William Davies to Retire in 2026 After 33 Years at Columbia Threadneedle
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2026
0mins
Source: Newsfilter
- Leadership Transition: William Davies, the global chief investment officer of Columbia Threadneedle Investments, will retire on June 30, 2026, after 33 years, during which he held multiple leadership roles that enhanced the firm's investment performance.
- Interim Succession Plan: Ted Truscott, the current CEO, will serve as interim global chief investment officer starting July 1, 2026, overseeing the investment function to ensure continuity in investment strategies post-Davies' retirement.
- Investment Team Strength: Columbia Threadneedle boasts 550 investment professionals managing $706 billion in assets, with Davies' leadership fostering a strong investment culture and close client relationships, ensuring disciplined investment processes.
- Future Outlook: Truscott emphasized that the investment leadership team possesses high-quality capabilities, enabling them to continue delivering consistent investment outcomes for clients, showcasing the firm's competitiveness and growth potential in the industry.
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Analyst Views on AMP
Wall Street analysts forecast AMP stock price to rise
8 Analyst Rating
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 455.500
Low
485.00
Averages
559.71
High
660.00
Current: 455.500
Low
485.00
Averages
559.71
High
660.00
About AMP
Ameriprise Financial, Inc. is a diversified financial services company. The Company’s segments include Advice & Wealth Management, Asset Management, Retirement & Protection Solutions and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage services, primarily to retail clients through the Company’s advisors. The Asset Management segment provides investment management, advice and products to retail, high net worth and institutional clients on a global scale through the Columbia Threadneedle Investments brand. It provides institutional products and services through its institutional sales force. The Retirement & Protection Solutions segment includes retirement solutions (variable annuities and payout annuities) and protection solutions (life and disability income insurance). Retirement Solutions provides variable annuity products by RiverSource Life companies to individual clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ameriprise Financial Named One of Fortune's Most Innovative Companies for 2026
- Innovative Company Honor: Ameriprise Financial has once again been named to Fortune's 2026 list of 'America's Most Innovative Companies,' reflecting its exceptional performance across product innovation, process innovation, and innovation culture, thereby reinforcing its leadership position in the financial services industry.
- Technological Advantage: Gerard Smyth, Executive Vice President, emphasized that the company's integrated technology capabilities provide a competitive edge by being seamless, secure, and scalable, which enhances customer service efficiency and quality, driving continuous business growth.
- Evaluation Criteria: The selection process, conducted in partnership with Statista, involved surveys of over 30,000 U.S. employees and 3,000 experts across various fields, ensuring a comprehensive and fair assessment that further enhances Ameriprise's brand image.
- Historical Background: Founded in 1894, Ameriprise Financial boasts over 130 years of experience, continuously meeting the diverse needs of individual and institutional investors through extensive investment advice, global asset management capabilities, and insurance solutions.
See More
William Davies to Retire in 2026 After 33 Years at Columbia Threadneedle
- Leadership Transition: William Davies, the global chief investment officer of Columbia Threadneedle Investments, will retire on June 30, 2026, after 33 years, during which he held multiple leadership roles that enhanced the firm's investment performance.
- Interim Succession Plan: Ted Truscott, the current CEO, will serve as interim global chief investment officer starting July 1, 2026, overseeing the investment function to ensure continuity in investment strategies post-Davies' retirement.
- Investment Team Strength: Columbia Threadneedle boasts 550 investment professionals managing $706 billion in assets, with Davies' leadership fostering a strong investment culture and close client relationships, ensuring disciplined investment processes.
- Future Outlook: Truscott emphasized that the investment leadership team possesses high-quality capabilities, enabling them to continue delivering consistent investment outcomes for clients, showcasing the firm's competitiveness and growth potential in the industry.
See More
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- Halo Award Recognition: Ameriprise Financial has been awarded the 2026 Gold Halo Award for its philanthropic partnership with Angel Foundation™, highlighting the company's commitment to social responsibility through effective financial planning services for cancer patients.
- Financial Care Program Impact: The Financial Care Program by Angel Foundation has served over 1,300 families, providing personalized financial education and planning that alleviates the financial stress associated with cancer, enabling patients to focus more on their health and recovery.
