CGS International Securities Group’s Post

In a move indicative of where the market is going, UBS - whose flagship wealth management arm makes up more than half of its revenues - is creating a new division that integrates investment management, lending, family and institutional wealth management, and alternative investments, according to a report by Reuters. The report says the Swiss bank is also creating a dedicated alternative asset management unit, placing these products closer to its wealth arm. #alternatives #alts #wealthmanagement #privatemarkets https://lnkd.in/gPciq2vd

The wealth management landscape is undergoing a transformation reminiscent of the banking consolidation wave that reshaped American finance. This consolidation brought efficiency but also fundamentally altered how banks served their communities and clients. Today, private equity firms are orchestrating a similar transformation in the registered investment advisor (RIA) and wealth management sector. The parallels are striking, and the implications for owners of illiquid assets such as family businesses and collections are profound. https://lnkd.in/eaZgfi5h

🆕Goldman Sachs Creates Capital Solutions Group to Enhance Private Markets 👉🏼 https://lnkd.in/d9DXpWDA 🔄The Capital Solutions Group will combine and grow its comprehensive suite of financing, origination, structuring and risk management solution activities in Global Banking & Markets. 💬'One of the most important structural trends taking place in finance: the emergence and growth of private credit and other asset classes that can be privately deployed. ' David Solomon, Chairman & CEO at Goldman Sachs.

🔄Did you know that by 2028 there will be +28% more high net worth individuals worldwide than today? This is just one of the many changes that wealth management clients are experiencing. If you are interested in what other transformations are taking place in this field, and the market opportunities wealth industry players have to consolidate their brands, we invite you to read our most recent blog post. 👉Read the full article here: https://lnkd.in/e5npTYZw #wealthmanagement #embeddedfinance #fintech #wealth #customer

Due to a new program from Goldman Sachs, eligible clients of registered investment advisers will now be able to borrow against specific types of alternative investment positions in their portfolio. Goldman Sachs Adam Siegler Jeremy Eisenstein #GoldmanSachs #alternativeinvestments #lending #GoldmanSachsAdvisorSolutions #RIA #registeredinvestmentadviser #liquidity #GSAS

The investment banking market plays a pivotal role in the global financial ecosystem, facilitating mergers and acquisitions (M&A), underwriting new debt and equity, and offering advisory services to corporations, governments, and institutions. As economies rebound and digitalization accelerates, investment banking continues to thrive. IMIR Market Research Pvt. Ltd. 𝐆𝐞𝐭 𝐭𝐡𝐞 𝐬𝐚𝐦𝐩𝐥𝐞 𝐜𝐨𝐩𝐲 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐩𝐫𝐞𝐦𝐢𝐮𝐦 𝐫𝐞𝐩𝐨𝐫𝐭: https://lnkd.in/grmn5kN8 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤: 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐢𝐳𝐞: Valued at $141 billion in 2023, the investment banking market is projected to grow at a CAGR of 6.2%, reaching $215 billion by 2030. 𝐊𝐞𝐲 𝐓𝐫𝐞𝐧𝐝𝐬: 𝐒𝐮𝐫𝐠𝐞 𝐢𝐧 𝐌𝐞𝐫𝐠𝐞𝐫𝐬 & 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧𝐬: High M&A activity across sectors like technology, healthcare, and energy is a major revenue driver. 𝐑𝐢𝐬𝐞 𝐨𝐟 𝐈𝐏𝐎𝐬 & 𝐒𝐏𝐀𝐂𝐬: Growing interest in Initial Public Offerings (IPOs) and Special Purpose Acquisition Companies (SPACs) has bolstered equity underwriting services. 𝐃𝐢𝐠𝐢𝐭𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐁𝐚𝐧𝐤𝐢𝐧𝐠: Integration of AI and blockchain technologies is transforming deal execution, client advisory, and compliance processes. 𝐂𝐨𝐫𝐞 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: 𝐌𝐞𝐫𝐠𝐞𝐫𝐬 & 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧𝐬: Advisory for deal structuring, valuation, and post-merger integration. 𝐄𝐪𝐮𝐢𝐭𝐲 & 𝐃𝐞𝐛𝐭 𝐔𝐧𝐝𝐞𝐫𝐰𝐫𝐢𝐭𝐢𝐧𝐠: Facilitating capital raising for corporations and governments. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐚𝐤𝐢𝐧𝐠 & 𝐓𝐫𝐚𝐝𝐢𝐧𝐠: Enhancing liquidity and providing risk management solutions for clients. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐃𝐫𝐢𝐯𝐞𝐫𝐬: Increasing globalization of capital markets and cross-border transactions. Rising demand for advisory services in ESG investments and sustainable financing. Growth of emerging markets creating new opportunities for capital deployment. 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬: Regulatory scrutiny and compliance costs impacting operational efficiency. Volatility in global markets and geopolitical tensions affecting deal activity. Competition from fintech disruptors and boutique advisory firms. 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭: Goldman Sachs J.P. Morgan Morgan Stanley Bank of America Citi Barclays Credit Suisse Deutsche Bank Evercore Jefferies Group Inc Lazard Rothschild & Co. William Blair Moelis & Company Houlihan Lokey Stifel Financial Corp. Baird Cowen Inc. Raymond James Financial. Canaccord Genuity Group Inc. Natixis Investment Managers Macquarie Group KeyBanc Capital Markets Oppenheimer & Co. Inc. Wells Fargo RBC Capital Markets Mizuho Daiwa Securities Capital Markets Nomura Real Estate Holdings, Inc. Regions Financial Services BTIG CIBC World Markets Inc., Research Division Jefferies Financial Coaching #investmentbanking #investment #investing #investmentbanker #finance #investments #investmentproperty #invest #investmentstrategies #investmentproperties #investmentopportunity #wallstreet #forex #investmenttips

