May 29, 2015

Aberdeen to Acquire FLAG Capital Management

On May 27, 2015, Aberdeen Asset Management PLC announced that it had reached an agreement to acquire private equity and real estate asset manager FLAG Capital Management LLC.

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May 27, 2015

Fortress and Mount Kellett Capital to Form Strategic Alliance

On May 22, 2015, Fortress Investment Group LLC announced that it had reached an agreement with Kellett Capital Management LP to make affiliates of Fortress Investment Group LLC co-managers of certain Mount Kellett investment funds.

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May 22, 2015

Savant Capital Management Acquires Orion Capital

On May 21, 2015, Savant Capital Management announced that it had acquired Orion Capital Management.

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May 22, 2015

Millennium BCP Completes Sale of Asset Management Unit

On May 18, 2015, Millennium BCP announced that it had completed the sale of Millennium bcp Gestão de Activos – Sociedade Gestora de Fundos de Investimento, S.A. (“MGA”) to Corretaje e Informacón Monetária y de Divisas, S.A. (“CIMD Group”).

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May 22, 2015

Harwood Capital Buys Wellian

On May 19, 2015, Investment Week reported that Harwood Capital Management bought rival wealth manager Wellian Investment Solutions.

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May 15, 2015

Coupland Cardiff Acquires Stone Drum Asian Small-Cap Strategy

On May 15, 2015, FINalternatives reported that Coupland Cardiff Asset Management had acquired Stone Drum Asia Focus Fund.

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May 15, 2015

Blackstone Group LP Purchases Minority Interest in Magnetar Capital Partners

On May 14, 2015, Bloomberg reported that Blackstone Group LP bought a minority stake in Illinois-based Magnetar Capital Partners.

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May 14, 2015

Tavistock Acquires Duchy Independent Financial Advisers

On May 6, 2015 Tavistock Investments PLC, an AIM-listed financial services group, acquired Cornwall-based Duchy Independent Financial Advisers for £350,000.

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May 14, 2015

FolioMetrix and American Independence to merge

On May 12, 2015, FoilioMetrix LLC announced that it will merge with American Independence Financial Services, LLC to create a new company called RiskX Investments, LLC.

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May 12, 2015

Wunderlich Acquires Fiduciary Financial Services of the Southwest

On May 1, 2015 Wunderlich Investment Company, a full service broker/dealer headquartered in Memphis, Tennessee, announced that it had acquired Fiduciary Financial Services of the Southwest, a privately-held independent investment advisory firm based in Dallas, Texas.

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