January 28, 2015

AMG Wealth to Acquire Majority Stake in Baker Street Advisors

On January 27, 2015, AMG Wealth Partners, a subsidiary of Affiliated Managers Group (NYSE: AMG), announced that it had entered into an agreement to acquire a majority equity interest in Baker Street Advisors.  

Continue reading...

January 26, 2015

JLT Ireland To Acquire Liberty Asset Management

On January 5, 2015, Jardine Lloyd Thompson Ireland Holdings Ltd announced that it had agreed to acquire Liberty Asset Management Limited, a specialist in providing advice to companies and trustee boards on employee benefit arrangements and individuals on wealth management solutions.

Continue reading...

January 26, 2015

Keel Point Merges with BlueCreek

On January 6, 2015, Keel Point, LLC and BlueCreek Investment Partners, LLC announced the merger of their boutique wealth management firms.

Continue reading...

January 26, 2015

Ares Management Acquires Energy Investors Funds

On January 9, 2015, Ares Management, L.P. announced that it had completed its acquisition of Energy Investors Funds.

Continue reading...

January 21, 2015

PIMCO to Extend Partnership with Research Affiliates

On January 8, 2015, PIMCO announced that it is extending its longstanding partnership with Research Affiliates, LLC to include a global range of seven additional equity strategies.

Continue reading...

January 21, 2015

Tavistock to Acquire Standard Financial Group

On January 19, 2015, Tavistock Group plc announced that it had entered into an agreement to acquire Standard Financial Group Limited, the holding company of a financial advisory business.

Continue reading...

January 21, 2015

Weinberg Capital Partners Acquires Captiva’s French Operations

On January 15, 2015, Weinberg Capital Partners announced that it had acquired the French operations of Paris-based Captiva Capital Management.

Continue reading...

January 21, 2015

Belgium’s Bank Degroof and Petercam To Merge

On January 20, 2015, Belgium’s Bank Degroof announced that it had signed a memorandum of understanding to merge with Belgium’s Petercam.

Continue reading...

January 21, 2015

Situs Strategic Partnership with Stone Point Capital

On January 6, 2015, Situs, a Houston-based provider of commercial real estate advisory services and related integrated process and technology solutions, announced that it had agreed to be acquired by funds managed by Stone Point Capital LLC.

Continue reading...

January 16, 2015

Westwood Holding to Acquire Woodway Financial Advisers

On January 15, 2015, Westwood Holdings Group announced that it had reached an agreement to acquire Woodway Financial Advisers, a private wealth and trust company based in Houston, Texas.

Continue reading...

Menu