Announcements

People Moves
Investment Consultant Names Head Of Portfolio Solutions

The firm added a head of portfolio solutions to strengthen its leadership in alternatives research and advise on its product for the wealth management channel.

01.03.24
People Moves
Investment Advisor Adds Central Regional Director

The firm added a central regional director to work with nonprofit and institutional clients, providing them with investment advisory, asset allocation and portfolio construction services.

12.20.23
People Moves
Western University Adds Four Alumni To Board Of Trustees

The university elected four alumni to join its board of trustees, including two investment professionals, at the start of this quarter.

12.20.23
Industry News
Wealth & Investment Advisor Acquires Retirement Plan Consultant

The Boston-based firm has agreed to acquire a retirement plan consultant focused on the New England region.

12.20.23
Private Equity
Special Situations PE Mgr. Closes Strategy Above Hard Cap

The firm closed it latest strategy above its target at its hard cap of $275 million.

12.20.23
People Moves
Investment & Wealth Manager Adds Senior V.P., Senior Investment Advisor

The financial services company hired a senior v.p. and senior investment advisor to provide investment management for nonprofit organizations, individuals and pension plans and work with clients to establish appropriate investment strategies.

12.20.23
People Moves
Southern Institution Eyes Analyst To Support Investment Operations

The university is searching for an investment operations analyst to provide reporting, benchmark analysis, endowment return allocation and communications with investment managers.

12.20.23
People Moves
Midwest University To Search For Treasurer, Senior V.P.

The university will conduct a search for a new senior v.p. for business affairs and treasurer as its finance head is departing for another opportunity.

12.20.23
Infrastructure
Private Equity Firm Closes Inaugural Fund

The firm announced the final close of its inaugural fund at its hard cap of $1.5 billion.

12.20.23
Industry News
Global Investment Firm Acquires U.S. Private Equity Group

The London-based investment firm focused on energy has acquired a U.S.-based private equity firm focused on sustainability investments.

12.07.23