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.

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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.

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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.

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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.

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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

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January 7, 2015

NASDAQ OMX Agrees to Acquire Dorsey Wright & Associates

On January 5, 2015, the NASDAQ OMX Group announced that it agreed to acquire Dorsey, Wright & Associates, LLC.

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December 15, 2014

Swiss Bank ZKB to Acquire Asset Manager Swisscanto

Switzerland’s Zuercher Kantonalbank plans to acquire asset manager Swisscanto Group for CHF 360.3 million.

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December 5, 2014

New York Life to Acquire IndexIQ

On December 4, 2014, Reuters reported that New York Life Investment Management had agreed to acquire Rye Brook, New York-based ETF and liquid alternatives asset manager IndexIQ.

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December 1, 2014

Victory Capital to Acquire Compass EMP

On December 1, 2014, Victory Capital announced that it had reached an agreement to acquire Compass Efficient Model Portfolios, the Tennessee-based developer of a smart beta investment approach.

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October 23, 2014

Azimut Acquires 70% Stake in Notus Portfoy Yonetimi

On October 22, 2014, Azimut completed the acquisition of a 70% stake in Notus Portfoy Yonetimi, a Turkish independent asset management company.

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