May 24, 2019

Cresset Acquires Cypress Wealth Advisors

On May 2, 2019, Cresset Asset Management, LLC announced the acquisition of Cypress Wealth Advisors, LLC.

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May 20, 2019

First Busey to Merge with Investors’ Security Trust

On May 13, 2019, First Busey Corporation announced that it had entered into a definitive merger agreement with Investors’ Security Trust Company.

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May 20, 2019

Reverence Capital Partners to Acquire Advisor Group

On May 9, 2019, Reverence Capital Partners announced an agreement to acquire Advisor Group Inc.

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May 13, 2019

Cerity Partners Acquires Karsten Advisors

On May 2, 2019, Cerity Partners LLC announced it had merged with Karsten Advisors.

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May 9, 2019

Sanlam UK Acquires Thesis

On April 29, 2019, Sanlam UK announced the acquisition of Thesis Asset Management.

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May 6, 2019

FWM Holdings to Acquire Optima

On April 25, 2019, Seward & Kissel client FWM Holdings announced an agreement to acquire Optima Fund Management.

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May 6, 2019

Berkshire Global Advisors Q1 Wealth Industry Review

Berkshire Global Advisors issued its 2019 Q1 newsletter, “Wealth Industry is in Early Stages of Dramatic Changes,” on wealth management industry trends and transactions.

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May 2, 2019

Kenanga Investors to Acquire Libra Invest

On March 22, 2019, Kenanga Investors Berhad announced that it had entered into a conditional share purchase agreement to acquire Libra Invest Berhad.

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April 24, 2019

Hargreaves Lansdown and Share Centre Acquire J.P. Morgan Assets

On April 9, 2019, Hargreaves Lansdown and The Share Centre announced they had reached an agreement to acquire up to 53,000 of J.P. Morgan Asset Management clients.

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April 22, 2019

Silvercrest to Acquire Cortina Asset Management

On April 15, 2019, Silvercrest Asset Management Group Inc. announced that it had entered into an agreement to acquire Cortina Asset Management, LLC.

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