As an investor in BlackRock, Blackstone, Ares Management Corporation, and Oaktree Capital Management, L.P., I found this McKinsey & Company article quite compelling. The expanding footprint of private credit—and the associated migration of trillions of dollars of assets from Banks to the balance sheets of above mentioned companies —represents a significant opportunity for industry participants. While the writers of this article believe that private credit is here to stay, careful monitoring of short-term risks is still necessary, particularly in the event of an economic downturn in which a range of loans may become stressed or distressed. As the market for Private Credit grows, the regulatory paradigm in the industry will also evolve. The insights outlined in this article, along with the foundational tenets of credit investing, including clear investor communication, robust monitoring and workout capabilities, and underwriting discipline can help players succeed in this new private credit ecosystem. #privatecredit #finance

UBS & Sumitomo Mitsui Trust joint venture in Japan UBS SuMi Trust Wealth Management will be integrating Credit Suisse Securities Japan, with UBS Securities Japan owning 51% stake & Sumitomo Mitsui Trust with 49% stake in the joint venture UBS SuMi Trust Wealth Management in Japan.  After the integration, clients will require a minimum of $2 million. Read - https://lnkd.in/gkzjwvMd follow Caproasia | Driving the future of Asia UBS & Sumitomo Mitsui Trust joint venture in Japan UBS SuMi Trust Wealth Management will be integrating Credit Suisse Securities Japan, with UBS Securities Japan owning 51% stake & Sumitomo Mitsui Trust with 49% stake in the joint venture UBS SuMi Trust Wealth Management in Japan.  After the integration, clients will require a minimum of $2 million.  In March 2024, UBS has been reported to be planning to close Credit Suisse private bank accounts for clients with below $2 million AUM (Assets under Management) in APAC Wealth Management. UBS, Credit Suisse, Sumitomo Mitsui Trust Bank

UBS & Sumitomo Mitsui Trust joint venture in Japan UBS SuMi Trust Wealth Management will be integrating Credit Suisse Securities Japan, with UBS Securities Japan owning 51% stake & Sumitomo Mitsui Trust with 49% stake in the joint venture UBS SuMi Trust Wealth Management in Japan.  After the integration, clients will require a minimum of $2 million. Read - https://lnkd.in/gHkbsTR5 follow Caproasia | Driving the future of Asia UBS & Sumitomo Mitsui Trust joint venture in Japan UBS SuMi Trust Wealth Management will be integrating Credit Suisse Securities Japan, with UBS Securities Japan owning 51% stake & Sumitomo Mitsui Trust with 49% stake in the joint venture UBS SuMi Trust Wealth Management in Japan.  After the integration, clients will require a minimum of $2 million.  In March 2024, UBS has been reported to be planning to close Credit Suisse private bank accounts for clients with below $2 million AUM (Assets under Management) in APAC Wealth Management. UBS, Credit Suisse, Sumitomo Mitsui Trust Bank

Goldman Sachs is becoming a pioneer in allowing RIA clients to borrow against select alternative investments, providing liquidity. This step not only promises higher returns but also offers the flexibility to access funds when needed, marking a significant shift in the custodial business. With comments from: Jeremy Eisenstein, a managing director and co-head of custody sales at Goldman Sachs Advisory Solutions; Joel Bruckenstein, the president of Technology Tools for Today; Lowell Pratt, CFA, the president of Burney Company. #GoldmanSachs #alternativeinvestments #financialservices