December 31, 2014

NestEgg Acquired by Vanare

On December 18, 2014, NestEgg Wealth reported that it had been acquired by Vanare, a next-generation wealth management technology platform for investment advisors.

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December 29, 2014

Resource America Makes Strategic Investment in Pearlmark

On December 24, 2014, Resource America, Inc. announced that it formed a 50/50 joint venture with Pearlmark Real Estate Partners LLC to expand its real estate asset management operations.

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December 29, 2014

AMG Increases its Investment in AQR Capital Management

On December 17, 2014, Affiliated Managers Group announced that it agreed to meaningfully increase its minority investment in AQR Capital Management LLC.

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December 24, 2014

Azimut Acquires AZ Global Portföy

On December 22, 2014, Azimut completed the full acquisition of the Turkish independent asset management company AZ Global Portföy Yönetimi A.Ş.

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December 19, 2014

United Capital Acquires Ellis & Ellis

On December 19, 2014, the Houston Business Journal reported that California-based United Capital had acquired Ellis & Ellis Private Wealth Advisory.

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December 19, 2014

Aegon and La Banque Postale Discuss Asset Management Partnership

On December 18, 2014, Aegon announced that it had entered into exclusive talks with La Banque Postale to form a strategic asset management partnership in France.

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December 19, 2014

RIT Capital Partners to Acquire GVO Investment Management

On December 19, 2014, RIT Capital Partners plc, an investment trust listed on the London Stock Exchange, announced that it had agreed to acquire London-based specialist fund manager GVO Investment Management Limited.

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December 17, 2014

Man Group to Acquire Silvermine Capital Management

On December 17, 2014, Man Group announced that it had entered into an agreement to acquire Silvermine Capital Management LLC.

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December 15, 2014

Swiss Bank ZKB to Acquire Asset Manager Swisscanto

Switzerland’s Zuercher Kantonalbank plans to acquire asset manager Swisscanto Group for CHF 360.3 million.

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December 8, 2014

Man Group to Acquire Merrill Lynch’s Fund of Hedge Funds

On December 8, 2014, Man Group plc announced that it had reached an agreement with Merrill Lynch Alternative Investments LLC to acquire the contracts to manage a portfolio of multi-strategy and strategy-focused fund of hedge funds.

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