March 31, 2016

Brooks Macdonald forms alliance with Castlegate

On March 31, 2016, Brooks Macdonald Asset Management Limited announced that it has formed a strategic alliance with Castlegate Financial Management Limited.

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March 31, 2016

Advisors Asset Management and Rothschild in strategic partnership

On March 30, 2016, Advisors Asset Management announced a strategic partnership with Rothschild Asset Management Inc.

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March 28, 2016

Mercer Advisors and Kanaly Trust to Merge

On March 28, 2016, Mercer Advisors and Kanaly Trust announced a definitive agreement to merge, which will on completion create one of the largest independent wealth managers in the United States.

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March 24, 2016

Fiera Capital and Aquila Infrastructure Form JV

On March 22, 2016, Fiera Capital Corporation announced the formation of a JV with Aquila Infrastructure Management Inc.

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March 24, 2016

1825 to Acquire Munro Partnership Limited

On March 21, 2016, 1825, Standard Life’s wholly-owned financial planning subsidiary, announced that it had signed an agreement to acquire Munro Partnership Limited.

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March 23, 2016

Hildene Leveraged Credit to Sell CLOs to Fortress

On March 18, 2016, Hildene Leveraged Credit and Fortress Investment Group announced that an affiliate of Fortress Investment Group will purchase CLOs from Hildene Leveraged Credit.

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March 21, 2016

Bellevue Group to acquire StarCapital AG

On February 23, 2016, Bellevue Group announced it will acquire StarCapital AG, a German-based asset manager with CHF 2.5 billion in assets under management.

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March 18, 2016

Aspect Capital Acquires Auriel Capital

On March 9, 2016, Aspect Capital announced its acquisition of Auriel Capital Management, a hedge fund manager with expertise in currency trading and macro-economic investment strategies.

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March 17, 2016

50 South Capital Will Acquire Aurora Investment Management

On March 2, 2016, 50 South Capital Advisors, LLC announced that will acquire the investment management business of Aurora Investment Management LLC.

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March 17, 2016

Societe Generale Will Acquire Kleinwort Benson Affiliates

On March 15, 2016, Societe Generale announced that it had signed an agreement to acquire Kleinwort Benson Limited and Kleinwort Benson Channel Islands Holdings Limited from Oddo & Cie.

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