May 27, 2016

Hartford Funds to Acquire Lattice Strategies

On May 18, 2016, Hartford Funds announced that it had agreed to acquire Lattice Strategies, an investment management firm based in San Francisco.

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May 26, 2016

GAM Holding to Acquire Taube Hodson Stonex

On May 16, 2016, GAM Holding AG announced that it will acquire Taube Hodson Stonex, a UK-based global equity investment firm.

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May 26, 2016

John Hancock to Acquire Transamerica Financial Advisors’ Assets

On May 16, 2016, John Hancock Financial Network, Inc., a distribution channel of John Hancock, announced completion of its acquisition of certain assets of Transamerica Financial Advisors, Inc.

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May 20, 2016

Nikko Announces Business Cooperation with Legal & General

On May 11, 2016, Nikko Asset Management announced that it had signed a business cooperation agreement with Legal & General Investment Management.

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May 20, 2016

Schroders to Add Credit Team from Brookfield

On May 16, 2016, Bloomberg reported that Schroders Plc is adding a group of almost a dozen people from Brookfield Investment Management to its asset-backed securities team in New York.

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May 19, 2016

StepStone Group to Strategically Partner with Swiss Capital

On May 12, 2016, StepStone Group LP announced that it will partner with Swiss Capital Alternative Investments AG.

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May 18, 2016

Aegon to Acquire BlackRock’s UK Pension Business

On May 3, 2016, Aegon announced that it will acquire BlackRock’s UK defined contribution pension business.

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May 16, 2016

Columbia Threadneedle Will Acquire Emerging Global Advisors

On May 11, 2016, Columbia Threadneedle Investments announced that it will acquire Seward & Kissel client Emerging Global Advisors, a registered investment advisor based in New York.

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May 16, 2016

Hennessy Advisors to Purchase Assets of Westport Funds

On May 2, 2016, Hennessy Advisors, Inc. announced a definitive agreement to purchase the assets related to the management of The Westport Funds from Westport Advisers, LLC. The Westport Funds currently manage approximately $640 million of assets.

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May 13, 2016

Handelsbanken acquires wealth manager Optimix

On April 20, 2016, Handelsbanken announced that it had acquired the Dutch wealth management company Optimix Vermogensbeheer N.V.

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