March 30, 2015

Union Bancaire Privée To Acquire Coutts from RBS

On March 27, 2015, Union Bancaire Privée announced that it had reached an agreement to acquire Coutts, the Royal Bank of Scotland’s International Private Banking and Wealth Management business.

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March 27, 2015

Genstar Capital to Acquire Majority Interest in Mercer Advisors

On March 25, 2015, Genstar Capital announced that it had agreed to acquire a majority interest in Mercer Advisors from Lovell Minnick Partners.

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March 27, 2015

Vontobel to Acquire Majority Interest in TwentyFour Asset Management

On March 25, 2015, Vontobel Asset Management announced that it had reached an agreement to acquire a sixty percent interest in TwentyFour Asset Management.

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March 23, 2015

Federated’s Ohio Municipal Cash Trust to Acquire Assets from Touchstone Ohio Tax-Free Money Market Fund

On March 20, 2015, Federated Investors, Inc. entered into an agreement to acquire certain assets relating to Touchstone Advisors, Inc.’s Touchstone Ohio Tax-Free Money Market

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March 23, 2015

Beacon Pointe Advisors Acquires Albert Heeg Investment Management

On March 19, 2015, the Insurance Journal reported that California-based Beacon Pointe Advisors acquired California-based Albert Heeg Investment Management Co.

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March 20, 2015

Cordea Savills to Acquire SEB Asset Management

On March 19, 2015, Cordea Savills announced that it had reached an agreement to acquire SEB Asset Management AG for up to EUR 21.5 million in cash.

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March 20, 2015

Peapack-Gladstone to Acquire Wealth Management Consultants, (NJ)

On March 19, 2015, Peapack-Gladstone Financial Corporation announced that it had reached an agreement to acquire Wealth Management Consultants (NJ), LLC.

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March 19, 2015

Jana Partners Sells 20% Stake to Dyal Capital

On March 18, 2015 the Dyal Capital Partners unit of investment manager Neuberger Berman bought a 20% stake in hedge-fund firm Jana Partners.

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March 16, 2015

Bellpenny Completes £330 million Purchase of IFA

On March 16, 2015, Financial Reporter reported that UK national wealth manager Bellpenny had acquired IFA Legal & Professional Services Limited.

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March 16, 2015

StanCorp to sell Private Client Wealth Management Business assets

On February 26, 2015, StanCorp Financial Group Inc. reported in its Form 10-K that it had reached an agreement in January to sell certain assets of its private client wealth management business to an undisclosed buyer.

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