Announcements

People Moves
Outsourced CIO Appoints Two New Investment Heads

The London-based firm appointed a head of public equities and global head of sustainable investing in the last two months.

06.16.22
People Moves
Real Estate Finance Firm Names President To Lead Newly Formed Investment Management Group

Firm’s treasurer was promoted to lead the investment management group, which was formed through combining its fund management, proprietary capital, high-yield and senior bridge lending groups.

06.16.22
People Moves
Financial Services Firm Adds MD To Tech Investment Banking Group

The Western-based firm hired a managing director for its technology investment banking group to focus on serving clients in the infrastructure management software and cyber security sectors.

06.16.22
People Moves
Wealth Mgmt. Firm Appoints V.P., Investment Officer

New v.p. and investment officer to serve as a key client relationship manager and provide customized wealth management services.

06.16.22
Industry News
Firm To Acquire London & Capital

The London & Capital management team will continue to lead the business.

06.16.22
People Moves
Loyola Trustee & UBS Senior V.P. Dies

Trustee served on the Baltimore-based university’s investment committee for years before joining its board of trustees in October 2018.

06.09.22
People Moves
Global Investment Consultant Announces Leadership Changes

The firm will see a co-founder step down from its executive committee, while various heads of international regions and countries are retiring and transitioning away from the roles.

06.09.22
Announcements
Southern University Appoints Four New Trustees

The board does much of its work through standing committees that include  finance, audit, compensation and organizational development and the Rice Management Company.

06.09.22
People Moves
Investment Advisor Adds Institutional Consultant

The Midwestern investment advisor has hired an institutional consultant to enhance its services to institutions in Illinois, Missouri and Wisconsin.

06.09.22
ESG
SEC Proposes New Rules Enhancing ESG Disclosures

The regulatory body proposed amendments to rules and reporting forms for investors to categorize certain types of ESG strategies broadly and require funds and advisers to provide more specific disclosures based on the ESG strategies they pursue.

06.09.22