Acquisition
AFH Financial puts brake on acquisition activities
Wealth consolidator AFH Financial has decided to put a pause on its acquisition strategy due to the uncertain political and…
Mariner Wealth Advisors to acquire Patriot Wealth Management
Wealth advisory firm Mariner Wealth Advisors has agreed to acquire Patriot Wealth Management in a bid to expand its advisory…
Fairstone acquires majority stake in Allensons Mortgage Advisors
Consolidator Fairstone has acquired a majority stake in Wokingham-based Allensons Mortgage Advisors to support its growth strategy. Allensons focuses on…
Argentum 47 acquires financial advisory firm Cheshire Trafford (UK)
Corporate advisory services provider Argentum 47 has snapped up Cheshire Trafford (UK), which offers investment advice, tax planning, life assurance,…
Natixis to acquire minority stake in WCM Investment Management
Natixis Investment Managers has agreed to acquire a 24.9% minority stake in US-based asset manager WCM Investment Management. The agreement…
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Capital Dynamics to acquire Advanced Capital SGR
Swiss asset manager Capital Dynamics has agreed to acquire all the shares of Italian alternative asset manager Advanced Capital SGR…
Wells Fargo to offload majority stake in RockCreek Group
Wells Fargo Asset Management (WFAM) has agreed to sell its 65% stake in The RockCreek Group back to RockCreek founder…
Fairstone snaps up IFA Robert Goodman Associates
Consolidator Fairstone Group has acquired IFA Robert Goodman Associates (RGA), marking its fourth acquisition this year. The transaction adds £70m…
Vontobel’s acquisition of Notenstein La Roche completed
Vontobel's acquisition of previously announced acquisition of Notenstein La Roche Privatbank from Raiffeisen Switzerland has now been completed. With 13…
Peapack-Gladstone swoops on Lassus Wherley & Associates
Peapack-Gladstone Financial, the parent of Peapack-Gladstone Bank, has agreed to acquire New Jersey-based Lassus Wherley & Associates. Financial terms of…