Industry News
The fund raised a record $2.3 billion as well as $700 million in a co-investment vehicle.
The firm’s new institutional practice management head joins after a dozen years with UBS.
The West Coast venture firm and incubator has hired a new investor, who was most recently an analyst at a Southern healthcare system.
Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.
The endowment hired the deputy cio of responsible investing for the New York City Comptroller’s Bureau of Asset Management to serve as a managing director and help lead its portfolio strategy.
The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.
The managing director of business development will lead the firm’s capital formation and overall business development efforts.
A global alternative asset manager has made a slew of new hires and appointments recently.
The firm promoted its North American regional director of investments to global head of investments to lead its regional investment teams.
Institutional allocators working with investment consultant RVK had generally favorable outlooks on the firm’s acquisition by Creative Planning that was announced yesterday.
