Announcements
The cio of a health system in the West retired last month after almost 28 years with the institution.
First Republic Investment Management has hired a three-person wealth management team.
UBS Private Wealth Management has hired a seven-person team of advisors.
BNY Mellon Wealth Management has appointed a senior client strategist to initiate relationships and deliver needs-based solutions based on client investment objectives across investment management, wealth planning and family office management
Regulators must standardize and make public company reporting on ESG disclosure accessible in order for institutional investors to properly manage and account for impact in their investment portfolios, according to a recent report.
A university on the West Coast has named the founding partner of a venture fund as its next board of trustees chairman.
A foundation based in the West has selected two new investment committee members to help guide its investing practices and recommend best practices.
Lafayette Square has hired a managing director of services to help advance resident health, wealth and livelihood.
Investment managers will be increasingly judged on their client engagement and interaction as the industry continues to undergo a digital transformation brought on by the COVID-19 pandemic, according to recent research.
Person heads the firm’s Hong Kong office and leads investment analysis and due diligence.
