Digital Ascension Group Expands C-Suite with Goldman Sachs Execs

📈𝗚𝗹𝗼𝗯𝗮𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗿𝘂𝘀𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 (𝟮𝟬𝟮𝟲–𝟮𝟬𝟯𝟯) 💼🌍 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗶𝘇𝗲 (𝟮𝟬𝟮𝟲–𝟮𝟬𝟯𝟯): The global Investment Trust Market is projected to reach approximately USD 6.8 trillion by 2033, growing at a CAGR of 6.4% during the forecast period. Rising investor interest in diversified portfolio management, long-term capital appreciation, and professionally managed funds is significantly driving market expansion worldwide. The evolving global economic landscape, including fluctuating interest rates, geopolitical tensions, inflationary pressures, and regulatory reforms, is reshaping investment strategies across the investment trust industry. Increasing market volatility has accelerated demand for resilient income-generating assets, alternative investment vehicles, and globally diversified trust portfolios. Additionally, digital wealth management platforms and AI-driven portfolio analytics are transforming operational efficiency and investor engagement across the sector. 𝗔𝗰𝗰𝗲𝘀𝘀 𝗙𝗿𝗲𝗲 𝗦𝗮𝗺𝗽𝗹𝗲 𝗖𝗼𝗽𝘆 𝗼𝗳 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗿𝘂𝘀𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗽𝗼𝗿𝘁 @ https://lnkd.in/danddkYm Market Research & News From a market dynamics perspective, the industry is witnessing strong growth due to increasing participation from retail and institutional investors, growing retirement planning awareness, and rising demand for passive and actively managed investment solutions. Sustainable investing, ESG-focused trusts, and infrastructure investment trusts are also gaining substantial traction among global investors. Moreover, advancements in fintech platforms, robo-advisory services, and real-time market intelligence tools are improving investment accessibility and portfolio transparency. 𝗧𝗼𝗽 𝗞𝗲𝘆 𝗣𝗹𝗮𝘆𝗲𝗿𝘀 BlackRock Vanguard Fidelity Investments JPMORGAN ASSET MANAGEMENT MARKETING LIMITED Goldman Sachs Asset Management Morgan Stanley Investment Management State Street Global Advisors-LA Invesco Franklin Templeton Schroders Aberdeen Property Investments Baillie Gifford AllianceBernstein T. Rowe Price Northern Trust Nuveen, a TIAA company MFS Investment Management Capital Group PIMCO Brookfield Asset Management - Asia Pacific Manulife | CQS Investment Management Principal Financial Group Janus Henderson Investors Columbia Threadneedle Investments NH-Amundi Asset Management Legal & General Investment Management BNY Investments M&G Investments Ares Management Apollo Global Management, Inc. KKR The Carlyle Group EQT Group Partners Group ZonesCorp Infrastructure Fund - ADCB Macquarie Asset Management DWS Group Natixis Investment Managers Aviva Investors Liontrust Asset Management PLC WisdomTree #InvestmentTrustMarket #AssetManagement #WealthManagement #InvestmentFunds #FinancialServices #CapitalMarkets #PortfolioManagement #ESGInvesting #FintechInnovation #GlobalMarketInsights

We continue to refine investment strategy. Asset allocation. Macro views. Manager selection. But almost never ask a simpler question: Is the decision-maker client actually CAPABLE of EXECUTING on it? Because under pressure—volatility, drawdowns, personal stress—the state of the human shifts. ⚠️ Emotional regulation declines. ⚠️ Time horizons collapse. ⚠️ Discipline erodes. And suddenly, a well-constructed strategy becomes irrelevant. This is BEHAVIORAL RISK— the gap between what should be done and what actually gets done. It’s rarely measured. Almost never managed. Yet it’s often the single biggest driver of outcomes. In an increasingly complex market, the edge isn’t just better strategy. It’s a more stable decision-maker. #decisionmaking #emotionalstability #humanedge #behavioralrisk #riskmitigation #protectingthedownside #AUM #wealthmanagementrisk #execution #investmentstrategy #clientsneeds #riskmeasurement #AI #dataoverload #strategy #moneymanagement #privateequity #investmentadvice #wealth #moneymanagement #emotionaldiscipline #emotionalregulation #highstakesdecisions #marketvolatility #uncertainty #globalwealth #macrowinds #economicfluctuations

Alternative investments are no longer niche. They’re becoming a meaningful part of how portfolios are built. As demand for private markets continues to grow, Summit Wealth Group has partnered with CAIS to expand access while building the infrastructure needed to support it. This partnership allows our advisors to: • Access institutional-quality private market opportunities • Streamline due diligence, reporting, and execution • Spend less time navigating complexity and more time serving clients As our Chief Investment Officer, Chelsea Ganey, CFA®, shared: "Alternative investments are no longer niche, they're a meaningful part of how we construct portfolios for clients. When evaluating platforms to power Summit's private market and structured note capabilities, CAIS stood out because they share our firm’s commitment to rigorous manager due diligence, thoughtful education, and creating an experience that actually works for advisors in practice." This is another step in building a platform designed to scale thoughtfully and serve clients well. Learn more: https://lnkd.in/gjhv7rc3

