
BlackRock and GeoWealth Forge Strategic Partnership in U.S. Wealth Market
Key Highlights:
- BlackRock partners with GeoWealth to expand capabilities in the U.S. wealth market.
- Partnership includes custom models offering private markets, direct indexing, and fixed income SMAs.
- Initiative aims to meet client demand for diversified, personalized, and tax-efficient strategies.
- BlackRock’s custom models business has generated $31 billion in new assets over the past four years.
- GeoWealth’s platform includes over 700 models from more than 70 asset managers.
Source (Business Wire)
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