July 1, 2015

Federated Investors Acquires Assets of Touchstone Advisors

On June 22, 2015, Federated Investors, Inc. announced that it had completed the acquisition of certain assets of Touchstone Advisors, Inc.

Continue reading...

June 25, 2015

Salient Partners Acquires Forward Management

On June 10, 2015, Salient Partners L.P. announced that it had completed its acquisition of San Francisco-based asset management firm Forward Management, LLC.

Continue reading...

June 5, 2015

Habib Bank to Acquire PICIC Asset Management

On June 2, 2015, Habib Bank Limited Asset Management announced that it would acquire 100% of the shares of Pakistan Industrial Credit and Investment Corporation Asset Management Company Limited.

Continue reading...

May 22, 2015

Millennium BCP Completes Sale of Asset Management Unit

On May 18, 2015, Millennium BCP announced that it had completed the sale of Millennium bcp Gestão de Activos – Sociedade Gestora de Fundos de Investimento, S.A. (“MGA”) to Corretaje e Informacón Monetária y de Divisas, S.A. (“CIMD Group”).

Continue reading...

May 14, 2015

FolioMetrix and American Independence to merge

On May 12, 2015, FoilioMetrix LLC announced that it will merge with American Independence Financial Services, LLC to create a new company called RiskX Investments, LLC.

Continue reading...

April 27, 2015

Pioneer Investments and Santander Asset Management to Merge

On April 23, 2015, UniCredit announced that UniCredit, Santander Asset Management and affiliates of Warburg Pincus and General Atlantic signed a preliminary agreement to combine Pioneer Investments and Santander Asset Management.

Continue reading...

April 20, 2015

Royal Bank of Scotland to Sell Luxembourg Fund Manager

On April 13, 2015 the Royal Bank of Scotland announced its plan to sell its Luxembourg-based fund management operations as part of its shift to focus more on UK based banking activities.

Continue reading...

April 10, 2015

ALPS to Acquire Red Rocks Capital

On April 7, 2015, DST Systems, Inc. announced that its subsidiary, ALPS Holdings, Inc. had reached an agreement to acquire Red Rocks Capital LLC for a purchase price of up to $65 million.

Continue reading...

March 27, 2015

Vontobel to Acquire Majority Interest in TwentyFour Asset Management

On March 25, 2015, Vontobel Asset Management announced that it had reached an agreement to acquire a sixty percent interest in TwentyFour Asset Management.

Continue reading...

March 23, 2015

Federated’s Ohio Municipal Cash Trust to Acquire Assets from Touchstone Ohio Tax-Free Money Market Fund

On March 20, 2015, Federated Investors, Inc. entered into an agreement to acquire certain assets relating to Touchstone Advisors, Inc.’s Touchstone Ohio Tax-Free Money Market

Continue reading...

Menu