Transactions 2

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