August 15, 2019

Schroders Acquires Majority Stake in BlueOrchard

On July 26, 2019, BlueOrchard Finance Limited announced an agreement for Schroders plc to acquire a majority stake in the firm. Continue reading “Schroders Acquires Majority Stake in BlueOrchard”

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August 12, 2019

Sprott to Acquire Tocqueville Gold Strategy Business

On August 7, 2019, Sprott Inc. announced it had agreed to acquire the gold strategy asset management business of Seward & Kissel client Tocqueville Asset Management L.P.

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August 9, 2019

Grupo Mutua Acquires Stake in Cygnus Asset Management

On July 26, 2019, Cygnus Asset Management SGIIC, SA announced that Grupo Mutua Madrileña would be acquiring a 20% stake in the firm.

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August 2, 2019

Colony Capital Acquires Digital Bridge Holdings

On July 25, 2019, Colony Capital, Inc. announced that it had acquired Digital Bridge Holdings LLC.

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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.

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July 18, 2019

CORESTATE Acquires STAM Europe

On July 8, 2019, CORESTATE Capital Holding S.A. announced that it had acquired STAM Europe.

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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.

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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.

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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.

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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.

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