Announcements
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.
The managing director will focus on enhancing the firm’s approach to value creation within its portfolio companies.
The Latina-led venture capital firm recently closed its latest fund after garnering several commitments from foundations, two endowments and a religious institution’s investment team.
The firm’s previous chair transitioned to director emeritus.