November 9, 2012

Lovell Minnick Holdings to Acquire Kanaly Trust

On October 9, 2012, Lovell Minnick Partners LLC announced that it will acquire independent trust company Kanaly Trust, LTA for an undisclosed sum.

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November 9, 2012

Omega Commercial Finance to Acquire USA Tax & Insurance Services

On October 9, 2012, Omega Commercial Finance Corp. announced that it had signed a letter of intent to acquire USA Tax & Insurance Services Inc. for $20 million.

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November 9, 2012

Orange County Bancorp to Purchase Hudson Valley Investment Advisors

On October 20, 2012, Orange County Bancorp announced that it had agreed to purchase Hudson Valley Investment Advisors from Provident New York Bancorp for an undisclosed sum.

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November 9, 2012

Evercore to Acquire Mt. Eden Investment Advisors

On November 7, 2012, Evercore Wealth Management announced that it had agreed to acquire Mt. Eden Investment Advisors for an undisclosed sum.

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November 9, 2012

Rathbones Purchases Taylor Young’s Private Client Business

On November 7, 2012, Reuters announced that U.K.-based Rathbone Brothers had purchased Taylor Young Investment Management’s private client business for an initial £2.6 million plus expected payments of deferred consideration.

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November 7, 2012

Mariner Announces Partnership with RiverPoint Capital

On October 30, 2012 Mariner Wealth Advisors, an independent, national wealth advisory firm, announced that it is partnering with RiverPoint Capital Management, a Cincinnati, Ohio-based advisory firm.

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November 7, 2012

Credit Suisse Forms Asset Management JV with Qatar Holding

On November 6, 2012, Credit Suisse AG and Qatar Holding LLC announced that they had entered into an agreement to form an asset management joint venture, Aventicum Capital Management.

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November 7, 2012

AFH Financial Acquires Chartwell

On October 1, 2012, MoneyMarketing.co.uk reported that AFH Financial Group had acquired Chartwell Associates IFA for £480,000.

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November 5, 2012

Tetragon Financial Group to Acquire Polygon Management L.P.

On October 29, 2012, Tetragon Financial Group Limited (TFG.AS) announced that it had acquired Polygon Management L.P.’s asset management business and infrastructure platform, as well as Polygon’s interests in LCM Asset Management LLC and GreenOak Real Estate, for 11,685,940 non-voting shares in Tetragon.

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November 5, 2012

First Republic to Acquire Luminous Capital

On November 2, 2012, First Republic Bank (NYSE: FRC) announced that Luminous Capital Holdings, LLC will become part of First Republic Investment Management, Inc., a wholly-owned subsidiary of First Republic Bank.

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