Form 8-K · Current Report · Filed 2026-05-20
William Davies to Retire as Global Chief Investment Officer at Columbia Threadneedle
On May 20, 2026, Ameriprise Financial, Inc.
- Filer
- Ameriprise Financial, Inc. AMP · NYSE
- Filed
- Accession
- 0001104659-26-064493
- CIK
- 0000820027
- Signal
- High impactFinancial Services
- Source
- Official filing on sec.gov ↗
Details
announced that William Davies, Executive Vice President and Global Chief Investment Officer at Columbia Threadneedle Investments, will retire on June 30, 2026. William F. 'Ted' Truscott, CEO of Columbia Threadneedle, will serve as interim Global Chief Investment Officer until a successor is appointed. Davies has been with the firm for 33 years and has held various leadership roles, including head of European equities, global head of equities, and chief investment officer EMEA. Truscott, with significant investment experience, will provide leadership and oversight of the investment function during the transition. The firm has a deep bench of senior investment leaders who will maintain their current responsibilities.
Items reported
Reported Item
Market reaction
Close before filing
$463.76
Next session
-2.8%
Since filing
+17.7%
Latest close
$545.84
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Precedent
Previous filings from AMP reporting the same item, with the next session's move:
Insider tape
Within 45 days of this filing, AMP insiders reported 5 Form 4 transactions — net selling of $3.8M.
About Ameriprise Financial, Inc.
Ameriprise Financial, Inc. is a diversified financial services company that provides a wide array of financial products and services to its clients. Founded in 1894 and headquartered in Minneapolis, Minnesota, Ameriprise is renowned for its comprehensive financial planning, asset management, and insurance services. The company specializes in financial planning services tailored to individual client needs, including retirement, investment, and wealth management strategies. Ameriprise operates through several segments, including Advice & Wealth Management, Asset Management, and Annuities and Protection. These segments allow the company to address different financial needs and objectives of clients ranging from individuals to institutions. With a robust network of financial advisors and a strong emphasis on personalized financial guidance, Ameriprise plays a pivotal role in helping clients achieve their financial aspirations. In the financial market, Ameriprise Financial is noted for its stability and the expertise it brings to comprehensive financial services. As a significant player in the financial planning and wealth management industry, the company influences trends and standards in how financial advice and asset management services are rendered, making it a cornerstone in the financial industry landscape.
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