Announcements

People Moves
Investment Manager Appoints Senior V.P.s For Private Market Sales

The firm has added two senior v.p.s of private market sales to focus on growing and diversifying its alternative solutions.

09.12.24
Alternatives
Firm Adds Vehicles From Leading Alts Mgr. To Private Markets Access Platform

The firm has added investment vehicles from a leading global alternatives investment manager to its alternative investments access platform, which provides RIAs, broker-dealers and their clients access to private markets investments.

09.11.24
People Moves
Midwest University Names New V.P. For Finance & Operations

The university’s previous finance head left the role to join a leadership development consulting firm.

09.11.24
People Moves
Lower Middle Market Firm Adds Senior Advisor

The firm has added a former partner of a prominent investment manager’s global private client business as a senior advisor to assist with relationships, resources and industry knowledge.

09.11.24
People Moves
Northeast University Adds Board Members

The university has elected seven members to its board of trustees, including two investment professionals, effective July 1.

09.05.24
Industry News
Investment Consultant Acquiring European Alternatives Firm

The consultant is acquiring an alternatives investment firm that provides solutions including insurance-linked securities, private credit, hedge funds and impact investing.

09.05.24
Industry News
RIA Selects Consultant As Strategic Investment Research Advisor

The registered investment advisor has selected an investment consultant as a strategic investment research advisor to strengthen its research efforts within asset allocation modeling, manager due diligence/selection and portfolio implementation.

09.05.24
Industry News
Wealth Manager Agrees To Absorb Investment Manager

The wealth management and investment advisory firm has agreed to acquire an investment manager that serves foundations and high net-worth individuals.

09.04.24
Industry News
New England Advisor Acquires Three Firms

An investment advisory firm has acquired three firms that grow their assets under management by more than $1 billion.

09.04.24
People Moves
New Investment Mgr. Adds Capital Formation, Investor Relations Head

The firm has hired a head of capital formation and investor relations to accelerate the execution of its strategy to deploy creative financing solutions to the lower middle market.

08.22.24