Industry News

People Moves
West Coast Foundation Names CIO

The foundation promoted a managing director to the role of cio after its investment head left to join an East Coast health system.

12.01.22
Industry News
Investment Advisor Acquires Firm To Expand West Coast Presence

The firm has signed an agreement to purchase a registered investment advisor, which will increase the assets it oversees to approximately $17 billion and expand its West Coast presence.

12.01.22
Announcements
Wealth & Asset Management Firm Announces Southwest Florida Team

The firm has selected four senior executives to serve as its Southwest Florida Wealth Leadership team as it looks to expand its reach and maximize its resources in the region.

12.01.22
People Moves
Global Asset Manager Names Global Responsible Investment Head

The firm has named a new global head of responsible investment on the heels of new additions to its responsible investment team.

11.30.22
Industry News
TriLinc Gains Funding For Private Debt Fund

The fund is dedicated to financing growth-stage, small and medium-sized businesses in developing economies.

11.30.22
People Moves
Ohio Foundation Seeks Investment Analyst

The foundation is seeking an investment analyst to contribute research and analysis in overseeing its investment portfolio.

11.30.22
People Moves
DWS Names Global Alts. Business Head

He will join in February from Blackstone, where he serves as a senior managing director and coo of its credit division.

11.30.22
Industry News
Adams Street Closes 2022 Global Fund Program

Program closes with roughly $1.1 billion committed capital, 20% higher than initial internal targets.

11.29.22
People Moves
Cresset Partners Adds Private Funds MD

She will focus on private equity funds and co-investments across buyout, platform buy-and-build and other control-oriented strategies.

11.29.22
Multi-Asset/Investment Advisor
Davidson Investment Advisors Acquiring Caprin Asset Management

Davidson Investment Advisors is acquiring the mid-Atlantic based firm, which specializes in municipal and taxable fixed-income investments, in a deal that is expected to close in the first quarter of 2023.

11.23.22