Announcements
The alternative assets-focused firm is launching an employee-ownership trust to recoup ownership stakes from its leadership team and redistribute to employees.
The firm added two partners to strengthen its outsourced cio offering as well as its ability to deliver solutions to clients.
The foundation’s president and ceo is leaving after almost seven years of service to join a nearby university as v.p. of university advancement.
Two Christian-affiliated higher education institutions have reversed their planned merger initially agreed to in the first quarter of 2024.
The position will drive environmental sustainability, climate risk management and responsible investment across its global investment strategies.
A global investment firm has expanded access for its alternative asset platform to its private banking and advisor clients as well as entities that have no relationship with the firm.
The investment consultant absorbed the investment advisor and financial planning firm’s base of clients totaling $1.4 billion in assets across 30 states.
The firm hired a head of client partnerships from a recently shuttered firm to lead its business development, consultant relations and relationship management efforts.
The college’s previous discretionary advisor was acquired last year.
The firm, which utilized artificial intelligence to build and manage investment strategies for institutional clients, closed after nine years in business.