Announcements
The firm is acquiring the management agreements related to a global firm’s Canadian fund business, which includes 100 mutual funds and exchange-traded funds.
The treasurer’s office hired a new cio following a search from the first quarter of 2025 as its previous investment head retired.
The firm closed its acquisition of 100% of the equity of a platform that invests across all stages of the venture capital lifecycle.
The foundation hired its new cio from a Midwestern foundation, where they served as managing director for the last four years.
A partnership of independent fiduciary wealth management firms has named a new ceo to take over in February.
The Western boutique investment firm has entered into an agreement to acquire a Memphis-based investment manager’s approximately $650 million in assets.
The firm appointed its president of EMEA and global head of institutional banking and markets as co-presidents of asset serving as the current head is set to retire after 40 years at the firm.
The fund hired an individual to lead its co-investment and direct investment program, which began last year as part of an updated strategic plan.
The foundation selected a new general investment consultant to oversee its portfolio after launching a search earlier this year as it had been five years since it last put the services out for bid.
The firm has appointed a new regional v.p. for the Eastern territory to expand partnerships with registered investment advisors, financial advisors, family offices and institutions.