October 30, 2017

RMB Capital to Acquire Jacobus Wealth

On October 26, 2017, RMB Capital announced that it will acquire Jacobus Wealth Management, a Registered Investment Advisor located in Milwaukee, Wisconsin.

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October 27, 2017

First Eagle Investment Management to Acquire NewStar Financial

On October 17, 2017, First Eagle Investment Management announced an agreement to acquire NewStar Financial Inc.

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October 27, 2017

IOOF to Acquire ANZ’s Pensions and Investments Business

On October 17, 2017, Australia & New Zealand Banking Group Ltd. announced that IOOF Holdings Ltd. will acquire the pensions and investments business of ANZ Wealth.

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October 25, 2017

Noah to Repurchase Sequoia’s Stake in Gopher

On September 29, 2017, Noah Holdings Limited announced it will repurchase all of Sequoia Capital China's stake in Gopher Asset Management Co., Ltd. for $53.9 million.

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October 23, 2017

AFH Financial Acquires Duchy Wealth Management

On October 2, 2017, AFH Financial Group plc announced the acquisition of Duchy Wealth Management Limited.

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October 23, 2017

Hyposwiss to Acquire Clients of Compagnie Privée

On September 29, 2017, Hyposwiss Private Bank Geneva SA announced an agreement to acquire the institutional and private clients of Compagnie Privée de Conseils et d’Investissements SA.

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October 18, 2017

Natixis to Acquire Majority Stake in Investors Mutual

On October 3, 2017, Natixis Global Asset Management announced an agreement to acquire a majority stake in Investors Mutual Limited in Australia.

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October 16, 2017

Tiedemann Wealth Management to Acquire Threshold Group

On October 12, 2017, Tiedemann Wealth Management announced that it will acquire Threshold Group, LLC, a Seattle-based wealth-advisory firm and family office.

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October 16, 2017

Dinosaur Group Acquires Minority Interest in Lebenthal-Lisanti

On September 27, 2017, Seward & Kissel client Dinosaur Group Holdings LLC announced the acquisition of a minority interest in Lebenthal-Lisanti Capital Growth, LLC.

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October 16, 2017

Invesco to Acquire Guggenheim Investments’ ETF Business

On September 28, 2017, Invesco Ltd. announced an agreement to acquire the ETF business of Guggenheim Investments.

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