Columbia Threadneedle Global CIO William Davies to retire June 30; CEO Truscott interim

AMERIPRISE FINANCIAL INC

William Davies retires after 33 years at firm, effective June 30, 2026.
CEO Ted Truscott will serve as interim global CIO from July 1 until successor named.
Truscott previously served as CIO for seven years before becoming CEO in 2010.
Columbia Threadneedle manages $706 billion in assets as of March 31, 2026.

item 5.02 item 7.01 item 9.01

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Departed

William Davies

Executive Vice President and Global Chief Investment Officer

AMP · AMERIPRISE FINANCIAL INC

Effective: 2026-06-30
Filed: May 20, 2026, 4:05 PM ET

On May 20, 2026, Ameriprise Financial, Inc. (the “Company”) announced that William Davies, Executive Vice President and Global Chief Investment Officer, has made the decision to retire from the Company on June 30, 2026.

Key facts

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Executive change SEC 8-K Item 5.02 confidence 0.95

William Davies departed as Executive Vice President and Global Chief Investment Officer at AMERIPRISE FINANCIAL INC.

Action: retire
Role: Executive Vice President and Global Chief Investment Officer

Exact text from the filing

On May 20, 2026, Ameriprise Financial, Inc. (the “Company”) announced that William Davies, Executive Vice President and Global Chief Investment Officer, has made the decision to retire from the Company on June 30, 2026.

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AMERIPRISE FINANCIAL INC filing history →

Source: SEC EDGAR

accession 0001104659-26-064493

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