August 31, 2012

Chinatrust to Acquire Truswell Securities Investment Trust

On August 31, 2012, the Taipei Times reported that the board of Chinatrust Financial Holding Co. had approved plans to purchase a 98.6% stake in Truswell Securities Investment Trust Co, a local fund house, for NT$466 million.

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August 31, 2012

Brompton Funds to Acquire Mutual and Specialty Funds from Creststreet

On August 29, 2012, Brompton Funds Limited and Creststreet Asset Management Limited announced that Brompton will acquire the rights to manage four Creststreet mutual funds and specialty funds for an undisclosed sum.

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August 31, 2012

Manulife Acquires Wellington West Financial Services

On August 29, 2012, Manulife Financial (NYSE: MFC) announced that it will acquire Wellington West Financial Services Inc. for an undisclosed sum.

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August 27, 2012

Fajr Capital Acquires Stake in the MENA Infrastructure Fund

On August 27, 2012, Fajr Capital announced that it had acquired Dubai International Capital’s stake in the MENA Infrastructure Fund for an undisclosed sum.

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August 27, 2012

Qatar Buys 22 Percent Stake in CITIC Capital

On August 22, 2012, Reuters reported that Qatar Holding, a unit of Qatar’s sovereign wealth fund, had purchased a 22% stake in CITIC Capital Holdings, a Chinese investment fund, for an undisclosed sum.

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August 24, 2012

McMorgan’s Managers Buy Company from New York Life

On August 24, 2012, Pensions and Investments reported that the management team of McMorgan & Co., a money management firm, had bought back the company from parent New York Life Investment Management for an undisclosed sum.

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August 24, 2012

Brookfield to Issue CDN$200 Million in Preferred Shares

On August 23, 2012, Brookfield Asset Management Inc. (TSX: BAM.A) announced that it had agreed to issue 8,000,000 Class A Preferred Shares, Series 34 on a bought deal basis to a syndicate of underwriters led by TD Securities Inc., CIBC, RBC Capital Markets and Scotia Capital Inc.  The shares will be sold to the public for CDN$25.00 per share.

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August 23, 2012

Succession Group Acquires Five IFA Firms

On August 23, 2012, Succession Group Ltd, a UK wealth management business, announced that it had completed the acquisition of five independent financial advisor firms.

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August 20, 2012

James Hambro and Calkin Pattinson Merge

On August 16, 2012, James Hambro & Partners LLP announced that it will combine with Calkin Pattinson & Company Ltd.

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August 20, 2012

BOK Financial Acquires The Milestone Group

On August 19, 2012, BOK Financial Corporation (NASDAQ: BOKF) announced that it had acquired Denver, Colorado-based investment adviser The Milestone Group, Inc.

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