June 29, 2015

Stifel to Acquire Barclays Wealth Americas

On June 8, 2015, St. Louis-based brokerage firm, Stifel Financial Corp. announced that it had entered into a definitive agreement to acquire Barclays’ Wealth and Investment Management, Americas.

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June 25, 2015

Salient Partners Acquires Forward Management

On June 10, 2015, Salient Partners L.P. announced that it had completed its acquisition of San Francisco-based asset management firm Forward Management, LLC.

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June 25, 2015

Société Générale and Crédit Agricole Announce Plan for Amundi IPO

On June 17, 2015, Société Générale and Crédit Agricole SA announced their decision to launch an initial public offering of their joint subsidiary, Amundi.

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June 22, 2015

First Republic Acquires Constellation Wealth Advisors

On June 17, 2015, First Republic Investment Management Inc. announced its acquisition of Constellation Wealth Advisors LLC, an independent multi-family investment office.

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June 19, 2015

BlackRock to Acquire Infraestructura Institucional

On June 12, 2015, BlackRock, Inc. announced that it had entered into a definitive agreement to acquire Mexico’s infrastructure investment firm Infraestructura Institucional.

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June 19, 2015

LPL Financial Adds Advantage Wealth Advisors to Broker-Dealer Platform

On June 11, 2015, LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., announced that Advantage Wealth Advisors has transitioned to its broker-dealer and corporate Registered Investment Advisors platform.

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June 19, 2015

Columbia Pacific Acquires Kibble & Prentice

On May 11, 2015, Columbia Pacific Wealth Management announced that it had acquired Kibble & Prentice Private Investment Advisory Group.

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June 12, 2015

Henderson Group Acquires Perennial

On June 2, 2015, Henderson Group, plc., a global investment management firm, announced that it had purchased Perennial Fixed Interest Partners and Perennial Growth Management, two boutique fund managers based in Australia.

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June 12, 2015

Hunt Companies Invests in Amber Infrastructure Group

On June 2, 2015, Hunt Companies, Inc., through its wholly-owned subsidiaries, announced that it had completed an investment in Amber Infrastructure Group Holdings Limited, an asset manager focusing on infrastructure, utilities transportation and renewable energy.

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June 10, 2015

Washington Trust Agrees to Acquire Halsey Associates

On June 2, 2015, Washington Trust Bancorp, Inc., a bank holding company, announced that it agreed to acquire Halsey Associates, Inc., an investment advisory firm based in New Haven, Connecticut.

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