May 31, 2017

Westpac to Decrease Stake in BT Investment Management

On May 24, 2017, Westpac Banking Corp. (NYSE:WBK) announced an underwritten offer of 60 million shares of Australian investment manager BT Investment Management Ltd. (ASX:BTT.AX), which will reduce Westpac Banking Corp.’s stake from 29% to 10%.

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May 26, 2017

Pollen Street Capital to Merge with MW Eaglewood

On May 24, 2017, Pollen Street Capital and MW Eaglewood Ltd. announced a merger through a share-for-share exchange.

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May 25, 2017

Platform FAB Partners Acquires Majority Stake in Halkin

On May 9, 2017, Platform FAB Partners announced that it had acquired a majority stake in Halkin Asset Management.

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May 23, 2017

Old Mutual Acquires Maestro Financial Services

On May 10, 2017, Old Mutual Wealth Private Client Advisors announced the acquisition of Maestro Financial Services.

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May 22, 2017

Berkshire Bank Alliance with Princeton Advisory Group

On May 3, 2017, Berkshire Bank announced a strategic alliance with Princeton Advisory Group, Inc.

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May 22, 2017

Washington Capital to Acquire Great Point Investors

On May 1, 2017, Washington Capital Management, Inc. announced it had reached an agreement to acquire Great Point Investors, LLC.

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May 18, 2017

Hatteras Funds Forms Strategic Partnership with Portfolio Advisors

On May 1, 2017, Hatteras Funds announced a strategic partnership with Portfolio Advisors, LLC.

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May 12, 2017

Spin-Out Metori Capital Management Launches

In May 2017, Metori Capital Management, a Lyxor Asset Management spin-out, was launched. Founded in November, 2016, Metori Capital Management (“Metori Capital”) is a quantitative asset management company. Metori Capital was lifted-out of Lyxor Asset Management, a division of Société Générale Group. Metori Capital is now registered as a CPO…

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May 12, 2017

Brickell Key and DOAR Announce Strategic Partnership

On April 19, 2017, Brickell Key Asset Management and DOAR announced a strategic partnership.

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May 11, 2017

Touchstone Investments to acquire thirteen Sentinel Funds

On April 19, 2017, Touchstone Investments announced an agreement to acquire certain assets of Sentinel Asset Management, Inc. related to thirteen Sentinel funds being reorganized into Touchstone funds.

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