Goldman Sachs Private Wealth Management

Euromoney’s 2025 Private Banking Awards has named Goldman Sachs Private Wealth Management the World’s Best Private Bank, among 18 awards. We are honored to have been selected by a panel of judges from across the financial industry. These recognitions are a testament to our teams around the globe and their commitment to delivering excellent client service. Thank you to our clients for the continued trust and confidence you place in our firm. Learn more: http://ms.spr.ly/6047qWoM5 *Global investment advisory services are offered through various GS affiliates.

We recently hosted 116 clients and members of our broader network for our annual In the Lead event in London. Women from across industries shared insights and advice on leadership, entrepreneurship, philanthropy, legacy and more. • Dr Barbara Sturm , Founder of Dr. Barbara Sturm Molecular Cosmetics, shared her principles regarding starting a business: “You have to start with a really great idea, a really great product, or a really great thing you believe in… you have to have this 24/7 dedication of work ethic and have to really take the risk.” • Kristina Blahnik, Chief Executive Officer of Manolo Blahnik, shared her insights on developing legacy within a brand: “It’s not about constantly revolutionizing things or chasing the latest innovations, it’s about thoughtfully evolving your brand’s DNA and integrating new ideas in a way that enhances and strengthens its essence.” • Reema Juffali, Saudi Arabia’s first female professional racing driver, offered her thoughts on staying motivated to break boundaries: “Something that I found in my journey that really motivated me to keep going is sharing my stories, hearing from other people, and basically breaking the stereotype and making sure that another young girl can have many more possibilities than I did.” Thank you to those who attended! The participants herein may have relationships with the Firm, including Wealth Management.

Goldman Sachs Private Wealth Management (PWM) would like to congratulate Meena Lakdawala-Flynn, co-head of global PWM and co-head of One Goldman Sachs, Kristin Olson, global head of Alternatives for Wealth, and Nishi Somaiya, global head of Private Banking, Lending and Deposits, on being named to Barron’s 100 Most Influential Women in US Finance (published March 14, 2025). The list recognizes women who have achieved leadership positions in the world of finance and are helping to shape its future. Congratulations to these outstanding leaders in Wealth Management!

Goldman Sachs Private Wealth Management (PWM) is pleased to announce that Brittany Boals Moeller, region head for Southeast PWM, will relocate as the new region head for San Francisco PWM. Brittany will focus on driving strategic initiatives, deepening client relationships and helping teams grow their businesses throughout the San Francisco Bay Area, a critically important client market for PWM and our firm more broadly. She will also continue to lead PWM’s strategy focused on the next generation of founders and wealth inheritors. Brittany joined Goldman Sachs in 2007 as an analyst, and was named managing director in 2019 and partner in 2024. We are also pleased to announce that Hunter Pierson will become region head for Southeast PWM. In this role, Hunter will focus on driving growth and building continued relationships in the Southeast region. Hunter is currently a private wealth advisor in our Atlanta office, where he advises ultra-high net worth families, foundations and institutions. Hunter joined Goldman Sachs as an associate in 2008.

In celebration of International Women’s Day, we’re reflecting on the remarkable accomplishments of some of the women in our community, and sharing their perspectives and best advice on entrepreneurship, leadership, philanthropy, legacy and more. Read about these women and their stories here: http://ms.spr.ly/6048qygLs

Meena Lakdawala-Flynn, global co-head of Goldman Sachs Private Wealth Management and co-head of One Goldman Sachs, joined the inaugural Bloomberg Invest conference to discuss what’s top of mind for our clients, and how we are advising them amid market volatility and geopolitical risks. Watch the full interview here: http://ms.spr.ly/6040qHtPE

I recently sat down with Scott Wapner on CNBC’s “Closing Bell” to talk about equity market returns, recent uncertainty, the case for being overweight US equities and the benefit of taking advantage of market volatility to add exposure to portfolios on dislocations. Thank you to Scott and the Closing Bell team for having me! Watch our full conversation here: https://lnkd.in/eKg-zCBt

After a long run of US equity outperformance, our clients are asking a number of questions about the Wealth Management Investment Strategy Group’s (ISG) strategic and tactical asset allocation views. Learn more about these views in our new video series, including reasons why ISG’s investment themes of US Preeminence and Staying Invested remain intact, as well as key risks to the economic and financial market outlook: http://ms.spr.ly/6040UfqYI

We recently hosted the inaugural Goldman Sachs Private Bank Commercial Real Estate Symposium in New York City, gathering over 200 clients and members of our broader network to hear insights on the most recent trends in the commercial real estate industry. A few takeaways from the sessions included: • “What we’re now seeing is larger, institutional funds creating vehicles to invest in affordable housing, and those funds are growing rapidly,” said Margaret Anadu, senior partner at The Vistria Group. • “There's always chaos before clarity,” shared Scott Rechler, chairman and CEO of RXR Real Estate. "You just have to keep moving through that fog, not knowing exactly where that journey's going to take you, but ultimately keeping your eye on where you want to get to." • “In our business, sometimes you have to go ahead when the environment is very choppy,” said Francis Greenburger, chairman and CEO of Time Equities. “We look for disruptive markets and disruptive prices.” Thank you to those who attended!

Last week, we hosted our EMEA Alternative Investments Conference in London, bringing together over 300 clients and friends of the firm from 34 countries around the world. We discussed the latest trends across alternative asset classes, including private equity, private credit, secondaries, infrastructure, and growth equity. A poll of attendees at the conference showed that investors remain cautious about the macroeconomic environment and are increasingly likely to turn to the private markets for equity and credit to drive returns. Thank you to all who joined us.