Transamerica Asset Management Partners to Promote Managed Accounts

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Transamerica Asset Management (TAM) expanded its relationship with Great Lakes Advisors (GLA), a Wintrust Financial (WTFC) company, through a new solicitation agreement to distribute GLA’s established Large Cap Value strategy via unified managed accounts (UMAs) and separately managed accounts (SMAs).

The partnership aims to broaden TAM’s managed account offerings for advisors and clients while expanding GLA’s access to intermediary channels. The strategy is already available on several major platforms, including LPL Financial, Charles Schwab, Morgan Stanley and Envestnet.

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09/03/2026 - 09:01 AM

Solicitation agreement brings Great Lakes Advisors' established Large Cap Value strategy to TAM's advisor network through SMAs and UMAs

BALTIMORE, Sept. 3, 2026 /PRNewswire/ -- Transamerica Asset Management, Inc. (TAM) today announced an expansion of its existing relationship with Great Lakes Advisors, LLC (GLA) through a new solicitation agreement for GLA's established Large Cap Value strategy, available through unified managed accounts (UMAs) and separately managed accounts (SMAs).

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TAM's expansion into managed accounts reinforces the firm's commitment to providing advisors with access to differentiated investment solutions across a growing range of investment formats. By leveraging GLA's established Large Cap Value strategy and TAM's distribution scale and advisor relationships, the partnership creates growth opportunities for both firms, expanding GLA's access to intermediary channels while broadening managed account offerings for advisors and their clients through TAM.

"At TAM, our vision is to connect the right solutions to our clients' needs, and this GLA partnership extension reflects that commitment," said Marijn Smit, CEO of Transamerica Asset Management. "We believe large cap value remains an important component of a diversified equity portfolio, and by offering advisors multiple ways to access the strategy, we are making it easier for them to implement investment solutions that meet the evolving needs of their clients."

The strategy is available in a managed account through several prominent firms and platforms, including LPL Financial, Charles Schwab, Morgan Stanley and Envestnet to name a few.

"We're thrilled to expand our long-standing partnership with Transamerica by making our Large Cap Value SMA and UMA available to their distribution network," added Tom Kiley, CEO of Great Lakes Advisors, a Wintrust Financial Corporation company. "In an environment where equity allocations have grown increasingly concentrated, we believe disciplined large cap value exposure is an essential diversifier for advisors and their clients. Partnering with a firm of Transamerica's reach and quality allows us to deliver that discipline to far more investors, and we're excited to keep deepening the relationship between our two organizations."

About Transamerica Asset Management
Transamerica Asset Management, Inc. (TAM) is an SEC-registered investment adviser that provides investment management services designed to help individuals and institutions pursue their long-term financial goals. With a focus on disciplined investing, strong governance, and thoughtful risk management, TAM partners with asset managers to navigate evolving market environments with confidence.TAM is an indirect wholly owned subsidiary of Aegon Ltd., an international life insurance, pension, and asset management company.

About Great Lakes Advisors
Founded in 1981, Great Lakes Advisors^® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT. They offer a wide range of fixed income and equity strategies across all market capitalizations and have deep portfolio management capabilities within ESG, Socially Responsible, Tax Managed, and Customized account solutions. The firm's clients include public funds, multi-employer plans, corporations, religious communities, endowments/foundations, health care plans, and private wealth management clients.

Great Lakes Advisors is a wholly owned subsidiary of Wintrust Financial Corporation (NASDAQ: WTFC), a financial holding company with $74.7 billion in assets.

Investments are subject to market risk, including loss of principal. Transamerica companies and Great Lakes Advisors, LLC are not affiliated companies.

Media inquiries:
Email: Media.Relations@transamerica.com

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SOURCE Transamerica

FAQ

What did Transamerica Asset Management announce in its partnership update with Great Lakes Advisors and WTFC?

Transamerica Asset Management announced a new solicitation agreement with Great Lakes Advisors, a Wintrust Financial (WTFC) company, to offer GLA’s established Large Cap Value strategy to advisors through unified managed accounts (UMAs) and separately managed accounts (SMAs).

How will the Great Lakes Advisors Large Cap Value strategy be offered under the new Transamerica agreement for WTFC-related business?

The Great Lakes Advisors Large Cap Value strategy will be offered through unified managed accounts (UMAs) and separately managed accounts (SMAs), giving advisors multiple ways to access the strategy for client portfolios under the expanded relationship with Transamerica Asset Management.

On which platforms is the Great Lakes Advisors Large Cap Value managed account strategy available?

The Large Cap Value strategy in managed account form is available through several prominent firms and platforms, including LPL Financial, Charles Schwab, Morgan Stanley and Envestnet, among others, expanding distribution to a wide advisor network.

Why are Transamerica Asset Management and Great Lakes Advisors expanding their Large Cap Value partnership?

Transamerica states the expansion supports its goal of connecting the right solutions to client needs, while Great Lakes Advisors views disciplined large cap value exposure as an important equity diversifier and aims to reach more investors through Transamerica’s advisor distribution network.

Who owns Great Lakes Advisors and what is its relationship to WTFC?

Great Lakes Advisors is a wholly owned subsidiary of Wintrust Financial Corporation (WTFC), a financial holding company. The new solicitation agreement uses Transamerica Asset Management’s distribution network to extend access to Great Lakes Advisors’ strategies.