January 9, 2019

CI Financial to Acquire WealthBar

On December 14, 2018, CI Financial Corp. announced that it had entered into an agreement to acquire WealthBar Financial Services Inc.

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January 4, 2019

Yintech Acquires OTS Capital Management

On December 20, 2018, Yintech announced that its wholly owned subsidiary, Forthright Financial Holdings Company Limited, had acquired OTS Capital Management.

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January 3, 2019

Tilney to Acquire Index Wealth Management

On December 21, 2018, Tilney announced that it had entered into an agreement to acquire Index Wealth Management.

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January 2, 2019

Goldman Sachs to Acquire Aptitude Investment Management

On December 13, 2018, Goldman Sachs Asset Management announced it will acquire Aptitude Investment Management.

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December 27, 2018

Generali Acquires CM Investment Solutions

On December 5, 2018, Generali announced that it had acquired CM Investment Solutions Limited from Bank of America Merrill Lynch.

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December 21, 2018

Sandler O’Neill Monthly Asset Management Report- November 2018

Sandler O’Neill + Partners published its Monthly Asset Management Report for November 2018, which analyzes general industry information and transaction highlights. To read the press release: please click here.

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December 20, 2018

Australis Partners to Acquire Stake in Alianza Fiduciaria

On November 6, 2018, Australis Partners announced an agreement to acquire a 50 percent stake in Alianza Fiduciaria and Alianza Valores from Advent International.

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December 20, 2018

Sun Life to Acquire Majority Stake in Bentall GreenOak

On December 19, 2018, Sun Life Financial announced an intended merger between Bentall Kennedy and GreenOak Real Estate.

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December 19, 2018

AFH Financial Group Acquires CTL Three Limited

On December 5, 2018, AFH Financial Group announced its acquisition of CTL Three Limited along with its subsidiaries.

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December 12, 2018

Baird to Acquire Hilliard Lyons

On November 27, 2018, Baird announced that it had entered into an agreement to acquire Hilliard Lyons and Hilliard Lyons Trust Company.

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