Alex Craddock joins Citigroup as chief marketing and content officer by Lewis Dayton | Apr 11, 2024 Alex Craddock is joining Citigroup as its new chief marketing and content officer, he announced in a post on LinkedIn.
Krista McCoy joins Petra Funds Group by Lewis Dayton | Apr 11, 2024 Petra Funds Group has hired Krista McCoy to assist in developing Petra’s client acquisition strategy.
Sanjay Vatsa joins Apex Group as regional head of North America by Released | Apr 11, 2024 Apex Group, a leading global financial services provider, announced the strengthening of its U.S. team with a key senior hire. Sanjay Vatsa has been appointed as the new regional head of North America. This strategic move marks significant progression in Apex Group’s commitment to transforming the financial services sector, with innovation at its core, and driving growth across the region.
Christophe Evain appointed non-executive chairman of board at Quilvest by Lewis Dayton | Apr 11, 2024 Christophe Evain has been appointed as the non-executive chairman of the board at Quilvest Capital Partners, a dedicated global mid- and lower mid-market altneratives investment manager with over $7 billion in assets under management.
Baird selects CAIS to centralize all alternative investments onto one platform by Released | Apr 11, 2024 CAIS, a leading alternative investment platform for independent financial advisers, has announced that Baird, an international wealth management, asset management, investment banking/capital markets and private equity firm that manages and oversees more than $430 billion in assets, has expanded their relationship with CAIS to consolidate all their alternative investment products, processes and data management onto a single platform.
Principal Asset Management report finds most new data center capacity is still in primary markets by Andrea Zander | Apr 10, 2024 Fundamentals are why Northern Virginia remains the No.1 U.S. market for data centers, even as power and land are increasingly hard to come by, according to Princapial Asset Manegement in its recent report.
Glenmede promotes Brian Green to CIO of private wealth by Released | Apr 10, 2024 Glenmede, a privately held and independently owned investment and wealth management firm, has announced the appointment of Brian K. Green, CFA®, as chief investment officer (CIO) of private wealth, reporting to Thomas P. Melcher, director of private wealth. Green will be responsible for formulating investment policy and strategy for over $29 billion of assets under management and for ensuring that the firm’s strategic investment philosophy is reflected in client portfolios.
Ron Carson stepping down as CEO at Carson Group; Burt White appointed next CEO by Lewis Dayton | Apr 10, 2024 Ron Carson has announced that he is stepping down from the role of chief executive officer at Carson Group and is transitioning to the role of chairman. Burt White has been appointed as CEO.
Alternative fund managers are losing investment mandates due to compliance issues by Lewis Dayton | Apr 10, 2024 New research from Ocorian and Newgate Compliance reveals that alternative fund managers are losing investment mandates or clients because of compliance issues.
Cerity Partners combines with Agility, OCIO solutions provider by Released | Apr 10, 2024 Cerity Partners, a leading independent wealth management firm in the U.S., has announced that it is combining with Denver-based Agility, a provider of outsourced chief investment officer (OCIO) solutions for endowments, foundations, family offices, corporations, healthcare organizations, and other clientele. Upon closing, Agility will form Cerity Partners OCIO.
