August 17, 2017

Avendus Capital to Acquire Ocean Dial

On August 9, 2017, Avendus Capital Pvt. Ltd. announced that it will acquire Ocean Dial Asset Management, a London-based asset management company.

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August 16, 2017

Kestra Financial to Acquire H. Beck, Inc.

On August 8, 2017, Kestra Financial, Inc. announced that it will acquire H. Beck, Inc. from Securian Financial Group, Inc.

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August 16, 2017

United Capital Acquires Three Advisory Firms

On July 25, 2017, United Capital Financial Advisers LLC announced the acquisition of registered investment advisors Jensen Wealth Advisors, Compass Wealth Advisors and Asset One LLC.

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August 14, 2017

Nikko Acquires Minority Stake in ARK Investment Management

On August 4, 2017, Nikko Asset Management announced its acquisition of a minority stake in ARK Investment Management LLC, a New York-based registered investment advisor.  

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August 11, 2017

PWC’s Insights on Asset and Wealth Management Deals in Q2 2017

The volume of asset and wealth management deals was down 32% in the second quarter of 2017, according to a recently released report by PWC.

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August 11, 2017

Anima to Acquire Aletti Gestielle from Banco BPM

On August 4, 2017, Banco BPM announced an agreement to sell its asset management business, Aletti Gestielle SGR, to ANIMA Holding.

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August 10, 2017

RWC Partners to Acquire Pensato Capital

On July 10, 2017, RWC Partners announced an agreement to acquire Pensato Capital.

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August 9, 2017

RWC Partners to Acquire Pensato Capital

On July 10, 2017, RWC Partners announced an agreement to acquire Pensato Capital.

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August 7, 2017

RFG Advisory Acquires Majority Stake in Williams Financial

On July 25, 2017, RFG Advisory announced that it had acquired a 51% stake in Williams Financial Advisors, a wealth manager in Shreveport, Louisiana.

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August 4, 2017

China International to Acquire Majority Stake in Krane Funds

On July 10, 2017, China International Capital Corporation Limited announced an agreement to acquire a majority stake in Krane Funds Advisors, LLC.

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