- Volunteer Support: Ameriprise enhances the program's effectiveness by providing pro bono Certified Financial Planner™ volunteers, offering professional financial guidance to cancer patients and their families, which significantly boosts the company's social impact.
- Community Engagement: Ameriprise offers employees eight hours of paid volunteer time annually, with volunteers contributing over 50,000 hours in 2025, demonstrating the company's long-term commitment to community service and enhancing its brand image and customer loyalty.
See More
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- Significant Revenue Growth: Ameriprise Financial reported Q1 revenues of $4.77 billion, reflecting a year-over-year increase of 10.8% and exceeding analyst expectations by 2.1%, demonstrating the company's robust performance in the current economic landscape and solidifying its position in the financial services sector.
- Steady Stock Price Increase: Since the earnings report, Ameriprise Financial's stock has risen by 2.2%, currently trading at $469.55, indicating a positive market response to its financial health and boosting investor confidence.
- Strong Industry Performance: The 14 custody bank stocks tracked reported a collective revenue that surpassed analysts' consensus estimates by 2.9% in Q1, highlighting strong demand in asset management and compliance services, which suggests future growth potential for the sector.
- Intensifying Market Competition: Despite facing competitive pressures from both traditional financial institutions and fintech firms, Ameriprise Financial continues to enhance its market share through technological investments and service innovations, ensuring its competitiveness in a rapidly evolving financial environment.
See More
Integrated Partners Acquires City Square Wealth Management from Ameriprise
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- Team Strength: City Square Wealth Management comprises six advisors and nine support staff, and its business model rooted in trust, thoughtful planning, and enduring client relationships aligns well with Integrated's growth-oriented philosophy.
- Market Competitiveness: Integrated Partners has rapidly expanded in recent years, now boasting 116 offices and over 220 advisors managing more than $25 billion in assets, demonstrating its strong appeal and competitiveness in the industry.
- Strategic Collaboration: Integrated's CPA Alliance collaborates with over 250 CPAs to provide client services and referral opportunities, further enhancing its market appeal and client service capabilities.
See More
Strickoff Financial Services Joins Ameriprise's Atlantic Group
- Team Integration: Strickoff Financial Services has merged with Ameriprise's Atlantic Group, managing nearly $140 million in client assets, aiming to enhance service quality through resource sharing and team collaboration, ensuring long-term business growth.
- Client-First Strategy: Strickoff's decision to partner with Atlantic Group underscores their shared values around client care and long-term relationships, which is expected to enhance client loyalty and improve market competitiveness.
- Technology Investment: Ameriprise's emphasis on integrated technology allows Strickoff to leverage advanced tools to streamline operations, thereby enhancing client experience and service efficiency, further solidifying market position.
- Industry Attractiveness: Ameriprise has attracted approximately 1,700 experienced financial advisors over the past five years, demonstrating its strong appeal and growth potential in the industry, which is expected to provide Strickoff and his team with more development opportunities.
See More
Ameriprise Financial Named One of Fortune's Most Innovative Companies for 2026
- Innovative Company Honor: Ameriprise Financial has once again been named to Fortune's 2026 list of 'America's Most Innovative Companies,' reflecting its exceptional performance across product innovation, process innovation, and innovation culture, thereby reinforcing its leadership position in the financial services industry.
- Technological Advantage: Gerard Smyth, Executive Vice President, emphasized that the company's integrated technology capabilities provide a competitive edge by being seamless, secure, and scalable, which enhances customer service efficiency and quality, driving continuous business growth.
- Evaluation Criteria: The selection process, conducted in partnership with Statista, involved surveys of over 30,000 U.S. employees and 3,000 experts across various fields, ensuring a comprehensive and fair assessment that further enhances Ameriprise's brand image.
- Historical Background: Founded in 1894, Ameriprise Financial boasts over 130 years of experience, continuously meeting the diverse needs of individual and institutional investors through extensive investment advice, global asset management capabilities, and insurance solutions.
See More
William Davies to Retire in 2026 After 33 Years at Columbia Threadneedle
- Leadership Transition: William Davies, the global chief investment officer of Columbia Threadneedle Investments, will retire on June 30, 2026, after 33 years, during which he held multiple leadership roles that enhanced the firm's investment performance.
