Goldman Sachs has appointed Greg Wilson as head of retirement for asset and wealth management, moving from workplace financial planning business Goldman Sachs Ayco.
Wilson has been with the firm for almost thirty years, including 20 in asset management before his current role, and previously led the third party wealth platform solutions group, responsible for marketing the firm's sub-advisory, hedge fund of funds, insurance solutions and defined contribution investment-only products for the US and Canada.
In his new role he will set and drive strategy across retirement distribution, defined-contribution, and Goldman Sachs Ayco’s Workplace Advisory Solutions.
Meanwhile, Northern Trust Asset Management has hired a new co-head of its Wealth Client Group.
Suzanne Casey joins the $1 trillion AUM firm from Hilton Capital Management, having previously held leadership roles at Vanguard, J.P. Morgan Asset Management, Merrill Lynch, and Goldman Sachs, in a career spanning 30 years in the industry so far.
She will co-lead the Wealth Client Group with Sunitha C. Thomas, with both reporting to NTAM president Daniel Gamba.
“With Northern Trust’s deep expertise serving wealth management clients and Suzanne’s proven track record of sales excellence, I am confident we will meet and exceed the expectations and investment needs of our clients in the intermediary wealth management industry,” Gamba said. “Under the capable leadership of Suzanne and Sunitha, NTAM’s new Wealth Client Group is well positioned to further strengthen our relationships and drive continued growth within the wealth management, family offices and intermediary wealth markets.”
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
