The firm has added a former partner of a prominent investment manager’s global private client business as a senior advisor to assist with relationships, resources and industry knowledge.
The consultant is acquiring an alternatives investment firm that provides solutions including insurance-linked securities, private credit, hedge funds and impact investing.
The registered investment advisor has selected an investment consultant as a strategic investment research advisor to strengthen its research efforts within asset allocation modeling, manager due diligence/selection and portfolio implementation.
The firm has hired a head of capital formation and investor relations to accelerate the execution of its strategy to deploy creative financing solutions to the lower middle market.