July 29, 2019
Sandler O’Neill Monthly Asset Management Report – June 2019
Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for June 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.
July 29, 2019
Berkshire Global Advisors Q2 Wealth Industry Review
Berkshire Global Advisors issued its 2019 Q2 newsletter, “As Global Economy Slows, Central Banks Reverse Course,” on the investment management and securities industries. To read the report, please click here.
July 18, 2019
CORESTATE Acquires STAM Europe
On July 8, 2019, CORESTATE Capital Holding S.A. announced that it had acquired STAM Europe.
July 15, 2019
Peapack-Gladstone to Acquire Point View Wealth Management
On July 3, 2019, Peapack-Gladstone Financial Corporation announced that it had entered into an agreement to acquire Point View Wealth Management, Inc.
July 12, 2019
Ninepoint Acquires LOGiQ Global
On April 15, 2019, Ninepoint Partners LP announced that it had acquired the assets of LOGiQ Global Partners.
July 8, 2019
RegentAtlantic Acquires Hillview Capital Advisors
On June 26, 2019, RegentAtlantic Capital, LLC announced that it entered into an agreement to acquire Hillview Capital Advisors, LLC.
July 3, 2019
Principal Acquires Wells Fargo Retirement & Trust Business
On July 1, 2019, Principal Financial Group announced the completion of its acquisition of the Wells Fargo & Company’s Institutional Retirement & Trust business.
July 1, 2019
Hauck & Aufhäuser to Acquire Crossroads Capital
On June 13, 2019, Hauck & Aufhäuser AG announced that it had entered into an agreement to acquire a majority stake in Crossroads Capital Management Ltd.