Daily Feed

Consultant/OCIO/Discretionary
West Coast Agency Posts Consultant RFP

The agency has issued an investment consultant RFP.

11.09.21
People Moves
Hardman Johnston Names Consultant Relations Director

She is responsible for the Stamford, Conn.-based firm’s business development efforts.

11.09.21
People Moves
Cardano Adds Credit Head

He lead the evolution of the firm’s credit offering.

11.09.21
People Moves
Wainwright Investment Counsel Names Senior V.P.

He was previously a senior financial consultant and branch manager at TD Ameritrade.

11.09.21
Non-U.S. & Global Equity
Taft-Hartley Plan Posts Int’l Equity RFP

An anonymous Taft-Hartley plan is seeking an international equity manager to handle a $15 million allocation.

11.08.21
Credit/Private Debt
Texas Plan Adds Credit Commitment

Plan added a $100 million commitment to a direct lending fund at the end of last week.

11.08.21
Industry News
Ameriprise Acquires BMO’s EMEA Business

The all-cash transaction adds approximately $131 billion of assets under management.

11.08.21
Consultant/OCIO/Discretionary
New England Plan Issues Consultant RFQ

The search is open to discretionary and non-discretionary models.

11.08.21
People Moves
Cohen & Steers Announces CEO Succession

He will retain his existing role as President.

11.08.21
Consultant/OCIO/Discretionary
West Coast Plan Launches Consultant RFP

Plan is conducting search for the services for the first time in 10 years.

11.08.21