Private Wealth Management
Private Wealth Management (PWM) secures, develops and manages relationships with high-net-worth individuals, their families, family offices and select foundations and endowments.
Private Wealth Advisors and Investment Professionals coordinate the resources of the division and the firm to:
Help clients develop wealth and investment management strategies to match their goals and risk tolerance levels
Identify investment opportunities to help clients reach their objectives
Leverage our robust execution capabilities and provide attentive client service
Introduce clients, where appropriate, to the broader network and resources of Goldman Sachs.
Private wealth teams leverage the solid expertise and experience of various groups within the division to serve clients:
Investment Strategy Group
PWM's Investment Strategy Group (ISG) is an independent team of global investment professionals that provides guidance on asset allocation and portfolio diversification. ISG's strategic asset allocation team takes a long-term view of the market to set portfolio strategy, while the tactical asset allocation team looks at near-term trends to take advantage of market opportunities.
Market Solutions Group
The Market Solutions Group develops and structures cross-asset class derivatives to private wealth clients, helping them take advantage of market opportunities and manage a broad spectrum of risks. By combining our understanding of a client’s objectives with strong derivatives expertise, the group provides industry-leading advice, solutions and liquidity. The Markets Coverage Group offers full client coverage and execution services, extending clients the ability to trade in multiple securities and asset classes around the world.
Alternative Capital Markets (ACM)
Alternative Capital Markets is responsible for sourcing, creating and marketing the Firm’s alternative investments, including, private equity funds, hedge funds, real estate funds, mezzanine funds, opportunistic funds, and private placements. The team interacts with the Firm’s largest institutional and private wealth clients to provide investment advice on the alternative portion of clients’ asset allocations, to raise capital for the Firm's alternative investment products and to update clients on industry trends and performance. In addition to working closely with the Firm’s clients, the team partners with all the alternative investment teams throughout the firm to identify and develop the best ideas of Goldman Sachs and provide clients access through attractive investment vehicles. Alternative investments generally have unique risk return characteristics with lower correlation to traditional asset classes.
Wealth Advisory Services
Our Wealth Advisory Services group helps to craft and implement holistic wealth management solutions to address client needs for income, estate planning, gift planning, generation-skipping tax planning and philanthropy.
Goldman Sachs Trust Company
The Goldman Sachs Trust Company helps meet the evolving and often complex needs of wealth management clients in the United States by offering personal trust and estate administration services. This dedicated team of fiduciary specialists offers customized services that integrate a broad spectrum of wealth advisory services and investment strategies.
GS Private Bank offers a range of services, allowing US clients to consolidate and simplify the management of their financial assets and liabilities. The Bank provides deposit products, cash management services, and a range of payment services. The Bank also offers tailored lending capabilities to enhance client liquidity and flexibility. To clients outside the US, other banking entities offer Swiss banking, lending and asset custody services, and overnight and fixed-term cash management services.