November 30, 2017

Stifel to Acquire Ziegler Wealth Management

On October 30, 2017, Stifel Financial Corp. announced an agreement to acquire Ziegler Wealth Management.

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November 29, 2017

Thomas H. Lee Partners to Acquire Stake in HighTower

On October 25, 2017, HighTower announced that Thomas H. Lee Partners agreed to acquire a significant stake in HighTower.

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November 27, 2017

Sandler O’Neill Monthly Asset Management Report – October 2017

Sandler O’Neill + Partners published its Monthly Asset Management Report for October 2017, which analyzes general industry information and transaction highlights. To read the Report, please click here.

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November 27, 2017

Lovell Minnick and Management to Acquire Tortoise Investments

On October 18, 2017, Lovell Minnick Partners and Tortoise Investments announced an agreement for a buyout of Tortoise Investments.

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November 27, 2017

Brookfield to Acquire Center Coast Capital

On October 10, 2017, Brookfield Asset Management announced it had agreed to acquire Center Coast Capital Holdings, LLC.

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November 22, 2017

Rockefeller Financial to Form Independent Wealth Management Firm

On October 4, 2017, Rockefeller Financial Services announced a new independent financial services firm, Rockefeller Capital Management.

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November 22, 2017

Anima Holding to Acquire Aletti Gestielle

On November 9, 2017, Anima Holding S.p.A announced an agreement to acquire Aletti Gestielle SGR from Banco-BPM Group.

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November 20, 2017

ODDO BHF Asset Management Merges with Frankfurt-Trust

On November 8, 2017, the ODDO BHF group announced the merger of Frankfurt-Trust Investment-Gesellschaft mbH and ODDO BHF Asset Management GmbH.

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November 17, 2017

Gresham House Acquires Hazel Capital’s Management Business

On October 31, 2017, Gresham House Plc announced the acquisition of Hazel Capital LLP’s asset management business.

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November 16, 2017

Reliance Nippon Life Asset Management Launches IPO

On October 12, 2017, Reliance Nippon Life Asset Management Limited announced its IPO.

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