Home Private Wealth Goldman Sachs Sells Acquired $25 Billion HNW Wealth Business to $245 Billion...

Goldman Sachs Sells Acquired $25 Billion HNW Wealth Business to $245 Billion Independent Wealth Manager Creative Planning LLC Having acquired United Capital Financial Partners with 220 Advisors in 2019 for $750 Million, Goldman Sachs Manages $1 Trillion for UHNW Clients with at Least $60 Million Investible Assets

Sep 1, 2023

Goldman Sachs Office — Goldman Sachs, United States

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Goldman Sachs Sells Acquired $25 Billion HNW Wealth Business to $245 Billion Independent Wealth Manager Creative Planning LLC Having acquired United Capital Financial Partners with 220 Advisors in 2019 for $750 Million, Goldman Sachs Manages $1 Trillion for UHNW Clients with at Least $60 Million Investible Assets

1st September 2023 | Hong Kong

Goldman Sachs has announced to sell the 2019 acquired $25 billion HNW wealth business (high net worth) to $245 billion independent wealth manager Creative Planning LLC, having acquired the $25 billion United Capital Financial Partners with 220 advisors in 2019 for $750 million (4 years ago). Goldman Sachs manages around $1 trillion for UHNW clients (ultra high net worth), with at least $60 million in investible assets.

“ Goldman Sachs Sells Acquired $25 Billion HNW Wealth Business to $245 Billion Independent Wealth Manager Creative Planning LLC Having acquired United Capital Financial Partners with 220 Advisors in 2019 for $750 Million, Goldman Sachs Manages $1 Trillion for UHNW Clients with at Least $60 Million Investible Assets “

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