2020
- 9 June 2020: City’s biggest trust bargain hunter merges with US rival
- 9 June 2020: London-listed fund manager defies M&A freeze to combine with US rival
- 9 June 2020: Karpus transaction looks a winner
- 9 June 2020: City Of London Investment Group To Acquire US Fund Manager Karpus
- 9 June 2020: City of London Investment Group agrees to buy Karpus Management
- 26 May 2020: More M&A Heat
- 7 May 2020: Investcorp, Tages merge absolute return businesses
- 6 May 2020: Investcorp and Tages Group Form Joint Venture
- 5 May 2020: Tages alle nozze con Investcorp, nasce un gigante da 6 miliardi di $
- 5 May 2020: Amid Market Turmoil, A New Alternatives Joint Venture Emerges
- 5 May 2020: Investcorp, Tages Group set up absolute-return joint venture
- 5 May 2020: Investcorp and Tages Merge Absolute Return Businesses to Create Investcorp-Tages Limited
- 26 February 2020: How and when to sack an investment trust fund manager
- 21 February 2020: Woodford Scandal: the lessons investment trusts should learn
2019
- 17 December 2019: DFM Waverton buys Top 100 firm Timothy James
- 17 December 2019: Waverton acquires 80-staff London Financial Planner
- 17 December 2019: Asset Manager buys London IFA
- 17 December 2019: DFM makes strides in IFA space with London acquisition
- 17 December 2019: Waverton Investment Management acquires London-based IFA
- 22 November 2019: UPDATE: Brooks Macdonald Completes Placing To Fund Cornelian Purchase
- 22 November 2019: Brooks Macdonald snaps up Cornelian AM for £39m
- 22 November 2019: Brooks Macdonald buys Cornelian Asset Managers in £39m deal
- 22 November 2019: Brooks Macdonald buys Edinburgh DFM
- 22 November 2019: Brooks Macdonald Acquisition of Cornelian RNS Announcement
- 22 November 2019: We have agreed to sell Cornelian Asset Managers to Brooks Macdonald
- 26 October 2019: Why smaller asset managers are on the prowl for M&A deals
2018
- 18 May 2018: Seven Investment Management’s purchase of Tcam provides more evidence of its UK private client ambitions and growth potential
- 17 May 2018: 7IM buys Tcam to create £13.6bn national challenger
- 17 May 2018: 7IM buys Edinburgh-based DFM
2017
- 21 August 2017: Rathbones’ swoop to ramp up City dealmaking push
2016
- 21 November 2016: Der italienische Patient
- 4 April 2016: Tilney Bestinvest snaps up Towry as wealth managers consolidate
- 15 March 2016: LGT takes majority in Vestra Wealth to expand in Britain
- 14 March 2016: LGT Group snaps up UK’s Vestra Wealth
- 14 March 2016: Private bank giant buys majority stake in Vestra
- 14 March 2016: International private banking and asset management group LGT to acquire majority stake in London-based wealth management partnership Vestra Wealth
- 14 March 2016: Vestra to be majority owned by Switzerland’s LGT
- 14 March 2016: Private bank acquires majority stake in Vestra
- 19 January 2016: Barclays sells offshore trust arm to investor group
- 19 January 2016: Barclays’ trust business acquired and rebranded
2015
- 13 October 2015: Banks rekindle a love affair with fund management
- 4 September 2015: Aberdeen buys online fund portfolio firm
- 4 September 2015: Aberdeen completes Parmenion buy
- 5 August 2015: Aberdeen Asset Management to expand with deal to buy Arden
- 4 August 2015: Aberdeen to acquire Arden Asset Management to enhance global hedge fund solutions capability and strengthen alternatives footprint in the U.S.
- 4 August 2015: Fund firm Aberdeen continues U.S. expansion with Arden buy
- 4 August 2015: Aberdeen Asset Acquiring Hedge Fund Firm Arden to Expand
- 17 July 2015: Asset Managers Are Sizing Up M&A
- 29 June 2015: Appetite for M&A rises – but do deals stack up?
- 27 May 2015: Aberdeen To Acquire FLAG Capital Management, LLC To Boost Global Alternatives Capability And Establish A Strong Alternatives Footprint In The U.S
- 27 May 2015: Aberdeen Asset Management to buy FLAG
- 27 May 2015: Aberdeen Asset Management says to buy Flag Capital Management
- 20 February 2015: Man Group plc announces the acquisition of the investment management business of NewSmith LLP
- 20 February 2015: Notice regarding Strategic Relationship Agreement with Man Group and Integration of NewSmith LLP into Man Group
- 20 February 2015: Man Group to Buy London-Based Investment Manager
- 20 February 2015: Man Group Hedge Fund Buys $1.2 Billion NewSmith Equities Manager
- 20 February 2015: Man Group to buy asset manager NewSmith
2014
- 12 November 2014: Advice firms merge to manage £550m of funds
- 4 November 2014: Expat specialist Blevins Franks buys Saunderson House sister co
- 4 November 2014: Tax and wealth adviser adviser acquired Siddalls France
- 3 November 2014: Blevins Franks Acquires Siddalls in France
- 17 October 2014: Old Mutual to Acquire British Wealth Manager for $936.6 Million
- 17 October 2014: Old Mutual PLC Acquisition of Quilter Cheviot (Investor Presentation)
- 17 October 2014: Old Mutual PLC Announces Acquisition of Quilter Cheviot (News Release)
- 17 October 2014: Old Mutual Wealth expands adviser and client proposition with acquisition of Quilter Cheviot (Press Release)
- 12 May 2014 A look at the FOHF line-up of 2003: where are they now?
- 20 March 2014 Des pionniers du multi-family office fusionnent
- 20 March 2014 Family office advisers merge
- 20 March 2014 Londoner Hochzeit – SandAire und Lord North Street fusionieren
- 20 March 2014 Newly appointed CEO to manage the expansion of the two firms
2013
- 12 September 2013 US Investor Prepares for Peripheral Push
- 11 September 2013 La Française, Forum Enter into European Partnership
- 11 September 2013 Forum Partners and La Française Enter into Strategic Partnership
- 3 June 2013 Kairos Julius Baer SIM Receives Bank of Italy Approval
- 3 June 2013 Strategic Partnership between Julius Baer and Kairos Commences as Planned
2012
- 27 November 2012 Quilter Cheviot raring to reel in the wealthy
- 27 November 2012 European money manager divestments still a hard sell
- 13 November 2012 L’alleanza Kairos-Julius Baer
- 12 November 2012 Julius Baer strengthens its long-term position in Italy and forms strategic partnership with Kairos
- 7 November 2012 Rathbones acquires Taylor Young
- 7 November 2012 Alpha Trust Investment Services SA completes transaction involving Taylor Young
- 16 July 2012 Hermes BPK Partners enhances Asian capability with the Acquisition of the Caliburn Greater China Fund (HBPK 20120716)
- 23 April 2012 Hedge funds tipped to raid US corporate cash mountain
- 5 April 2012 Rathbone Brothers plc: Acquisition
- 9 January 2012 Moderate new Woosters’ power of concentrated capital
- 9 January 2012 A shake-up year looms for pay and bonuses
2011
- 14 December 2011 Sumitomo snaps up 40% of NewSmith fund boutique
- 14 December 2011 Formation of a Strategic Partnership with and Acquisition of an Interest in NewSmith LLP
- 27 August 2011 Experts predict consolidation of boutique funds
- 27 May 2011 Banks evaluate their stakes in funds
- 24 May 2011 Pakenham launches investment banking boutique