Announcements

Industry News
Climate Focused Firm Makes Strategic Investment In Private Markets Mgr.

An investment firm focused on climate-related investments has made a strategic investment in a private markets firm that is focused on environmental sustainability.

02.13.25
People Moves
Southern University Foundation Adds New Executive Director

The university has hired a v.p. for university advancement and executive director for its foundation to develop and execute its fundraising strategy.

02.13.25
People Moves
Global Manager Appoints Head of Institutional, Canada

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.

02.12.25
Industry News
Another Congressman Introduces Bill To Raise Excise Tax On University Endowments

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.”

02.12.25
People Moves
Wealth Manager Promotes Staff Members To Head of Banking & President of the East Region

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.

02.12.25
People Moves
Investment Consultant Adds President & Head of Advisor and Intermediary Solutions Canada

The firm has hired a president of its Canadian business to help position the firm for long-term growth.

02.12.25
Multi-Asset/Investment Advisor
President Trump Signs Order To Create Sovereign Wealth Fund

President Donald Trump signed an executive order to establish a sovereign wealth fund on Feb. 3 to promote fiscal sustainability, lessen the burden of taxes on American families and small businesses and establish economic security for future generations.

02.06.25
People Moves
Wealth Management Subsidiary Adds Two To Support Private Market Solutions

The firm has hired two leadership positions to help develop private markets investment solutions for the wealth management marketplace while educating financial intermediaries and their clients.

02.06.25
People Moves
Global Manager Names Senior Advisor For Real Estate

The senior advisor will leverage their real estate and capital markets expertise and relationship network to support the firm’s investment activity and platform growth.

02.06.25
People Moves
Outsourced CIO Names Investment Head

The discretionary advisor has named the deputy cio of a Southern university as its cio to oversee the development and management of its global investment program.

02.06.25