March 26, 2012

UBS and Standard Chartered Purchase China Cinda Stake

On March 16, 2012, Reuters reported that China Cinda Asset Management announced it had raised $1.6 billion from four strategic investors, including UBS (UBSN.VX) and Standard Chartered (STAN.L), in advance of its IPO.

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March 26, 2012

AMG Wealth Partners to Invest in Veritable

On March 20, 2012, Affiliated Managers Group, Inc. (NYSE: AMG) announced that its subsidiary, AMG Wealth Partners, had agreed to acquire an equity interest in wealth management firm Veritable, LP.

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March 26, 2012

Royal Bank of Canada Acquires Offshore Coutts Units from RBS

On March 20, 2012, Royal Bank of Canada (NYSE,TSX: RY) announced that its global wealth division will acquire the Latin American, Caribbean, and African private banking business of Coutts, the wealth division of Royal Bank of Scotland Group.

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March 23, 2012

Financial Advisor Mergers & Acquisitions

Tiburon Strategic Advisors in March 2012 released a research report entitled “Financial Advisor Mergers & Acquisitions:  Succession Planning, Firm Valuations, & the Growing Acquisition Market.”  For information on how to obtain this research, please click here.

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March 19, 2012

Institutional, regulatory pressures pushing hedge fund sector toward consolidation

This March 16, 2012 article by Matt Blumenfeld in SNLFinancial discusses factors that may trigger increased consolidation among hedge funds and other wealth managers. To read this article, please click here (PDF reader required).

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March 16, 2012

Intralinks Quarterly Review of Trends in the Global M&A Market

On March 6, 2012, Intralinks issued this report analyzing M&A market trends reflected in data from the fourth quarter of 2011. To read this report, please click here (PDF reader required).

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March 16, 2012

In M&A Game, US Asset Managers Look to English Channels

This March 13, 2012 article by Thomas Mason in SNLFinancial comments on an M&A trend reflected by the fact that U.S.-based asset managers acquired six London-based asset managers in 2011, three times as many such deals as in the previous year. To read this article,…

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March 16, 2012

Natixis Capital Partners Becomes Captiva After MBO

On February 29, 2012, Captiva Capital Management announced that the management team of Natixis Capital Partners had concluded a management buy-out and will operate independently under the Captiva name.

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March 15, 2012

Orange and Publicis to Launch European VC Fund

On March 12, 2012, France Télécom-Orange and Publicis Group announced that they will partner with Iris Capital Management to seed a €300 million venture capital fund, OP Ventures Growth, targeting the European digital economy.

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March 15, 2012

Liontrust to Acquire Walker Crips

On March 13, 2012, Liontrust Asset Management Plc announced hat it had reached an agreement to acquire the entire issued share capital of Walker Crips Asset Managers Limited for approximately £12.3 

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