August 8, 2011

KPMG Investment Management M&A Monthly

KPMG published the July 2011 edition of its Investment Management M&A Monthly report on activity and news relating to investment manager M&A. To read this publication, please click here.

Continue reading...

August 5, 2011

Envestnet to Acquire TAMP FundQuest

On August 5, 2011 Envestnet, Inc. (NYSE: ENV) announced that it has entered an agreement to acquire turnkey asset management provider FundQuest Inc. for approximately $24.4 million.

Continue reading...

August 4, 2011

Liontrust to Acquire Occam Asset Management

On August 2, 2011, Liontrust Asset Management Plc announced that it had agreed to acquire Occam Asset Management’s fund management business, expanding its business into Asian and emerging markets funds.

Continue reading...

August 4, 2011

Itau Unibanco to Form Chilean JV with Munita, Cruzat & Claro

On August 2, 2011, Reuters.com reported that Brazilian bank Itau Unibanco has signed an agreement to form a Chilean wealth management joint venture with Munita, Cruzat & Claro.

Continue reading...

August 1, 2011

Pacific Life Acquires JPMorgan Chase Pension Advisory Business

On August 1, 2011 Newport Beach, California-based Pacific Life Insurance Company announced that it had acquired JPMorgan Chase’s U.S.-based Pension Advisory Group, which will be renamed Pacific Global Advisors.

Continue reading...

August 1, 2011

Centrepoint to Acquire Outstanding Shares in Ventura

On April 11, 2011, BusinessSpectator.com reported that Centrepoint Alliance (ASX:CAF) sought to boost its 17% stake in Ventura Investment Management by acquiring all of its outstanding shares, with court and shareholder approval of the transaction reportedly obtained as of August 1, 2011.

Continue reading...

Menu