Transactions

March 2016

Vestra Wealth LLP

Has entered into an agreement to sell a significant majority stake to

LGT

  • Financial Adviser to the Seller

January 2016

Zedra

Has entered into an agreement to acquire

Barclays Wealth & Investment Offshore Trust Business

  • Financial Advisor to the Buyer

September 2015

Aberdeen Asset Management

Has entered into an agreement to acquire

Parmenion Capital Partners

  • Financial Advisor to the Buyer

August 2015

Aberdeen Asset Management

Has entered into an agreement to acquire

Arden Asset Management

  • Financial Advisor to the Buyer

May 2015

Aberdeen Asset Management

Has entered into an agreement to acquire

FLAG Capital Management

  • Financial Advisor to the Buyer

February 2015

Sumitomo Mitsui Trust & Bank Limited

has sold its interest in NewSmith LLP to

Man Group plc

  • Financial Advisor to the Seller

November 2014

NLP Financial Management Limited

Has entered into an agreement to acquire

Birchwood Investment Management Limited

  • Financial Advisor to the Buyer

November 2014

Blevins Franks Group Limited

Has acquired

Siddalls France

  • Financial Advisor to the Buyer

October 2014

Old Mutual Wealth

Has entered into an agreement to acquire

Quilter Cheviot

  • £585 million
  • Financial Advisor to the Buyer

March 2014

Lord North Street Holdings Limited

Has entered into an agreement to merge with

Sand Aire Limited

  • Financial Advisor to the Seller

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