December 4, 2019

Bluespring Wealth Partners Acquires Vector Wealth Management

On November 14, 2019, Bluespring Wealth Partners announced an agreement to acquire Vector Wealth Management.

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December 2, 2019

Charles Schwab to Acquire TD Ameritrade

On November 25, 2019, The Charles Schwab Corporation announced that it had entered into an agreement to acquire TD Ameritrade Holding Corporation in an all-stock transaction. Pursuant to the agreement, The Charles Schwab Corporation (“Charles Schwab”) will acquire TD Ameritrade Holding Corporation (“TD Ameritrade”) in a $26 billion, all-stock transaction.

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November 27, 2019

ICEA Lion to Acquire Assets from STANLIB Kenya Limited

On November 7, 2019, STANLIB Kenya Limited announced that it had entered into an agreement to sell certain assets to ICEA Lion Asset Management Limited.

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November 22, 2019

Amilton Asset Management Acquires LFPI Asset Management

On November 14, 2019, Amilton Asset Management announced an agreement to acquire LFPI Asset Management.

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November 21, 2019

CI Financial to Acquire WisdomTree Canada

On November 7, 2019, CI Financial Corp. announced that it had entered into an agreement to acquire WisdomTree Asset Management Canada, Inc.

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November 21, 2019

Progressive Capital Acquires Vontobel’s Alternative Fund Solutions Unit

On November 8, 2019, Progressive Capital Partners Ltd. announced an agreement to acquire Vontobel Asset Management AG’s “Alternative Fund Solutions” unit. Under the terms of the agreement, Progressive Capital Partners Ltd. (“Progressive Capital”) will acquire Vontobel Asset Management AG’s (“Vontobel”) “Alternative Fund Solutions” unit. The four current specialists of Vontobel’s…

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November 18, 2019

Sandy Spring Bancorp to Acquire Rembert Pendleton Jackson

On November 6, 2019, Sandy Spring Bancorp, Inc. announced that it had reached an agreement to acquire Rembert Pendleton Jackson.

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November 15, 2019

Resolute to Invest in National Investment Services

On November 6, 2019, Resolute Investment Managers, Inc. announced an agreement to invest in National Investment Services.

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November 7, 2019

Green Arrow Capital Acquires Quercus Assets Selection

On October 29, 2019, Green Arrow Capital announced that it had acquired Quercus Assets Selection. Pursuant to the agreement, Green Arrow Capital (“Green Arrow”) will acquire 100% of Quercus Assets Selection Sarl (“Quercus”), from Quercus Investment Partners Limited. The five funds managed by Quercus contain 320 megawatts of wind and…

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November 6, 2019

Sanctuary Wealth to Acquire Northview Asset Management

On October 28, 2019, Sanctuary Wealth announced an agreement to acquire Northview Asset Management LLC.

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