February 19, 2018
Berkshire Capital Securities LLC issued the 2018 edition of its annual review on investment management industry trends and transactions. To read the report, please click here.
January 25, 2018
On January 12, 2018, Hennessy Advisors, Inc. announced the completion of its acquisition of the management related assets of three equity funds of Rainier Investment Management, LLC.
January 18, 2018
On December 1, 2017, Fiera Capital Corporation announced an agreement to acquire City National Rochdale Emerging Markets Fund’s management.
December 15, 2017
On November 20, 2017, Raymond James Financial, Inc. announced it had acquired Scout Investments and its Reams Asset Management division from UMB Financial Corp.
December 8, 2017
On November 15, 2017, Legal & General Investment Management announced it had acquired European ETF platform, Canvas.
December 7, 2017
On November 13, 2017, WisdomTree Investments, Inc. announced an agreement to acquire ETF Securities’ European exchange-traded commodity, currency and short-and-leveraged business.
October 18, 2017
On October 3, 2017, Natixis Global Asset Management announced an agreement to acquire a majority stake in Investors Mutual Limited in Australia.
October 16, 2017
On September 28, 2017, Invesco Ltd. announced an agreement to acquire the ETF business of Guggenheim Investments.