Announcements

People Moves
Southern Wealth Advisor Hires New Advisor For New Orleans Clients

The firm hired a new advisor to work with clients in the New Orleans area.

11.03.22
People Moves
British Firm Snags Abrdn Sustainability Head

The firm has hired a portfolio manager within its multi-asset team to build out its sustainability investment offerings.

11.03.22
Emerging/Diverse Managers
Western University Commits To Black-Owned VC Fund

The university is an anchor investor in a Black-owned venture capital firm’s first strategy that closed last month with more than $60 million in commitments.

11.03.22
People Moves
Real Estate Investment Advisory Firm Hires Director To Head New Sustainability Practice

The New York-based firm hired its first-ever director of sustainability to provide customized sustainability services to support the advancement of commercial real estate sustainability and decarbonization.

11.03.22
People Moves
Asset Manager Hires Technology, Operations Head

The asset manager has hired a head of technology and operations as it promoted its previous head to cio of retirement, marketing and digital client technology.

11.03.22
Emerging/Diverse Managers
U.S. Representative Proposes Bill Promoting Endowment Transparency & Diversity

The bill would require colleges and universities to disclose information about investments with diverse managers annually.

10.27.22
Industry News
Growth Equity Firm Buys Stake In Wealth Mgmt. Firm

The $200 million transaction will support the wealth management firm’s growth plans.

10.27.22
MRI/Social Investments
Northeast Church Seeds NYC Housing & Economic Development Fund

The church helped seed a fund aimed to spur housing and economic development in New York City.

10.27.22
Industry News
Global Asset Mgr. Opens New Headquarters

The new headquarters will take advantage of a business-friendly environment and an important financial hub, according to the firm.

10.27.22
People Moves
Asset Manager Hires Fixed-Income Director

The asset manager has hired a director of fixed-income and a portfolio manager for its U.S. small-cap and small- to mid-cap investment team and promoted its director of ESF integration to director of ESG research and engagement.

10.27.22