A financial services provider has agreed to acquire a portfolio intelligence platform company to expand its capabilities for both its institutional investor and investment management markets.
An asset manager has appointed a chief sustainability officer to oversee firm-wide sustainability initiatives, including investment integration, advocacy and corporate transition to net-zero.
An investment advisor has hired a cio and managing director of wealth management to oversee asset management and alternative investment strategies for both wealth management and retirement plans.
An alternative investment manager has agreed to make a minority investment in a Western investment advisor, which will provide the firm with growth capital to support key priorities and continue its strategy for national expansion through new office openings and acquisitions.