All articles by Verdict Staff
Verdict Staff
361 Capital to snap up BRC Investment Management
361 Capital, a US-based investment firm that specialises in liquid alternative mutual funds, has agreed to acquire equity money manager BRC Investment Management for an undisclosed amount.
Family-owned Harvest Group Wealth Management launched in US
A Massachusetts-based family team has broken away from UBS to introduce a new independent firm, known as The Harvest Group Wealth Management.
Zedra wraps up Allied Corporate Services acquisition
Zedra, a provider of independent trust, fiduciary, corporate and fund services, has completed the acquisition of Allied Corporate Services, a Netherlands-based provider of independent corporate services, following the approval of the Dutch central bank.
JM Finn names new head of Yorkshire office
British investment manager JM Finn has appointed Andrew Aitken as head of the Yorkshire office, replacing David Barstow.
La Trobe Financial rolls out online investment platform
Australian credit specialist La Trobe Financial has unveiled a new online investment platform that will allow investors to have real time access to online investments from any location.
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Schroders-owned Cazenove Capital to buy wealth business of C. Hoare & Co
Cazenove Capital Management, the UK wealth manager of Schroders, has agreed to acquire the wealth management business of British private bank C. Hoare & Co for an undisclosed sum.
AFH Financial snaps up assets of CRS Financial Planning
AFH Financial, a UK-based financial planning led wealth management firm, has purchased the assets of independent financial adviser CRS Financial Planning, adding £25m to its funds under management (FUM).
BPWA snaps up Texas-based RIA Ironmark Advisors
Beacon Pointe Wealth Advisors (BPWA) has agreed to acquire Ironmark Advisors, a registered investment adviser (RIA) managing $340m in assets.
Fiera Capital to acquire UK-based Charlemagne Capital
Canadian asset manager Fiera Capital has agreed to purchase UK-based Charlemagne Capital in an all-cash deal valued at £40.7m ($52.8m).
Janus Capital to merge with Henderson Group
Investment management firms Janus Capital and Henderson Group have agreed to an all-stock merger, to create a global active asset manager with over $320bn in assets.