June 30, 2010
Creating, Measuring and Unlocking Enterprise Value in a Wealth Manager
Mark Hurley and his colleagues at Fiduciary Network issued a June 2010 White Paper entitled “Creating, Measuring and Unlocking Enterprise Value in a Wealth Manager.” To read this white paper, please click here.
June 24, 2010
RS Investments Acquires Oak Value Capital
RS Investments announced that it has entered into an agreement to acquire the business and portfolio management team of Oak Value Capital Management, adviser to the Oak Value Fund
June 23, 2010
AdvisorShares Partners with Cambria to Develop ETF
AdvisorShares Investments announced a partnership with Cambria Investment Management to create a GTAA strategy in an actively managed ETF.
June 23, 2010
Northern Lights Invests in Aldenwood Group
Northern Lights Capital Group announced the acquisition of a minority equity interest in The Aldenwood Group, which specializes in private equity secondary investments.
June 23, 2010
BMB Group Invests in Alliance Capital Partners
The BMB Group announced an investment in Alliance Capital Partners to create BMB Alliance, a pan-European real estate investment manager
June 23, 2010
Event – June 23, 2010 Current trends in asset management mergers and acquisitions
PriceWaterhouseCoopers is hosting a webcast on June 23, 2010 from 12:30 pm – 2:00 pm entitled "Current trends in asset management mergers and acquisitions" featuring Gary Tillett, the leader of PWC's Financial Services Mergers and Acquisitions group. For more information, please click here.
June 22, 2010
Schroders acquires a minority stake in RWC Partners
Schroders plc announced the acquisition of 49% of hedge fund manager RWC Partners.
June 21, 2010
RHJ International acquires KBC Asset Management Limited (Dublin)
RHJ International has agreed to acquire institutional manager KBC Asset Management Limited (Dublin) from KBC Management N.V. for approximately $29 million.
June 18, 2010
BNY Mellon Agrees to Purchase I(3) Advisors of Toronto
BNY Mellon announced that it has entered into an agreement to purchase independent wealth advisory company I(3) Advisors of Toronto.
June 17, 2010
Event – June 17, 2010 Understanding and Driving Value for Your Firm
Charles Schwab, with sponsor Turner Investment Partners and Alliance Global, is sponsoring an event on June 17, 2010 from 8:30 am – 11:30 am EST in New York City on optimizing the value of independent investment advisory firms featuring Gabriel Garcia of Charles Schwab and Elizabeth Nesvold of Silver Lane Advisors. For…