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wealth business: Goldman Sachs strikes wealth advisory deal as it revamps strategy

Published: August 29, 2023

The Wall Street bank, which did not disclose the sale price, said the sale to Creative Planning LLC is expected to close in the fourth quarter and result in a gain.

Source: indiatimes.com

Related Topics:

David SolomonDaniel FannonMarc NachmannGoldman Sachs CoCreative PlanningGoldman SachsGotshal ManagesWall StreetUnited Capital Financial PartnersWealth ManagementWealth BusinessWealth Advisory DealCreative Planning Llc

Goldman Sachs to sell part of wealth business to focus on 'super-rich clients' as it revamps strategy

Published: August 29, 2023

Goldman Sachs to sell part of its wealth business to independent wealth manager Creative Planning as part of a strategy refresh to focus on targeting the super rich.

Source: livemint.com

Related Topics:

David SolomonMarc NachmannGoldman Sachs CoGoldman SachsCreative PlanningGotshal ManagesWall StreetUnited Capital Financial PartnersGoldman Sach Global HeadWealth ManagementWall Street BankCreative Planning LlcStrategic OverhaulStrategic RestructuringStrategic ShiftSuper Rich Clients