December 9, 2019
December 9, 2019
Berkshire Global Advisors issued its 2019 Q3 newsletter, “In the aftermath of structural and regulatory changes, Australia’s lucrative asset management industry beckons,” on wealth management industry trends and transactions. To read the report, please click here.
December 6, 2019
On November 26, 2019, CI Financial Corp. announced that it had acquired a majority stake in Surevest Wealth Management.
December 5, 2019
On October 16, 2019, Columbia Property Trust, Inc. announced that it had entered into an agreement to acquire Normandy Real Estate Management, LLC.
December 4, 2019
On November 14, 2019, Bluespring Wealth Partners announced an agreement to acquire Vector Wealth Management.
December 2, 2019
On November 25, 2019, The Charles Schwab Corporation announced that it had entered into an agreement to acquire TD Ameritrade Holding Corporation in an all-stock transaction. Pursuant to the agreement, The Charles Schwab Corporation (“Charles Schwab”) will acquire TD Ameritrade Holding Corporation (“TD Ameritrade”) in a $26 billion, all-stock transaction.
November 27, 2019
On November 7, 2019, STANLIB Kenya Limited announced that it had entered into an agreement to sell certain assets to ICEA Lion Asset Management Limited.
November 25, 2019
Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for October 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.
November 22, 2019
On November 14, 2019, Amilton Asset Management announced an agreement to acquire LFPI Asset Management.