September 2013
Forum Partners Investment Management
Has entered into an agreement to sell a 24.9% interest to
La Française
- Financial Advisor to the Seller
November 2012
Kairos Investment Management SpA
has sold a 19.9% interest to
Julius Baer
- Financial Advisor to the Seller
November 2012
Taylor Young Investment Management
has been acquired by
Rathbones
- Financial Advisor to the Seller
July 2012
Hermes BPK
has acquired the
Caliburn Greater China Fund
- Financial Advisor to the Buyer
April 2012
RM Walkden & Co Ltd
has been acquired by
Rathbones
- Financial Advisor to the Seller
April 2012
Blevins Franks
has been acquired by
Management and JJ&P Holdings
- Financial Advisor to the Buyer
December 2011
NewSmith Capital Partners
has sold a 40% interest to
Sumitomo Trust & Banking Co, Ltd
- £35 million
- Financial Advisor to the Buyer