Industry News
The wealth management firm is acquiring an investment manager based on the West coast along with its advisory team as part of its strategic growth plan of enhancing its research and investment talent.
An investment firm focused on climate-related investments has made a strategic investment in a private markets firm that is focused on environmental sustainability.
The analyst will assist in all stages of the university’s investment process, including sourcing, origination, due diligence, implementation of investment opportunities, monitoring and portfolio management.
The university has hired a v.p. for university advancement and executive director for its foundation to develop and execute its fundraising strategy.
Smaller college and university endowments outperformed their larger peers for the second year in a row, according to the National Association of College and University Business Officers’ 51st annual study of endowments.
The position is responsible for driving commercial development in the market and is the latest hire in the firm’s strategic growth plan to expand its footprint in the Americas.
A new piece of legislation was introduced to raise the excise tax levied on annual private university endowment profits to ensure the portfolios are used to “benefit students and academic programs.”
A global wealth manager has named long-time employees to new positions within the firm – head of banking and specialized services and president of the East region.
The healthcare system is looking to hire its first-ever senior v.p. and cio to manage its investments portfolio.
The firm has hired a president of its Canadian business to help position the firm for long-term growth.