December 20, 2019

UOB To Acquire VAM Vietnam Fund Management

On December 2, 2019, UOB Asset Management Ltd. announced that it had entered into an agreement to acquire VAM Vietnam Fund Management Joint Stock Company. Pursuant to the agreement, UOB Asset Management Ltd. (“UOB”), a subsidiary of United Overseas Bank Limited, will acquire VAM Vietnam Fund Management Joint Stock Company…

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December 20, 2019

ArrowMark Acquires StoneCastle’s Investment Platform

On December 9, 2019, StoneCastle Financial Corp. announced an agreement for ArrowMark Partners to acquire StoneCastle Asset Management LLC.

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December 18, 2019

1251 Capital Acquires Majority Stake in Ziegler Capital

On December 9, 2019, 1251 Capital Group announced an agreement to acquire a majority stake in Ziegler Capital Management.

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December 16, 2019

First Eagle to Acquire THL Credit Advisors

On December 8, 2019, First Eagle Investment Management, LLC announced that it had entered into a definitive agreement to acquire THL Credit Advisors LLC.

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December 13, 2019

Notz Stucki Acquires JAM Research

On December 9, 2019, Notz Stucki announced an agreement to acquire JAM Research.

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December 12, 2019

Daiwa Energy Acquires Minority Stake in Aquila Capital

On December 5, 2019, Aquila Capital Holding GmbH announced that it had entered into a strategic partnership with Daiwa Energy & Infrastructure Co. Ltd.

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December 11, 2019

Brooks Macdonald Acquires Cornelian Asset Managers

On November 22, 2019, Brooks Macdonald Group PLC announced an agreement to acquire Cornelian Asset Managers Group Limited.

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December 9, 2019

Creative Planning to Acquire Hogan Financial

On December 3, 2019, Creative Planning, Inc. announced that it had entered into an agreement to acquire Hogan Financial Management LLC.

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December 9, 2019

Berkshire Global Advisors Q3 Wealth Industry Report

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.

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December 6, 2019

CI Financial Acquires Stake in Surevest Wealth Management

On November 26, 2019, CI Financial Corp. announced that it had acquired a majority stake in Surevest Wealth Management.

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