April 30, 2014

Goldman Sachs to Acquire Westpeak Global Advisors

On April 22, 2014, Goldman Sachs Asset Management announced that it will acquire Westpeak Global Advisors, a smart beta business.  Goldman Sachs Asset Management also announced the launch of the Advanced Beta Strategies platform, which will include Westpeak, and a range of liquid alternative beta strategies.

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April 30, 2014

Rothschild and Larch Lane Advisors Announce Joint Venture

On April 24, 2014, Rothschild Asset Management and Larch Lane Advisors announced a new joint venture, Rothschild Larch Lane Management Company, which will act as investment advisor for a new multi-manager liquid alternatives 40 Act fund.

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April 30, 2014

Hansberger Growth Team Joins Madison Asset Management

On April 22, 2014, Madison Asset Management, an asset manager based in Madison, Wisconsin, announced that it will partner with the international growth equity team of Hansberger Global Investors, Inc.  This management team will operate as an affiliate of Madison and will be called Hansberger Growth Investors, L.P.

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April 24, 2014

Ares Management Announces Details of IPO

On April 22, 2014, Bloomberg reported that Ares Management is seeking to raise as much as $418.4 million in its initial public offering.  Ares is offering 18.2 million shares for a price estimated in the range of $21-$23 per share.

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April 24, 2014

TIAA-CREF to Acquire Nuveen Investments

On April 14, 2014, TIAA-CREF announced that it will acquire Nuveen Investments, a diversified investment manager for $6.25 billion, including Nuveen’s outstanding debt.  The acquisition is expected to be completed by the end of 2014.

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April 24, 2014

Mariner Wealth Advisors Acquirers Housen Financial Group

On April 21, 2014, Mariner Wealth Advisors announced that it will acquire a majority interest in Housen Financial Group, a New Jersey-based wealth management firm.

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April 21, 2014

City Financial to Acquire Iveagh

On April 14, 2014, Investment Week reported that City Financial had agreed to acquire Guinness family office fund manager Iveagh.

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April 21, 2014

Brooks Macdonald Acquires DPZ Capital

On April 14, 2014 Brooks Macdonald Group PLC (LSE:BRK) announced that it had acquired Jersey-based wealth manager DPZ Capital Ltd.

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April 18, 2014

Fortress Wealth Advisors Joins Securities America

On April 17, 2014 Fortress Wealth Advisors of Omaha, Nebraska announced that it had joined Securities America, a wholly-owned subsidiary of Ladenburg Thalmann (NYSE:LTS).

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April 17, 2014

Victory Capital to Acquire Munder Capital

On April 16, 2014, Victory Capital Management announced that it will acquire Munder Capital Management.

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