November 11, 2015

Aspiriant and Hokanson Associates to Merge

On November 10, 2015, Aspiriant LLC announced that it had entered into a merger agreement with Hokanson Associates Inc.

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November 11, 2015

Julius Baer Acquires Fransad Gestion

On November 3, 2015, Julius Baer Group Ltd. announced that it had acquired independent wealth manager Fransad Gestion SA.

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November 5, 2015

Silver Lane Advisors–Have Roboadvisors Jumped the Shark?

On October 28, 2015, Silver Lane Advisors published a white paper titled “Have Roboadvisors Jumped the Shark?” on the future of automated advisors and their role in the financial services industry.

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November 5, 2015

MB Financial to Acquire MSA Holdings MainStreet and Cambium

On October 28, 2015, MB Financial Bank, N.A. announced that it had entered into an agreement to acquire MSA Holdings, LLC and its wholly-owned subsidiaries MainStreet Investment Advisors, LLC and Cambium Asset Management, LLC.

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November 5, 2015

WisdomTree to Acquire GreenHaven Commodity Funds

On October 30, 2015, WisdomTree Investments, Inc. announced it entered into an agreement to acquire GreenHaven Commodity Services, LLC and GreenHaven Coal Services, LLC.

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November 4, 2015

HSBC to Sell Bermuda Private Banking and Trust Operations

On October 27, 2015, HSBC Bank Bermuda Limited entered into an agreement to sell Bermuda Trust Company Ltd, along with its Private Banking investment management operations in Bermuda, to The Bank of N.T. Butterfield & Son Limited.

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November 2, 2015

AZ Next Generation to Acquire Wise Planners

On October 20, 2015, AZ Next Generation Advisory Pty. Ltd. announced it had signed a binding agreement to acquire 51% of the capital of Wise Planners.

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November 2, 2015

NorthStar to Acquire Majority Stake in The Townsend Group

On October 15, 2015, NorthStar Asset Management Group Inc. announced that it had entered into a definitive agreement to acquire an approximately 85% interest in The Townsend Group.

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