Goldman Sachs
UBS Hires $7.5 Million Goldman Sachs Team in Philadelphia
Two advisors had been managing $1.7 billion in client assets, according to an announcement from UBS.
U.S. Equities ‘Toppy’ Short-term: Goldman, JP Morgan Analysts
U.S. equity positioning looks “extremely” stretched after the recent rally to an all-time high, which increases the risk of a modest pullback in the next month, according to Goldman Sachs Group Inc.
Goldman Plots Florida Base for Asset Management in a Blow to New York
Goldman Sachs Group Inc. is weighing plans for a new Florida hub to house one of its key divisions, in another potential blow to New York’s stature as the de facto home of the U.S. financial industry.
Goldman Names Mallory, Flynn to Run Private Wealth Management
Goldman Sachs Group Inc. named John Mallory and Meena Flynn as co-heads of global private wealth management, a business that’s key to the bank’s aim to diversify revenue streams beyond its core strengths of dealmaking and trading.
Goldman Adds a Wealth Boss, Shakes Up Divisions
Goldman Sachs Group Inc. shuffled its business lines and announced a raft of management changes, carving out new divisions aligned with a strategy pivot unveiled earlier this year.
Goldman Consumer Chief to Give Up Post in Leadership Change
The executive who helped guide Goldman Sachs Group Inc.’s embrace of Main Street is giving up his post in a management shuffle at the consumer unit.
Goldman Appoints Broker to Manage Seattle Office
Lifetime Goldman advisor in Dallas shifts to manage and expand the powerful investment bank’s wealth businesses in the Pacific Northwest.
UBS Snags $3 Billion-Asset Team in D.C. from Goldman
UBS turns the head of a Goldman veteran who said no to Morgan Stanley three years ago and of a Merrill Lynch up-and-comer in St. Louis.
Morgan Stanley Loses Two Multi-Million-Dollar Teams, Gains a Goldman Broker
Father-son team in New Jersey producing $3.5 million go RIA with Dynasty and Texas group with $1.75 million join Wells, but wirehouse lands $4 million Goldman broker in Philly
Morgan Stanley Wealth Revenue Jumps 6% Amid Pandemic
Morgan Stanley’s capital strength is attracting wealth management clients, and advisors, says CEO James Gorman.
Goldman Q2 Wealth Revenue Jumps from 2019, Falls from Q1
Market appreciation and assets from Goldman’s 2019 purchase of United Capital boosted wealth revenue from a year ago, but it was off 9% from first quarter on Covid effects.
