May 13, 2019

Cerity Partners Acquires Karsten Advisors

On May 2, 2019, Cerity Partners LLC announced it had merged with Karsten Advisors.

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May 9, 2019

Sanlam UK Acquires Thesis

On April 29, 2019, Sanlam UK announced the acquisition of Thesis Asset Management.

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May 6, 2019

FWM Holdings to Acquire Optima

On April 25, 2019, Seward & Kissel client FWM Holdings announced an agreement to acquire Optima Fund Management.

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May 6, 2019

Berkshire Global Advisors Q1 Wealth Industry Review

Berkshire Global Advisors issued its 2019 Q1 newsletter, “Wealth Industry is in Early Stages of Dramatic Changes,” on wealth management industry trends and transactions.

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May 6, 2019

Resolute to Acquire Minority Interest in Green Harvest

On April 30, 2019, Resolute Investment Managers, Inc. announced an agreement to acquire a minority interest in Green Harvest Asset Management.

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May 2, 2019

Kenanga Investors to Acquire Libra Invest

On March 22, 2019, Kenanga Investors Berhad announced that it had entered into a conditional share purchase agreement to acquire Libra Invest Berhad.

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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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April 29, 2019

iM Global Partner to Make Strategic Investment in Scharf Investments

On April 22, 2019, Seward & Kissel client iM Global Partner announced that it had entered into an agreement to acquire a minority investment in Scharf Investments, LLC.

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April 26, 2019

Eurazeo Acquires Minority Stake in MCH

On April 3, 2019, Eurazeo announced an agreement with MCH to acquire a 25% minority stake in the firm.

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April 24, 2019

Hargreaves Lansdown and Share Centre Acquire J.P. Morgan Assets

On April 9, 2019, Hargreaves Lansdown and The Share Centre announced they had reached an agreement to acquire up to 53,000 of J.P. Morgan Asset Management clients.

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