Industry News
The foundation has promoted its interim cio to its permanent investment head following a search that began last year as its investment head left to pursue another opportunity.
An institutional investment industry veteran has penned a new children’s book that aims to give children the confidence and access to become financially literate.
He is responsible for the firm’s global health, wealth and career practices.
He will officially take on the role on Jan. 1 and succeeds CIO Robert Horrocks.
The firm has added private advisory teams from Janney Montgomery Scott and Wells Fargo Advisors to its global wealth management team.
The London-based firm has closed its oversubscribed third fund, which invests in mining and energy transition metals, at its hard cap, marking the largest fundraise in the firm’s fund series.
Nearly all institutions and wealth managers think fixed-income, where many are underexposed, is more attractive than equities as the threat of recession looms, a new study finds.
The foundation recently hired an investment director from a nearby retirement system to help oversee its investment portfolio.
The foundation has appointed three members to its board of trustees, effective Oct. 1, including one investment head of a Midwestern foundation.
The firm has named a sole head of impact investments after the individual had previously held the role alongside another employee who is now focused on investor relations.