September 18, 2013

Centum to Acquire Controlling Stake in Genesis Kenya

On September 16, 2013, Centum Investment Company Limited announced that it will acquire a controlling interest of up to 73.35% in Genesis Kenya Investment Management.

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September 16, 2013

Banc of California Acquires The Palisades Group

On September 16, 2013, The Banc of California, Inc. (NASDAQ: BANC) announced that it had completed its acquisition of The Palisades Group, LLC, an investment adviser specializing in residential mortgage loans.

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September 16, 2013

Nationwide Acquires 17 Funds from HighMark Capital

On September 16, 2013, Nationwide Financial Services Inc. announced that it had completed its acquisition of 17 equity and fixed income mutual funds from HighMark Capital Management, Inc.

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September 16, 2013

Richardson GMP to Acquire Macquarie Private Wealth

On September 9, 2013, Richardson GMP Limited, Canada’s largest wealth management firm, announced that it will acquire Macquarie Group’s Canadian retail business, Macquarie Private Wealth Inc., for approximately $132 million.

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September 13, 2013

U.S. Capital Advisors to Acquire Condera

On September 10, 2013, U. S. Capital Advisors LLC announced that it had agreed to acquire Texas-based boutique advisory firm Condera Advisors.

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September 9, 2013

Citi Venture Capital International To Combine with Rohatyn Group

On September 3, 2013, Citi Venture Capital International announced that it will combine with The Rohatyn Group to form an emerging markets asset management company that will continue to operate as The Rohatyn Group. 

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September 9, 2013

Attivo Group Acquires Clients of Valiant Financial

On September 6, 2013, Citiwire reported that Attivo Group, a Cheltenham-based wealth management firm, had acquired the clients of Valiant Financial Consultants.

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September 5, 2013

Religare to Acquire Macquarie’s Stake in Wealth Management Joint Venture

On September 2, 2013, Religare Enterprises Limited announced that it will acquire Macquarie’s stake in the parties’ wealth management joint venture, Religare Macquarie Wealth Management Limited.  The joint venture was formed in 2007 to serve high-net worth individuals in India. 

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September 5, 2013

Genworth Financial Completes Sale to Aquiline Capital and Genstar Capital

On September 3, 2013, Genworth Financial Wealth Management announced that it has completed the sale of the business, by Genworth Financial, Inc. (NYSE: GNW), to a partnership of Aquiline Capital Partners and Genstar Capital. 

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September 5, 2013

Affin Holdings In Exclusive Talks to Purchase Hwang-DBS Assets

On September 4, 2013, Bloomberg reported that Affin Holdings has been selected ahead of other bidders to join exclusive talks to acquire the investment banking and fund management assets of Hwang-DBS (Malaysia), according to regulatory filings made by the parties.

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