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.
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.
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.
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.
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.
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.
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.
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.
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.
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.