August 28, 2017

Wisdom Tree and Questrade Form Strategic Partnership

On July 27, 2017, WisdomTree Investments, Inc. announced a strategic partnership with Questrade Wealth Management Inc. and Questrade, Inc.

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August 21, 2017

Warburg Pincus to Acquire Minority Stake in Fortune SG

On August 2, 2017, Warburg Pincus LLC announced an agreement to acquire a 49% stake in Fortune SG.

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August 11, 2017

Anima to Acquire Aletti Gestielle from Banco BPM

On August 4, 2017, Banco BPM announced an agreement to sell its asset management business, Aletti Gestielle SGR, to ANIMA Holding.

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June 21, 2017

Catalyst Funds to Acquire Exceed Defined Shield Fund

On June 13, 2017, Catalyst Funds announced that it will acquire Exceed Defined Shield Index Fund, which tracks the performance of the NASDAQ Exceed Defined Protection Index.

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May 11, 2017

Touchstone Investments to acquire thirteen Sentinel Funds

On April 19, 2017, Touchstone Investments announced an agreement to acquire certain assets of Sentinel Asset Management, Inc. related to thirteen Sentinel funds being reorganized into Touchstone funds.

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April 10, 2017

Congress Asset Management to Acquire Century Capital

On March 30, 2017, Congress Asset Management announced an agreement to acquire the investment management business of Century Capital Management.

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March 6, 2017

Aberdeen Asset Management to merge with Standard Life

On March 6, 2017, Aberdeen Asset Management PLC (LON: ADN) and Standard Life plc (LON: SL) announced an agreement on terms of a recommended merger that would create the UK’s largest active asset management firm.

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March 2, 2017

Teton Advisors Acquires Keeley Asset Management

On March 1, 2017, Teton Advisors, Inc. announced that it completed the acquisition of Keeley Asset Management Corp.

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January 23, 2017

SkyBridge Capital Majority Stake to be Sold

On January 17, 2016, SkyBridge Capital announced a definitive agreement for RON Transatlantic EG and Seward & Kissel client HNA Capital (U.S.) Holding to acquire a majority stake in Skybridge.

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January 4, 2017

Eaton Vance Acquires Calvert Investment Management

On December 30, 2016, Eaton Vance Corporation announced that it had acquired substantially all of the business assets of Calvert Investment Management, Inc.

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