Industry News

People Moves
Venture Firm Hires Analyst From Hospital System

The West Coast venture firm and incubator has hired a new investor, who was most recently an analyst at a Southern healthcare system.

09.16.26
Surveys/Studies
AI To Augment Advisors, Enable Firms To Expand Services & Grow Investment: Study

Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.

09.16.26
People Moves
Western Endowment Hires Managing Director

The endowment hired the deputy cio of responsible investing for the New York City Comptroller’s Bureau of Asset Management to serve as a managing director and help lead its portfolio strategy.

09.16.26
Consultant/OCIO/Discretionary
Wealth Mgr. & Investment Advisor Acquiring Investment Consultant

The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.

09.16.26
People Moves
Multi-Strategy Mgr. Hires Managing Director For Biz Development

The managing director of business development will lead the firm’s capital formation and overall business development efforts.

09.16.26
People Moves
Asset Manager Makes Appointments

A global alternative asset manager has made a slew of new hires and appointments recently.

09.16.26
People Moves
Global Manager Promotes North America Regional Director To Global Head of Investments

The firm promoted its North American regional director of investments to global head of investments to lead its regional investment teams.

09.16.26
Industry News
Initial Allocator Reactions Positive For RVK Acquisition

Institutional allocators working with investment consultant RVK had generally favorable outlooks on the firm’s acquisition by Creative Planning that was announced yesterday.

09.16.26
People Moves
HarbourVest Adds MD For Evergreen Credit Strategy

Tony Ranaldi has joined HarbourVest Partners as managing director of evergreen portfolio management.

09.16.26
People Moves
Westwood Global Appoints Chief Sales Officer

The new hire spent the last eight years at Baillie Gifford & Co.

09.16.26