April 29, 2019

Sandler O’Neill Monthly Asset Management Report – March 2019

Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for March 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.  …

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March 7, 2019

Dolfin to Acquire Falcon Private Wealth

On February 18, 2019, Dolfin Financial (UK) Ltd. announced it will acquire Falcon Private Wealth Ltd., a subsidiary of Falcon Private Bank.

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February 11, 2019

Punter Southall Acquires Coleman Financial Services

On January 21, 2019, Punter Southall Aspire announced that it had acquired Coleman Financial Services Ltd.

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February 6, 2019

Schroders to Acquire Thirdrock’s Wealth Management Business

On January 2, 2019, Schroders Wealth Management announced an agreement to acquire the wealth management business of Thirdrock Group.

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January 11, 2019

Fiera Capital to Acquire Majority Interest in Palmer Capital

On December 21, 2018, Fiera Capital Corporation announced that it had entered into an agreement to acquire a majority interest in Palmer Capital Partners Limited.

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December 28, 2018

Mercer Advisors Acquires Bell Wealth Management

On December 12, 2018, Mercer Advisors announced its acquisition of Bell Wealth Management.

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July 19, 2018

Old Mutual Acquires Saint & Co Advisory Arm

On July 11, 2018, Old Mutual Wealth Private Client Advisors announced it had acquired the advisory arm of Saint & Co.

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June 13, 2018

Schonfeld to Acquire Folger Hill

On April 11, 2018, Schonfeld Strategic Advisors announced that it will acquire Folger Hill Asset Management.

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June 13, 2018

Federated Acquires Majority Interest in Hermes Fund Managers

On April 13, 2018, Federated Investors announced an agreement to acquire a majority interest in Hermes Fund Managers from BT Pension Scheme.

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June 11, 2018

AIG Acquires Covenant Credit Partners

On May 24, 2018, it was announced that American International Group, Inc. was acquiring Covenant Credit Partners.

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