One size does not fit all - and it shouldn't! Especially for family offices... "Wealth management and private banking are at a true crossroads of trying to understand where technology should leave off and humans should begin,” says April Rudin, founder of the Rudin Group strategic consultancy in New York. “The answer is not fixed,” she stresses. “Each client should have a customised entry point. This means there should be no shame in flexibility and offering DIY menus, as each client family, and indeed each family member, will have quite different investment and wealth planning needs." Sharmil Patwa Phil Watson Dr. Sandra Daub Yuri Bender Elisa Battaglia Trovato

𝐒𝐮𝐦𝐦𝐢𝐭 𝐥𝐨𝐨𝐤𝐬 𝐛𝐚𝐜𝐤 𝐨𝐧 𝐚 𝐝𝐞𝐜𝐚𝐝𝐞 𝐭𝐡𝐚𝐭 𝐫𝐞𝐬𝐡𝐚𝐩𝐞𝐝 𝐰𝐞𝐚𝐥𝐭𝐡 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭…   Over the last ten years the industry has been remade by technology, new business models, an aging advisor workforce, and the unfolding Great Wealth Transfer. In AdvisorHub’s “A Decade of Change,” Summit CEO Stan Gregor reflects on that transformation and what it means for clients and advisors.   - 𝐒𝐡𝐢𝐟𝐭: Looking at the move from a transaction‑driven model to a fiduciary, advice‑first approach focused on long‑term client outcomes. - 𝐆𝐫𝐨𝐰𝐭𝐡: Tracing Summit’s remarkable growth over the past decade and the key transformation that reshaped the firm. - 𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐚𝐡𝐞𝐚𝐝: Exploring Stan’s view on the biggest forces likely to change wealth management in the next ten years.   Read Stan’s full reflections on the past decade and his view of the next one: https://lnkd.in/eKPsBDNr Learn more about Summit Financial at summitfinancial.com.   #WealthManagement #SummitFinancial #FiduciaryDuty #GreatWealthTransfer #AdvisorLeadership #FinancialPlanning

"📊 𝐀𝐬𝐬𝐞𝐭𝐬 𝐔𝐧𝐝𝐞𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐢𝐳𝐞 𝐀𝐧𝐝 𝐆𝐫𝐨𝐰𝐭𝐡 ➤ 2026: USD 128.4 Billion ➤ 2033: USD 212.7 Billion ➤ CAGR : 7.5% 🌍 𝐅𝐮𝐭𝐮𝐫𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤: 𝐀𝐬𝐬𝐞𝐭𝐬 𝐔𝐧𝐝𝐞𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 (2026–2033) The Assets Under Management Market is expected to witness strong expansion driven by rising global investments, digital wealth platforms, AI-enabled portfolio management, and growing demand for sustainable investment solutions. Increasing participation from retail investors, institutional asset diversification, and fintech innovation will continue transforming the investment management ecosystem globally. ➢ 📥 𝘿𝙤𝙬𝙣𝙡𝙤𝙖𝙙 𝙩𝙝𝙚 𝙎𝙖𝙢𝙥𝙡𝙚 𝙋𝘿𝙁 𝙍𝙚𝙥𝙤𝙧𝙩 𝙉𝙤𝙬 📊: https://lnkd.in/gGmnrX-f 𝐀𝐬𝐬𝐞𝐭𝐬 𝐔𝐧𝐝𝐞𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐊𝐞𝐲 𝐆𝐫𝐨𝐰𝐭𝐡 𝐃𝐫𝐢𝐯𝐞𝐫𝐬 🚀 * Rising adoption of AI-driven investment platforms * Growing demand for retirement and wealth planning services * Expansion of ESG and sustainable investment portfolios * Regulatory reforms improving transparency and compliance * Increasing institutional and retail investor participation 𝐀𝐬𝐬𝐞𝐭𝐬 𝐔𝐧𝐝𝐞𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧📦 𝐁𝐲 𝐓𝐲𝐩𝐞: * Equity Funds * Fixed Income Funds * Alternative Investments * Mutual Funds 𝐁𝐲 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧: * Wealth Management * Pension Funds * Insurance Investments * Institutional Asset Management 𝐌𝐚𝐣𝐨𝐫 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐒𝐡𝐚𝐩𝐢𝐧𝐠 𝐭𝐡𝐞 𝐌𝐚𝐫𝐤𝐞𝐭 🏢 BlackRock Vanguard Fidelity Investments State Street Global Advisors-LA JPMORGAN ASSET MANAGEMENT MARKETING LIMITED Goldman Sachs Asset Management Morgan Stanley Investment Management UBS BNY Investments Amundi PIMCO Invesco Franklin Templeton Schroders Northern Trust Asset Management AllianceBernstein T. Rowe Price Capital Group Legal & General Investment Management Wellington Management Principal Asset Management Nuveen, a TIAA company Aegon Asset Management MFS Investment Management DWS Group Natixis Investment Managers Manulife | CQS Investment Management Aberdeen Property Investments Columbia Threadneedle Investments Aviva Investors Eaton Vance Neuberger Janus Henderson Investors Brookfield AXA Investment Managers HSBC Asset Management Allianz Global Investors Mirae Asset Global Investments Macquarie Asset Management BMO Global Asset Management 💬 How do you see AI, ESG investing, and digital wealth platforms reshaping the future of the global asset management industry? 👉 𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐝𝐞𝐭𝐚𝐢𝐥𝐞𝐝 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 & 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭 𝐡𝐞𝐫𝐞: https://lnkd.in/gGmnrX-f #AssetsUnderManagement #AssetManagement #WealthManagement #InvestmentManagement #Fintech #ESGInvesting #FinancialServices #DigitalTransformation #CapitalMarkets #InstitutionalInvesting "

