Investment Management

Private Wealth Management (PWM) secures, develops and manages relationships with high-net-worth individuals, their families, family offices and foundations.

Goldman Sachs Private Wealth Management helps clients by:

• Building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance
• Providing access to innovative investment ideas and opportunities
• Developing customized investment strategies
• Offering a full array of wealth management products and services, including private banking and trust company services

Private Wealth Products and Services

Trust Company The Goldman Sachs Trust Company, N.A. (“Trust Company”) is a national bank limited to fiduciary activities built to be the model for a truly modern, 21st century trust organization, providing sophisticated, high-touch trust and estate administration and related services to ultra high-net-worth clients across the US. An integrated part of Goldman, Sachs & Co.’s Private Wealth Management services, the Trust Company is a full-service corporate fiduciary and offers, either directly or through arrangements with affiliates and non-affiliates, a creative, innovative approach to delivering the full range of traditional trust and estate administration and related services.

Private Banking Goldman Sachs offers a full range of private banking services, enabling clients to consolidate the management of all their investment and banking assets and liabilities with one firm. Banking services are integrated into the firm’s existing investment offering, allowing a single set of services that simplify the management of a client’s wealth. Core offerings include deposit products, a suite of payment services and broad lending capabilities. The entire package is designed to give clients enhanced liquidity and flexibility.

Investment Strategy Group seeks investment opportunities across global markets and asset classes with a view to preserving and growing clients’ wealth. The group utilizes internal and external resources of Goldman Sachs and seeks to deliver objective, strategic and tactical investment advice. Responsibilities include helping clients determine their optimal strategic asset allocation, generating tactical investments ideas and identifying the best way to implement these views. Most important, the Investment Strategy Group aims to effectively communicate these views to Private Wealth Management professionals and their clients to support client relationships and new business development.

Special Investments Group is responsible for marketing Goldman Sachs’ alternative investments, which include direct and fund-of-fund vehicles offered through affiliates. These investments include private equity funds, hedge funds, real estate funds, exchange funds, mezzanine funds and opportunistic funds.

Markets Coverage Group is a full service coverage team that supports extremely wealthy and sophisticated individuals and institutions. The group offers clients coverage and execution in a variety of products and asset classes in markets around the world, with professionals in New York, London and Hong Kong.

Partners Coverage Group provides personal wealth management services that include diversification and asset allocation, portfolio construction and risk management analysis, as well as advice on private wealth management and/or investment management.

Family Investment Office provides a targeted and comprehensive approach to complex families and family office structures. A broad range of services provides a customized investment program for every family office arrangement.

Global Structured Products is a global product and market specialist team dedicated to providing advisory, structuring and execution service to the Private Wealth Management business. The team is responsible for developing, structuring and marketing cross-asset class derivatives to private wealth clients.

Fixed Income Sales Trading provides market coverage, investment ideas and trade execution in fixed income or currency-based products. Team members work with trading, economics and market strategy professionals to respond to our clients’ needs, analyze their fixed income portfolios, execute trades and educate individual clients and Private Wealth Advisors about fixed income products and opportunities.