Merrill Personal Wealth Management

Client And Wealth Management Businesses

First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. ®Registered trademark of The Bank of Nova Scotia, used under licence. Private banking companies are supplied by The Bank of Nova Scotia. Estate and trust providers are offered by The Bank of Nova Scotia Trust Company. Portfolio management is supplied by 1832 Asset Management L.P.

Goldman Sachs Personal Financial Management Group includes Ayco and Personal Financial Management . Ayco believes companies best serve their stakeholders and the greater economy when their employees’ monetary lives are clear, understood and in their management. Personal Financial Management provides planning-led options catering to high web price purchasers. Our advisors supply an investment platform inclusive of services and products supplied by Goldman Sachs and different third events, together with non-public banking and lending offerings. We consider the relationships with our shoppers a lifelong partnership backed by over one hundred fifty years of Goldman Sachs providing consistency, perspective and entry as our clients’ wants evolve. Across Consumer and Wealth Management , Goldman Sachs helps empower clients and clients around the globe to achieve their monetary targets.

Perspectives From Our Industry Leaders

The firm’s Consumer enterprise, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a startup with greater than one hundred fifty years of experience. Today, we serve customers throughout multiple products including lending, savings, investment, financial insights merchandise and our bank card partnership with Apple. We use progressive design, data, engineering and different core capabilities to offer customers with powerful instruments and products. We are backed by our world-class team, comprised of individuals from leading agile know-how firms, fintechs and shopper financial services corporations, permitting us to be uniquely positioned to disrupt the business as we develop the agency’s Consumer business. Founded in 1985, First Republic and its subsidiaries provide personal banking, non-public business banking and private wealth management.

wealth management

For Advisors,

Our shopper business offers digital solutions for patrons to higher spend, borrow, invest, and save. Across CWM, our development is driven by a relentless concentrate on our people, our purchasers and clients, and leading-edge technology, data and design. Goldman Sachs Private Wealth Management makes a speciality of creating comprehensive wealth management plans for ultra-excessive net value individuals and households, as well as select establishments, together with foundations and endowments. PWM groups work one-on-one with purchasers to advise and deliver custom-made methods drawn from our deep investment experience, various wealth administration capabilities and world attain. Our Private Wealth Advisors ship an unparalleled investment platform inclusive of the total product and service offerings of Goldman Sachs and past, which can include tax and property planning, philanthropic planning and private banking and lending companies. As client wants evolve, this close relationship allows the group to offer complementary providers and new alternatives by leveraging the resources of Goldman Sachs and beyond. Forbes/SHOOK Top Women Wealth Advisors (4/21/20).

Insurance services are provided by Scotia Wealth Insurance Services Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. International funding advisory providers are offered by Scotia Capital Inc. Financial planning providers are provided by The Bank of Nova Scotia and ScotiaMcLeod, a division of Scotia Capital Inc. When discussing life insurance products, ScotiaMcLeod advisors are performing as Life Insurance Agents representing Scotia Wealth Insurance Services Inc.