Industry News

Consultant/OCIO/Discretionary
CAPTRUST Acquires Portfolio Evaluations, Inc.

Acquisition marks the firm’s 54th since 2006 and ninth announced for 2021.

01.18.22
Industry News
AMG Increases Systematica Investment

The transaction completes the full transition of equity ownership planned since 2015.

01.18.22
People Moves
Marquette Loses Fixed-Income Director

Former fixed-income director will join Credit Suisse at the end of the month.

01.18.22
People Moves
San Diego City CIO To Retire

Plan will seek a firm to assist with a replacement search for Liza Crisafi, who will retire this summer after 13 years in the position.

01.14.22
People Moves
Callan Promotes New Jersey Office Head

She retains her existing duties as a senior v.p.

01.14.22
People Moves
GTCR Appoints Marketing Chief

He will lead the strategic development and execution of all marketing and communications activities.

01.14.22
People Moves
Marquette Hires Senior Client Analyst From Abrdn

She actively supports consultants in all aspects of client service on a variety of client relationships.

01.14.22
People Moves
Manulife IM Adds Multi-Asset MD

He bolsters the firm’s multi-asset solutions team in Asia.

01.14.22
People Moves
Schroders Announces Leadership Changes

The changes include new co-heads of investment, a new global head of strategy and solutions and a new ceo of North America.

01.13.22
People Moves
New Century Advisors Hires U.S. Equity PM

She manages the firm’s newly launched U.S. small- to mid-cap equity strategy.

01.13.22