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On October 30, 2017, Stifel Financial Corp. announced an agreement to acquire Ziegler Wealth Management.
Continue reading "Stifel to Acquire Ziegler Wealth Management" »
On October 25, 2017, HighTower announced that Thomas H. Lee Partners agreed to acquire a significant stake in HighTower.
Continue reading "Thomas H. Lee Partners to Acquire Stake in HighTower" »
Sandler O’Neill + Partners published its Monthly Asset Management Report for October 2017, which analyzes general industry information and transaction highlights.
To read the Report, please click here.
On October 18, 2017, Lovell Minnick Partners and Tortoise Investments announced an agreement for a buyout of Tortoise Investments
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On October 10, 2017, Brookfield Asset Management announced it had agreed to acquire Center Coast Capital Holdings, LLC.
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On October 4, 2017, Rockefeller Financial Services announced a new independent financial services firm, Rockefeller Capital Management.
Continue reading "Rockefeller Financial to Form Independent Wealth Management Firm" »
On November 9, 2017, Anima Holding S.p.A announced an agreement to acquire Aletti Gestielle SGR from Banco-BPM Group.
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On November 8, 2017, the ODDO BHF group announced the merger of Frankfurt-Trust Investment-Gesellschaft mbH and ODDO BHF Asset Management GmbH.
Continue reading "ODDO BHF Asset Management Merges with Frankfurt-Trust" »
On October 31, 2017, Gresham House Plc announced the acquisition of Hazel Capital LLP’s asset management business.
Continue reading "Gresham House Acquires Hazel Capital’s Management Business" »
On October 12, 2017, Reliance Nippon Life Asset Management Limited announced its IPO.
Continue reading "Reliance Nippon Life Asset Management Launches IPO" »