May 25, 2009

Julius Baer to Acquire Alpha SIM

Julius Baer announced it has entered into an agreement to acquire Milan based Alpha SIM.

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May 15, 2009

Nedbank to Acquire Joint Ventures from Old Mutual

Nedbank Group Ltd. (JSE: NED) has executed agreements to acquire three wealth management joint ventures from its joint venture partner, Old Mutual plc (LSE: OML), in exchange for Old Mutual taking an increased holding in Nedbank.

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May 11, 2009

ICV Capital Leads Investment in The PFM Group

ICV Capital, a private investment firm focused on investments in lower middle market companies, was joined by the Michigan Employees Retirement System Opportunity Fund, LP to acquire a majority stake in the PFM Group, a leading financial and investment advisor to state and local governments and not-for-profit institutions.

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