July 29, 2016
ORIX USA Acquires Boston Financial
On July 7, 2016, ORIX USA announced the completion of its acquisition of Boston Financial Investment Management LP.
July 28, 2016
People’s Securities to acquire Gerstein Fisher
On July 21, 2016, People's United Bank, N.A. announced that its subsidiary, People’s Securities, Inc., will acquire New York-based asset manager Gerstein Fisher.
July 28, 2016
Boston Advisors to Acquire Weyland Capital Management
On July 25, 2016, Boston Advisors LLC announced that it had entered into an agreement to acquire the assets of New Hampshire-based investment advisor Weyland Capital Management LLC.
July 26, 2016
American Beacon invests in ARK Investment Management
On July 14, 2016, American Beacon Advisors, Inc. completed a minority investment in ARK Investment Management LLC.
July 22, 2016
NorthStar and Colony Capital to Merge
On June 3, 2016, NorthStar Asset Management Group Inc., Colony Capital, Inc., and NorthStar Realty Finance announced that they have entered into a definitive merger agreement.
July 22, 2016
Berkshire Capital 2016 Mid-Year Review
Berkshire Capital Securities published its Newsletter for the 2nd-Quarter 2016 covering investment management industry developments. To read this Newsletter, please click here.
July 22, 2016
Personal Capital to Partner with BancAlliance
On July 12, 2016, Personal Capital Corporation announced that it had entered into a partnership with asset management firm Alliance Partners.
July 22, 2016
Mizuho Financial and DIAM execute Integration Agreement
On July 13, 2016, Mizuho Financial Group Inc. and DIAM Co. Ltd. announced that they had formally entered into an asset management integration agreement.
July 20, 2016
Fiera Capital completes acquisition of Apex Capital
On June 2, 2016, Fiera US Holding Inc., a wholly owned subsidiary of Fiera Capital Corporation, completed its acquisition of Apex Capital Management Inc.
July 18, 2016
Minella Capital to Acquire Majority Stake in W.E. Donoghue
On July 13, 2016 Minella Capital Management LLC announced that it will acquire a majority stake in W.E. Donoghue & Co. Inc.