Announcements
The firm has hired a senior managing director to provide holistic wealth management services for clients, including financial planning, wealth transfer and family governance.
The foundation hired an assistant investment director in the second quarter to focus on private market investments.
The firm has hired a v.p. of institutional business development to lead sales and development as well as foster relationships with institutional investors, consultants and stakeholders.
The firm has signed a definitive agreement to sell a stake in its private credit business to another firm to create a stand-alone private credit asset management platform.
The independent institute is seeking outsourced cios to share their capabilities for its 2025 OCIO Survey and responding firms will be included in the institute’s outsourced cio provider directory.
The firm has hired a head of Asian equities to lead its equity team across 10 markets and oversee investment process execution across Asia.
The foundation recently adopted a new discretionary investment model and away from its traditional consulting framework.
The college recently added two alumni, including one investment professional, to its 31-member board of trustees.
The firm has hired a senior director to work closely with endowments, foundations and other institutions to introduce strategies aligned with long-term value creation and ESG principles.
The firm has hired a v.p. and consultant to work with institutional and family clients, providing consulting and fiduciary guidance.