Announcements

People Moves
First Republic Appoints Two Wealth Managers

The San Francisco-based firm hired two managing directors and wealth managers to provide portfolio management, retirement planning and investment consulting services to nonprofits.

08.18.22
Industry News
KKR Forms Strategic Alliance With Loop Capital

KKR has formed a strategic alliance with Loop Capital to bolster its capacity to serve as a full-service underwriter for initial public offerings.

08.18.22
Emerging/Diverse Managers
Midwest Foundation Adds Venture Capital Strategy; Seeks Investment & Finance Staff

The foundation has added a venture capital firm targeting minority tech entrepreneurs to its portfolio as it looks to boost its impact investment portfolio.

08.18.22
People Moves
Wealth Management Firm Names Market President In Florida

The firm named a market president based in Palm Beach, Fla. to oversee investment management, banking, lending, wealth planning and fiduciary services in the Palm Beach area.

08.18.22
Industry News
Southern Consultant Acquires Wealth Mgmt. & Investment Advisory Firm; Adds E&F Director

The firm announced the addition of a wealth management and investment advisory firm as it looks to grow its footprint in a Southern state.

08.16.22
People Moves
Investment Manager Adds New Head Of Responsible Investing Strategy

The firm hired a senior managing director and head of responsible investing strategy and solutions to support its growth and expertise in the responsible investing space.

08.11.22
People Moves
Outsourced CIO Seeks Newly Created Investment Associate Role

The discretionary manager is searching for an investment associate to primarily handle the input and management of data and financial tools used to calculate return, risk and investment performance for client portfolios.

08.10.22
People Moves
Sustainable Infrastructure Manager Adds MDs, Promotes Principals

The firm hired two new members to its credit and investments teams and promoted two principals to managing directors.

08.10.22
Industry News
Financial Institution Acquiring Investment Advisor

The institution has agreed to acquire select assets and liabilities of the registered investment advisor.

08.09.22
People Moves
Hedge Funds Adds To Global Economics Team

The hedge fund manager hired an economist and strategist as well as a head of European economic research.

08.09.22