Nous avons résumé cette actualité afin que vous puissiez la lire rapidement. Si l'actualité vous intéresse, vous pouvez lire le texte intégral ici. Lire la suite:

globeandmail /  🏆 5. in CA

France Dernières Nouvelles, France Actualités

Similar News:Vous pouvez également lire des articles d'actualité similaires à celui-ci que nous avons collectés auprès d'autres sources d'information.

Malaysia’s Anwar Weighs Suing Goldman Sachs Over 1MDB, CNBC ReportsMalaysia’s Anwar Weighs Suing Goldman Sachs Over 1MDB, CNBC ReportsPrime Minister Anwar Ibrahim said he may consider a lawsuit against Goldman Sachs Group Inc. over its role in the multi-billion dollar scandal involving 1Malaysia Development Bhd., according to an interview with CNBC.
Lire la suite »

Malaysia may sue Goldman Sachs over 1MDB scandalMalaysia may sue Goldman Sachs over 1MDB scandalKUALA LUMPUR (Reuters) - Malaysia may pursue lawsuits against Goldman Sachs over the U.S. investment bank's role in the multi-billion dollar corruption ...
Lire la suite »

Goldman Sachs weighs sale for part of its wealth businessGoldman Sachs weighs sale for part of its wealth businessBy Saeed Azhar NEW YORK (Reuters) - Goldman Sachs is weighing the sale of a part of its wealth business catering to high net worth clients, it said on ...
Lire la suite »

Goldman Cuts China Stock Targets on Renewed Property ConcernsGoldman Cuts China Stock Targets on Renewed Property ConcernsChinese stocks will settle in a lower trading range than previously expected until Beijing introduces more forceful policy responses to address the contagion risk from a property slump, according to Goldman Sachs Group Inc.
Lire la suite »

Morgan Stanley Sees Mood on US Stocks Souring, Goldman DisagreesMorgan Stanley Sees Mood on US Stocks Souring, Goldman DisagreesTwo of Wall Street’s top strategists are at odds about the outlook for US stocks following a three-week run of declines as debate rages over whether the economy can avoid a recession.
Lire la suite »

Fitness trackers can reveal intimate details about your personal lifeFitness trackers can reveal intimate details about your personal lifeThis data may be used by health insurance companies to decide how much your premiums cost
Lire la suite »



Render Time: 2025-03-04 16:21:23