Announcements

Industry News
Investment Advisor Acquires Firm To Expand West Coast Presence

The firm has signed an agreement to purchase a registered investment advisor, which will increase the assets it oversees to approximately $17 billion and expand its West Coast presence.

12.01.22
Announcements
Wealth & Asset Management Firm Announces Southwest Florida Team

The firm has selected four senior executives to serve as its Southwest Florida Wealth Leadership team as it looks to expand its reach and maximize its resources in the region.

12.01.22
People Moves
Global Asset Manager Names Global Responsible Investment Head

The firm has named a new global head of responsible investment on the heels of new additions to its responsible investment team.

11.30.22
People Moves
Mid-Atlantic Foundation Impact Investment Arm Names CEO

The foundation has named a ceo of its impact investing arm, which has more than $400 million in investments.

11.23.22
Industry News
RIA Joins Focus Financial Partners

The registered investment advisor has agreed to enter a partnership with a group of independent, fiduciary wealth management firms.

11.23.22
Venture Capital
Venture Firm Closes Oversubscribed Decarbonization Fund

The New York-based venture capital manager has closed its oversubscribed early-stage decarbonization strategy.

11.22.22
Industry News
Investment Mgr. & European Bank To Combine Cash Equity & Equity Research Businesses

The firms plan to form a joint venture combining their cash equities and equity research businesses to provide investment insights into the American, European and Asia Pacific equity markets as well as liquidity access and leading global trading technology.

11.22.22
Industry News
Westwood Holdings Acquires Houston-Based Asset Manager

The acquisition increases Westwood’s total assets under management by 33% to $16.3 billion.

11.22.22
People Moves
Asset Manager Adds Head Of Pvt. Market Client Solutions, Director Of Member Strategy

The firm recently hired a head of private market client solutions to optimize the role of private market investments in client portfolio as well as a director in its member strategy group to manage and maintain relationships with current and prospective clients.

11.22.22
Venture Capital
VoLo Earth Ventures Closes Inaugural Fund Above Target

The Western-based firm closed its inaugural fund, which invests in early-stage climate tech companies, with approximately $90 million in total commitments, above its $50 million target.

11.22.22