August 23, 2019

Assured Guaranty to Acquire BlueMountain

On August 7, 2019, Assured Guaranty Ltd. announced an agreement to acquire BlueMountain Capital Management, LLC.

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August 19, 2019

Sandler O’Neill Monthly Asset Management Report – July 2019

Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for July 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.

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August 16, 2019

Charles Schwab to Acquire USAA’s Wealth Management Business

On July 25, 2019, The Charles Schwab Corporation announced it had entered into an agreement to acquire the assets of the United Services Automobile Association’s Investment Management Company.

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August 15, 2019

Schroders Acquires Majority Stake in BlueOrchard

On July 26, 2019, BlueOrchard Finance Limited announced an agreement for Schroders plc to acquire a majority stake in the firm. Continue reading “Schroders Acquires Majority Stake in BlueOrchard”

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August 12, 2019

Sprott to Acquire Tocqueville Gold Strategy Business

On August 7, 2019, Sprott Inc. announced it had agreed to acquire the gold strategy asset management business of Seward & Kissel client Tocqueville Asset Management L.P.

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August 9, 2019

Grupo Mutua Acquires Stake in Cygnus Asset Management

On July 26, 2019, Cygnus Asset Management SGIIC, SA announced that Grupo Mutua Madrileña would be acquiring a 20% stake in the firm.

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August 5, 2019

Kudu Acquires Minority Stake in First Long Island Investors

On July 29, 2019, Kudu Investment Management, LLC announced it had acquired a minority stake in Seward & Kissel client First Long Island Investors, LLC.

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August 2, 2019

Colony Capital Acquires Digital Bridge Holdings

On July 25, 2019, Colony Capital, Inc. announced that it had acquired Digital Bridge Holdings LLC.

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July 29, 2019

Sandler O’Neill Monthly Asset Management Report – June 2019

Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for June 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.

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July 29, 2019

Berkshire Global Advisors Q2 Wealth Industry Review

Berkshire Global Advisors issued its 2019 Q2 newsletter, “As Global Economy Slows, Central Banks Reverse Course,” on the investment management and securities industries. To read the report, please click here.

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