Announcements
The firm’s oversubscribed inaugural fund will focus on making structured minority investments in well-positioned wealth management firms throughout the U.S.
The foundation is conducting the RFP process to fulfill its fiduciary duty.
The fund has partnered with two managers to launch a duo of funds that bar investments in fossil fuel companies or conflict-affected areas.
The acquisition expands SageView’s presence on the East Coast by acquiring a mid-Atlantic based independent registered investment advisor that provides retirement plan consulting services to over 90 institutions and has more than $400 million in assets under advisement.
The association for municipal pensions has hired its first-ever cio to lead the investment strategy and portfolio management for its public employee retirement program.
The firm has appointed a managing director for the Middle East to help grow and expand its business in a region where it has also opened an office in an international financial center.
The firm has appointed a global head of insurance asset management to execute investment strategies for its general account as well as assets for third-party insurance clients.
The outsourced cio provider has added two managing directors from another discretionary advisor.
The firm has also named a president of the Pacific Northwest to help accelerate growth of the firm’s wealth management business in the region.
The firm has appointed an executive advisor to help in the pursuit of new acquisition opportunities in the industrials sector and more broadly across leading U.K. businesses.