July 3, 2019

Principal Acquires Wells Fargo Retirement & Trust Business

On July 1, 2019, Principal Financial Group announced the completion of its acquisition of the Wells Fargo & Company’s Institutional Retirement & Trust business.

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July 1, 2019

Hauck & Aufhäuser to Acquire Crossroads Capital

On June 13, 2019, Hauck & Aufhäuser AG announced that it had entered into an agreement to acquire a majority stake in Crossroads Capital Management Ltd.

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June 30, 2019

Houlihan Capital Monthly Asset Management Report – Second Quarter 2019

Houlihan Capital published its quarterly Industry Observations for the quarter ended June 2019, which analyzes general industry information and transaction highlights. To read the Report, please click here.

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June 28, 2019

TPG to Invest in Harlem Capital

On June 24, 2019, TPG Capital announced that it had entered into an agreement to invest in Harlem Capital Partners LLC.

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June 27, 2019

Brown Shipley to Acquire NW Brown & Co.

On June 20, 2019, Brown, Shipley & Co. Limited announced that it had entered into an agreement to acquire NW Brown & Company Limited.

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June 24, 2019

Madison Investment Holdings to Acquire Broadview Advisors

On April 26, 2019, Madison Investment Holdings, Inc. entered into an asset purchase agreement with Broadview Advisors, LLC.

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June 20, 2019

Union Bancaire Privée Forms Partnership with Rothschild & Co.

On March 6, 2019, Union Bancaire Privée UBP SA announced a partnership with independent family group Rothschild & Co. SCA. Continue reading “Union Bancaire Privée Forms Partnership with Rothschild & Co.”

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June 20, 2019

Alma Capital to Acquire DWS Hedge Fund UCITS Business

On June 14, 2019, Alma Capital Investment Management S.A. announced that it had entered into an agreement to acquire DWS Group & GmbH Co KGaA’s Global Hedge Fund UCITS Business.

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June 15, 2019

Investcorp to Acquire Mercury Capital Advisors

On May 26, 2019, Investcorp announced that it has entered into a definitive agreement to acquire Mercury Capital Advisors Group, L.P.

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June 15, 2019

Schroders to Acquire Blue Asset Management

On May 28, 2019 Schroders plc announced that it has entered into an agreement to acquire Blue Asset Management GmbH.

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