---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-064493"
form_type: "8-K"
ticker: "AMP"
cik: "0000820027"
company_name: "AMERIPRISE FINANCIAL INC"
filed_at: "2026-05-20T20:05:27+00:00"
generated_at: "2026-05-20T21:44:12.748448+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-064493
- form_type: 8-K
- ticker: AMP
- cik: 0000820027
- company_name: AMERIPRISE FINANCIAL INC
- filed_at: 2026-05-20T20:05:27+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/820027/000110465926064493/0001104659-26-064493-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/820027/000110465926064493/tm2615151d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-064493
- JSON: https://secwatch.observer/filing/0001104659-26-064493.json
- Plain text: https://secwatch.observer/filing/0001104659-26-064493.txt

## Key facts
- Executive change
  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
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/820027/000110465926064493/0001104659-26-064493-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.