A five-member institutional consulting team that advises on $13 billion in assets has left UBS to join Graystone Consulting.
Rich Robben and Andy Kiehl of Kentucky Retirement Systems' office of investments will join AndCo Consulting as field consultants.
Richard Ennis, in a memoir, details the birth and evolution of the investment consulting industry.
Sion Cole, senior partner and head of European distribution, delegated consulting services at Aon, has left the firm.
Mercer is acquiring Pavilion's investment consulting business and parts of Summit Strategies. Summit's public DB business is being bought by AndCo.
The investment consulting and fiduciary management markets in the U.K. are not highly concentrated, reports find.
Janet Li, director of Greater China investments with Willis Towers Watson through October, joined Mercer as Asia wealth business leader.