- Interim Succession Plan: Ted Truscott, the current CEO, will serve as interim global chief investment officer starting July 1, 2026, overseeing the investment function to ensure continuity in investment strategies post-Davies' retirement.
- Investment Team Strength: Columbia Threadneedle boasts 550 investment professionals managing $706 billion in assets, with Davies' leadership fostering a strong investment culture and close client relationships, ensuring disciplined investment processes.
- Future Outlook: Truscott emphasized that the investment leadership team possesses high-quality capabilities, enabling them to continue delivering consistent investment outcomes for clients, showcasing the firm's competitiveness and growth potential in the industry.
See More
Ameriprise Financial Receives 2026 Gold Halo Award for Philanthropy
- Halo Award Recognition: Ameriprise Financial has been awarded the 2026 Gold Halo Award for its philanthropic partnership with Angel Foundation™, highlighting the company's commitment to social responsibility through effective financial planning services for cancer patients.
- Financial Care Program Impact: The Financial Care Program by Angel Foundation has served over 1,300 families, providing personalized financial education and planning that alleviates the financial stress associated with cancer, enabling patients to focus more on their health and recovery.
- Volunteer Support: Ameriprise enhances the program's effectiveness by providing pro bono Certified Financial Planner™ volunteers, offering professional financial guidance to cancer patients and their families, which significantly boosts the company's social impact.
- Community Engagement: Ameriprise offers employees eight hours of paid volunteer time annually, with volunteers contributing over 50,000 hours in 2025, demonstrating the company's long-term commitment to community service and enhancing its brand image and customer loyalty.
See More
Ameriprise Financial Reports Strong Q1 Earnings Performance
- Significant Revenue Growth: Ameriprise Financial reported Q1 revenues of $4.77 billion, reflecting a year-over-year increase of 10.8% and exceeding analyst expectations by 2.1%, demonstrating the company's robust performance in the current economic landscape and solidifying its position in the financial services sector.
- Steady Stock Price Increase: Since the earnings report, Ameriprise Financial's stock has risen by 2.2%, currently trading at $469.55, indicating a positive market response to its financial health and boosting investor confidence.
- Strong Industry Performance: The 14 custody bank stocks tracked reported a collective revenue that surpassed analysts' consensus estimates by 2.9% in Q1, highlighting strong demand in asset management and compliance services, which suggests future growth potential for the sector.
- Intensifying Market Competition: Despite facing competitive pressures from both traditional financial institutions and fintech firms, Ameriprise Financial continues to enhance its market share through technological investments and service innovations, ensuring its competitiveness in a rapidly evolving financial environment.
See More
Integrated Partners Acquires City Square Wealth Management from Ameriprise
- Business Expansion: Integrated Partners successfully acquires City Square Wealth Management, which managed $850 million in client assets after about 12 years with Ameriprise Financial, further solidifying Integrated's position in the investment advisory market.
- Team Strength: City Square Wealth Management comprises six advisors and nine support staff, and its business model rooted in trust, thoughtful planning, and enduring client relationships aligns well with Integrated's growth-oriented philosophy.
- Market Competitiveness: Integrated Partners has rapidly expanded in recent years, now boasting 116 offices and over 220 advisors managing more than $25 billion in assets, demonstrating its strong appeal and competitiveness in the industry.
- Strategic Collaboration: Integrated's CPA Alliance collaborates with over 250 CPAs to provide client services and referral opportunities, further enhancing its market appeal and client service capabilities.
See More
Strickoff Financial Services Joins Ameriprise's Atlantic Group
- Team Integration: Strickoff Financial Services has merged with Ameriprise's Atlantic Group, managing nearly $140 million in client assets, aiming to enhance service quality through resource sharing and team collaboration, ensuring long-term business growth.
- Client-First Strategy: Strickoff's decision to partner with Atlantic Group underscores their shared values around client care and long-term relationships, which is expected to enhance client loyalty and improve market competitiveness.
- Technology Investment: Ameriprise's emphasis on integrated technology allows Strickoff to leverage advanced tools to streamline operations, thereby enhancing client experience and service efficiency, further solidifying market position.
- Industry Attractiveness: Ameriprise has attracted approximately 1,700 experienced financial advisors over the past five years, demonstrating its strong appeal and growth potential in the industry, which is expected to provide Strickoff and his team with more development opportunities.
See More
