September 30, 2021

Focus to Partner with Cardinal Point

On September 16, 2021, Focus Financial Partners Inc. announced it will partner with Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management, LLC.

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September 30, 2021

Federated Hermes to Acquire Remaining Interest in Hermes Fund Managers

On August 18, 2021, it was announced that Federated Hermes, Inc. will acquire the remaining 29.5% interest in Hermes Fund Managers Limited.

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September 29, 2021

LeoGroup Merges with Capital and BFT Financial

On August 18, 2021, it was announced that LeoGroup had merged with The Capital Company and BFT Financial Group to form Leo Wealth.

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September 29, 2021

TRIA Capital Acquires Minority Interest in Modera Wealth

On September 16, 2021, TRIA Capital Partners announced that it has made a minority investment in Modera Wealth Management, LLC.

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September 29, 2021

DeFi Technologies to Acquire Protos

On August 12, 2021 DeFi Technologies Inc. announced that it will acquire Protos Asset Management GmbH.

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September 27, 2021

Tiedemann and Alvarium to Combine with Cartesian Growth

On September 20, 2021, Seward & Kissel client Tiedemann Group announced it and Alvarium Investments will combine with Cartesian Growth Corporation to form Alvarium Tiedemann Holdings.

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September 27, 2021

Piper Sandler Companies Monthly Asset Management Report – August 2021

Piper Sandler Companies published its Monthly Asset Management Report for August 2021, which analyzes general industry information and transaction highlights. To read the report: please click here.

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September 27, 2021

PATRIZIA to Acquire Whitehelm

On September 13, 2021, PATRIZIA AG announced that it will acquire Whitehelm Capital.

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September 27, 2021

Navigator to Acquire Minority Interest in Longreach

On September 7, 2021, Navigator Global Investments Limited announced that it will acquire a minority ownership interest in Longreach Alternatives Ltd.

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September 23, 2021

Beacon Pointe Acquires Northstar

On August 17, 2021, Beacon Pointe Advisors, LLC announced its acquisition of Northstar Investment Advisors LLC.

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