Western Asset Management Loses Institutional Clients in Wake of Fraud Charges Against Former Executive
In recent months, public pension funds in California, Kansas, and London have joined the ranks of clients exiting ...
20 People to Know in Wealth Management: Don Hardison
Don Hardison, of Merrill Private Wealth & Institutional Consulting, is one of our 20 People to Know in Wealth Management for ...
Institutional Investor2d
Mercer Purchases $35B Investment Boutique SECOR
Founded in 2010 by Tony Kao and Ray Iwanowski, SECOR offers large global institutional investors investment advisory, risk ...
20 People to Know in Wealth Management: Angela Duffy
President and CEO, New Covenant Trust Co. What made you interested you in a career in wealth management?
Pensions&Investments2d
Mercer to acquire SECOR Asset Management
Global consulting firm Mercer, a unit of Marsh McLennan, has reached an agreement to acquire SECOR Asset Management. Terms of ...
Canary Capital launches Axelar Trust targeting institutional investors
The Canary AXL Trust targets institutions and accredited investors who are increasingly turning to digital assets as an alternative investment opportunity.
Merrion Investment Management Co LLC Has $1.37 Million Stock Position in Amazon.com, Inc. (NASDAQ:AMZN)
Merrion Investment Management Co LLC cut its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 13.8% in the fourth quarter, ...
JD Supra8d
Ropes & Gray’s Investment Management Update December 2024 – January 2025
On February 7, 2025, the SEC issued an order postponing compliance requirements with Rule 13f-2 under the Securities Exchange Act and ...
Silvercrest Appoints J. Allen Gray as Head of Institutional Business
Richard Hough, Chairman and Chief Executive Officer of Silvercrest, remarked, “We are immensely proud of Allen Gray's success and of our talented equity management teams, with whom he has worked so ...