July 2, 2018

Stone to Acquire Marquest Mutual Funds

On June 25, 2018, Stone Investment Group Limited announced an agreement to acquire mutual funds of Marquest Asset Management Inc.

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February 19, 2018

Berkshire Capital 2018 Financial Services Industry Review

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.

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January 25, 2018

Hennessy Advisors Acquires Rainier U.S. Equity Funds

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.

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January 18, 2018

Fiera Capital to Acquire Management of City National Rochdale Fund

On December 1, 2017, Fiera Capital Corporation announced an agreement to acquire City National Rochdale Emerging Markets Fund’s management.

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December 15, 2017

Raymond James Acquires Scout Investments and Reams Asset Management

On November 20, 2017, Raymond James Financial, Inc. announced it had acquired Scout Investments and its Reams Asset Management division from UMB Financial Corp.

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December 8, 2017

Legal & General Investment Management Acquires Canvas

On November 15, 2017, Legal & General Investment Management announced it had acquired European ETF platform, Canvas.

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December 7, 2017

WisdomTree to Acquire Commodity Platform from ETF Securities

On November 13, 2017, WisdomTree Investments, Inc. announced an agreement to acquire ETF Securities’ European exchange-traded commodity, currency and short-and-leveraged business.

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October 18, 2017

Natixis to Acquire Majority Stake in Investors Mutual

On October 3, 2017, Natixis Global Asset Management announced an agreement to acquire a majority stake in Investors Mutual Limited in Australia.

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October 16, 2017

Invesco to Acquire Guggenheim Investments’ ETF Business

On September 28, 2017, Invesco Ltd. announced an agreement to acquire the ETF business of Guggenheim Investments.

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September 22, 2017

Impax Asset Management to Purchase Pax World

On September 18, 2017, Impax Asset Management Group plc announced it will acquire Pax World Management LLC for $52.5 million with additional contingent payments of up to $37.5 million.

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