“If you had asked me that 18 months ago, I would have said asset managers will either need to be big and win at scale or small and do what they do really well,” says Fergus McCarthy – the subject of our latest ‘The Wealth Connection’ interview. The question put to him is on the sort of businesses he sees emerging as the winners and losers of asset management over the next 10 years – and Aberdeen Investments’ recently promoted head of UK client group has evolved his answer. You can find that and a good deal more from a wide-ranging conversation with Wealthwise editorial director Julian Marr – including Fergus’s thoughts on building an investment culture in the UK, the societal impact of real assets and the key to good client communications – here 👉 https://lnkd.in/ga6NCUYp #AssetManagement #Investment

Wealth management is opening the alternatives market to a broader set of investors. But as Datos Insights highlights, the infrastructure supporting that expansion hasn’t kept pace. While distribution accelerates, the underlying operating model remains defined by manual workflows, fragmented data and systems not built to scale. The result is a growing mismatch between access and delivery — where operational complexity compounds as firms expand. Addressing this requires more than incremental fixes. It calls for infrastructure that standardizes connectivity, streamlines workflows and enables data to move seamlessly across the ecosystem. At Corastone, this is exactly where we are focused — providing a single integration that connects GPs, fund administrators and wealth platforms, reducing complexity and enabling scalable growth. Read the full piece below.

The trend has't changed: trillions of retail capital is coming to private markets. The infrastructure isn't ready. Interval fund AUM has quadrupled since 2020. A 2025 Executive Order opened the retirement channel. Model portfolios are integrating private assets for the first time. The distribution is real. The operational rails to service it at scale are being built right now. Daily NAV on illiquid assets. Subscription processing across thousands of end investors. Custodians and transfer agents rebuilding for wealth-channel volume. Retirement channel integrations (CITs, target date funds, managed accounts) that didn't exist two years ago. Secondary liquidity rails for semi-liquid structures. None of it is finished. All of it is being figured out in real time. On May 28 in New York, 𝗧𝗵𝗲 𝟮𝟬𝟮𝟲 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗦𝘂𝗺𝗺𝗶𝘁 convenes the people building it. 𝗦𝗽𝗲𝗮𝗸𝗲𝗿𝘀 𝗜𝗻𝗰𝗹𝘂𝗱𝗲: • Michael Diamond, Head of Alternative Investments, Fidelity Investments. • Jake Walker, CFA, Partner & COO, Client and Product Solutions, Apollo Global Management, Inc. • Talia Klein, Managing Director and Head of Wealth & Investment Solutions, The Depository Trust & Clearing Corporation (DTCC). • Courtney Scharff, Executive Director, Head of Private Capital Indexes & Taxonomies, MSCI Inc. • Cheri Belski, EVP, Head of Investment Management Solutions, LPL Financial. • Chris Scott-Hansen, Managing Director, Head of Investment Advisory Solutions, Morgan Stanley Wealth Management. And 20+ additional speakers across fund managers, platform builders and distribution leads. Early bird pricing closes April 28. $995 until then. $1,095 after. View the full speaker list and apply to attend: https://lnkd.in/d-u8gQNu

"For large alternative managers, expanding in private wealth does more than add assets under management. It can also create stickier capital, a broader investor base, and a more diversified funding model. Institutions can write very large checks, but they also negotiate hard on fees, demand high service levels, and can become more cautious during periods of market stress or denominator effects. Private wealth, when structured properly, can offer a wider base of capital that may behave differently across cycles." https://lnkd.in/eAHV59gm