In The News
$1 Billion Ex-UBS Team Goes Independent With LPL, Gladstone

The 10-person group adds to the list of former wirehouse advisors relying on Gladstone Wealth Partners for help in launching and running independent practices.

06.15.21
In The News
Explained: Why Do Institutional Investor Holdings In A Company Matter?

Here are some of the commonly asked questions related to institutional investor shareholdings.

06.15.21
In The News
Diverse, Professional Fund Managers Handle New York State’s Pension Investments

In the “Albany should force diverse asset management for its pension funds” op-ed that ran June 10, the authors were incorrect about the state pension fund’s MWBE commitments.

06.15.21
Multi-Asset/Investment Advisor
West Coast City Rehires Advisor

A West Coast city has rehired a firm to oversee its operating and capital projects funds.

06.14.21
Private Equity
Calif. Plan Discloses PE Commitments

A California plan has disclosed a set of new private equity commitments.

06.14.21
People Moves
Quest Appoints Research Director

The new hire will spearhead the New York-based firm’s research and investment strategy development.

06.14.21
People Moves
Sawgrass Hires Marketing Executive

He is responsible for scaling up the firm’s institutional sales presence in Florida and the national marketplace.

06.14.21
Non-U.S. & Global Equity
AllianzGI Names Global Equity CIO

The new CIO will lead the firm’s global equity platform and oversee investment teams.

06.11.21
People Moves
Eolas Capital Appoints Distribution Director

He will be responsible for selection of affiliated managers, product selections, team lift outs and assessing sustainability of fees and demand.

06.11.21
Non-U.S. & Global Fixed-Income
GAM Expands Global Credit Team

They will help manage the Asian income and diversified income bond funds.

06.11.21