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.

Continue reading...

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

Continue reading...

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.

Continue reading...

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.

Continue reading...

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

Continue reading...

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.

Continue reading...

June 22, 2010

Schroders acquires a minority stake in RWC Partners

Schroders plc announced the acquisition of 49% of hedge fund manager RWC Partners.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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…

Continue reading...

Menu