News, Comment & Analysis results for Hirtle Callaghan

Wealth Strategies
June 26, 2023

Outsourced CIO Likes Private Markets, Specific Trusts As Rates Rise

We talk to Hirtle Callaghan, a firm that manages money on behalf of clients such as family offices,

Family Office
April 27, 2023

Family Offices' Outsourcing Trend Continues – Survey

An international study of family offices in the Americas, Europe, the Middle East and Asia shows

Alt Investments
December 13, 2022

New Outsourced CIO Business Aims To Fill A Gap

The role of the outsourced chief investment office is an increasingly well-understood one. A new

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions

New Products
May 17, 2022

Verdence Launches Outsourced CIO

The outsourced CIO model is a familiar one in the North American wealth sector, and along comes

New Office
June 8, 2021

Hirtle Callaghan Expands Arizona, Minnesota Footprints

The firm has been building out its US business network. The model of the outsourced CIO is one that

People Moves
April 18, 2021

Summary Of Executive Moves In North America Wealth Management - May 2018

As this article shows, May was a busy month for hires and moves in the North America wealth

Wealth Strategies
December 15, 2020

Investors Rotate Towards Post-Vaccine World, Seek New Risk Tools

The outsourced CIO firm, which works with clients including those in the wealth management space,

WM Market Reports
November 27, 2019

Outsourced CIO Sector's Fees Compressed, Competition Heats Up

The outsourced CIO business model is maturing in the US. Clients are becoming more demanding and

Practice Strategies
April 29, 2019

Outsourced CIOs Should Tap Hospitals As Investment Clients - Cerulli

Outsourced chief investment officer firms are now a recognized player in the wealth management

Comment & Analysis results for Hirtle Callaghan