Investment consultants are looking to further diversify their client bases with more assignments from retail financial intermediaries.
Aon’s plan to sell its retirement businesses to Aquiline Capital Partners does not include its OCIO or investment consulting businesses.
Gary Rynhoud was named managing director and head of EMEA business development at consultant Wilshire Associates.
Redington created two sustainable investment roles as part of plans to further integrate responsible investment into its proposition.
Insurance broker Hub International acquired registered investment adviser firm Epstein Financial Services.
Alpha Financial Markets Consulting acquired U.S. alternative investment consultant Lionpoint Holdings for $90 million.
Aon agreed to sell its pension consulting, administration and investment consulting businesses in Germany to Lane Clark & Peacock.
Mercer appointed a new leader for its investments business in China to pursue opportunities in retirement, pension planning and ESG.
Daniel Celeghin was named managing partner at money manager strategy consultant Indefi, a new position.
Hub International acquired retirement plan consulting firm IBG Financial Partners.
Hub International has acquired the assets of retirement plan consulting firm Plan Sponsor Consultants.
Edward Bardowski was named partner and public markets solution leader for investment consultant Aon Investments USA.
Jo Holden was named global head of investment research at Mercer, effective immediately and replacing Deb Clarke.
Troy Saharic was named principal and director of new business development at NEPC.
With the purchase of Wilshire Associates now completed, its new owners have big plans for the investment consulting and management firm.
Will Martindale was appointed group head of sustainability at Cardano Group.
Nick Horsfall and Andrew Drake were appointed managing directors in Redington's investment consulting team.
Despite the volatile start to 2020, institutional assets under advisement grew 3% to $42.65 trillion over the year ended June 30.
Conflict-of-interest issues are rising with consultant consolidation, IPOs and the addition of money management.
Achim Luder became chief people officer at Mercer, effective Oct. 1.
Willis Towers Watson appointed a director of climate transition risk for its climate transition hub.
Frances Beyers was named managing director and head of capital markets at Cliffwater, a new position at the investment consultant.
Alternative investment consulting firm Aksia is acquiring real estate consultant Alignium for an undisclosed sum in an all-cash deal.
Goldman Sachs veteran Samantha Davidson was named U.S. leader of Mercer's outsourced chief investment officer business.
David Bird was named head of DC platform at investment consultant Cardano U.K.