Announcements
The firm, which serves nonprofits and other investors, has promoted seven team members into its senior leadership team, including three partners and four managing directors.
The firm is acquiring the management agreements related to a global firm’s Canadian fund business, which includes 100 mutual funds and exchange-traded funds.
The treasurer’s office hired a new cio following a search from the first quarter of 2025 as its previous investment head retired.
The firm closed its acquisition of 100% of the equity of a platform that invests across all stages of the venture capital lifecycle.
The foundation hired its new cio from a Midwestern foundation, where they served as managing director for the last four years.
A partnership of independent fiduciary wealth management firms has named a new ceo to take over in February.
The Western boutique investment firm has entered into an agreement to acquire a Memphis-based investment manager’s approximately $650 million in assets.
The firm appointed its president of EMEA and global head of institutional banking and markets as co-presidents of asset serving as the current head is set to retire after 40 years at the firm.
The fund hired an individual to lead its co-investment and direct investment program, which began last year as part of an updated strategic plan.
The foundation selected a new general investment consultant to oversee its portfolio after launching a search earlier this year as it had been five years since it last put the services out for bid.