February 25, 2015

Merger of Business Activities of Notenstein Private Bank and Bank La Rou

On February 13, 2015, Notenstein Private Bank Ltd., a wealth management firm based in St. Gallen Switzerland, acquired the client relationships and staff of Bank La Roche & Co. Ltd., a private bank based in Basel.

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February 23, 2015

AFH Acquires K.L. Plester Financial Services

On February 10, 2015, AFH Financial Group plc (LON: AFHP) announced that it had acquired U.K.-based K.L. Plester Financial Services Holdings Limited.

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February 20, 2015

LPL Financial Adds Wellspring Advisor Group to Platform

On February 9, 2015, LPL Financial LLC, an independent broker-dealer and registered investment advisor custodian, announced that Wellspring Advisor Group, LLC had joined its broker-dealer platform.

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February 20, 2015

Man Group Acquires Investment Management Business of NewSmith

On February 20, 2015, Man Group plc announced that it had entered into a conditional agreement to acquire the investment management business of NewSmith LLP, an equity investment manager with $1.2 billion of funds under management.

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February 13, 2015

Amundi Completes Acquisition of BAWAG P.S.K. Invest

On February 10, 2015, BAWAG announced that it had closed on the sale of its asset management unit to Amundi.

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February 13, 2015

Fiera Capital to Acquire Samson Capital Advisors

On February 11, 2015, Fiera Capital Corp. announced that it had reached an agreement to acquire Samson Capital Advisors for approximately $33.5 million.

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February 13, 2015

B. Riley Financial Acquires MK Capital Advisors

On February 2, 2015, B. Riley Financial, a Los Angeles based financial services and solutions company, announced that it had acquired MK Capital Advisors, a New York-based Registered Investment Advisor.

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February 12, 2015

Post-City National, big buyers could look closer at banks like Boston Private

This February 10, 2015 article by Kiah Lau Haslett in SNL Financial discusses M&A trends involving banks with wealth management operations, quoting Seward & Kissel partner Jim Abbott and Silver Lane Advisors managing director Jeffrey Brand.  To read this article, please Click Here (pdf reader…

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February 9, 2015

Standard Life to Acquire Pearson Jones

On February 6, 2015, Standard Life announced that it had entered into an agreement with Skipton Building Society to purchase Pearson Jones.

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February 9, 2015

Towry to Buy Ashcourt Rowan

On February 2, 2015, Ashcourt Rowan announced that it had reached an agreement with Towry to sell all of its issued and to be issued share capital to Towry.

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