We have been made aware that there are external parties falsely claiming to carry out financial services on behalf of Goldman Sachs (including Goldman Sachs Asset Management International and Goldman Sachs International) in order to market fake investment products and to solicit monetary payments. These external parties may pose as Goldman Sachs through the use of fraudulent communications via email, instant messaging or phone, as well as through the use of fake brochures and other documents containing Goldman Sachs branding and logos.
The Financial Conduct Authority of UK has issued warnings about these fraudulent activities which can be found here and here.
It is important to know that any communication you receive from Goldman Sachs would only come from an @gs.com e-mail address and/or be found on the goldmansachs.com website. Further information regarding how you can protect yourself from fraudulent activity online and how you can contact us about this can be found on the Goldman Sachs Security page, available here.
In the Spotlight
In the Spotlight
In The Spotlight
Stay on top of the latest market insights, key investment themes, and developments in the global economy affecting your portfolio and investment practices.
Explore how we can help youTalk to Us
Pre-planning and structure are critical to the success of a client advisory board. The most successful boards begin with a formal approach and often ease into something more casual. It is important that the board’s work approach isn’t too casual at the onset; for fear that it could deteriorate into something no one takes seriously.
Our suggested approach: (1) Identify the board purpose, size and objectives. (2) Define the board structure and roles. (3) Determine board members. (4) Create a communication plan. (5) Build the meeting agenda.
Here are some best practices to consider when building a client advisory board.
|1. Solicit feedback, don’t push an agenda||2. Decide what you want the board to accomplish|
|3. Have written ground rules||4. Use a consistent or third-party facilitator
|5. Identify specific clients with the skills you need (that complement your own)||6. Expect to be challenged; be open to new ideas|
|7. Periodically change the makeup of the board|
Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.