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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.

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.

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.
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