This content is from: Corner Office Goldman Sachs Boasts Asset Management Growth at Investor Day The asset and wealth management division will be key to meeting the bank’s broader goals, chief executive David Solomon said. By Michael Thrasher February 28, 2023
This content is from: Corner Office Lazard Asset Management Acquires Yale Cub Casey Whalen’s Truvvo Partners Truvvo, a $3.8 billion firm focused on wealthy families, is combining with the private client group at Lazard to create Lazard Family Office Partners. By Michael Thrasher March 01, 2023
This content is from: Corner Office CFA Institute Makes ‘Biggest Single Package of Changes’ in Its History New level III pathways, including private wealth and private markets, and practical skills modules are just two examples of sweeping changes to the curriculum. By Alicia McElhaney March 17, 2023
This content is from: Corner Office At Goldman Sachs Asset Management, a Fixed-Income Shake-Up Was by Design Samuel Finkelstein is stepping down as global head and CIO of fixed income and liquidity solutions at GSAM. Two deputies will fill his shoes, the company said Tuesday. By Michael Thrasher February 14, 2023
This content is from: Corner Office EY’s Advice to Asset Managers Under ‘Acute Financial Pressure’ Everything should be on the table — but it always was, said Mike Lee, the global leader of wealth & asset management at EY. By Michael Thrasher February 02, 2023
This content is from: Corner Office What MetLife Investment Management Wants With a Small Alts Firm Managers can enter new markets faster and increase the odds of gaining new assets when they buy teams, rather than build. By Michael Thrasher February 07, 2023
