Goldman-Backed World Investment Advisors Unveils Rebrand

Published on July 15, 2024

Snapshot: Pensionmark Financial Group, now rebranded as World Investment Advisors under World Insurance Associates, aims to attract more independent wealth practices after a period of rapid growth. 

With $55 billion in assets under advisement and a substantial increase in its wealth management division, the firm seeks to leverage its expanded platform capabilities and personalized service to appeal to fee-based advisors and sophisticated clients. The rebrand aims to be reflective of the firm’s evolution and commitment to innovation, supported by recent strategic acquisitions and technological advancements.

The firm received significant investments from private equity firm Charlesbank Capital Partners in 2020 and Goldman Sachs Asset Management in 2023.

Key Quote: “Between several pivotal acquisitions and recent enhancements to our platform capabilities, we felt it was time to move to a brand that reflects the evolution of the firm and our vision for the future.” - Troy Hammond, CEO, World Investment Advisors

Full story: INVESTMENT NEWS - World Investment Advisors website

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