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面向个人用户卖PE资产,华尔街“合纵连横”,开启新一轮财富争夺战
3 6 Ke· 2025-09-05 02:03
为了维持增长动力,华尔街已将目光投向散户投资者和高净值用户,视其为未来业务增长的核心引擎。 继先锋、资本和贝莱德之后,高盛也宣布入局个人财富市场,与美国资管公司普徕仕达成最高10亿美元 的战略投资协议,向散户和财富管理客户推广私人市场投资产品。 "凭借高盛在公开和私募市场数十年的领先创新经验,以及普徕仕在主动投资领域的专业知 识,客户可以满怀信心地投资于退休储蓄和财富创造的新机遇。" 普徕仕首席执行官Rob Sharps则认为,与高盛的合作将"建立在我们横跨公开和私募市场的广泛能力之 上,为客户提供释放私人资本潜力的能力"。 传统资管巨头与私募投资机构正在加速整合,争夺个人投资者这一新兴市场。 高盛周四宣布,已与美国资产管理公司普徕仕(T Rowe Price)达成最高10亿美元的战略投资协议,双 方将联手向散户和财富管理客户推广私人市场投资产品。 根据声明,高盛将在公开市场购买普徕仕的股票,预计持股比例最高可达3.5%,从而成为后者的最大 股东之一。两家机构计划向投资顾问提供目标日期基金和模型投资组合,这类产品将混合配置公开交易 的股票、债券以及非公开交易的私募市场资产。 消息公布后,市场反应积极。普徕仕股 ...
面向个人用户卖PE资产!华尔街“合纵连横”,开启新一轮财富争夺战
Hua Er Jie Jian Wen· 2025-09-05 01:34
Group 1 - The core viewpoint of the articles highlights the strategic partnership between Goldman Sachs and T Rowe Price, aiming to tap into the emerging market of individual investors by promoting private market investment products [2][3] - Goldman Sachs has announced a strategic investment agreement with T Rowe Price worth up to $1 billion, which will allow Goldman to become one of T Rowe's largest shareholders with a stake of up to 3.5% [2] - The collaboration aims to provide investment advisors with target date funds and model portfolios that combine publicly traded stocks, bonds, and private market assets, indicating a shift towards integrating alternative assets into mainstream investment offerings [2][3] Group 2 - The partnership represents a new growth avenue for Goldman Sachs' asset management division, as the firm seeks to leverage its experience in both public and private markets to offer new opportunities for retirement savings and wealth creation [3] - T Rowe Price, facing significant redemption pressures due to a shift from active management funds to lower-cost ETFs, views this collaboration as a critical growth opportunity [4] - The trend of integrating private market assets into retirement investment portfolios is supported by recent policy changes, including an executive order signed by former President Trump, which may facilitate the flow of trillions of dollars into private markets [4]