Mitsui Sumitomo acquires 12.5% stake in W. R. Berkley
United States
Procyon acquires OLV to expand presence in US
The acquisition of OLV adds more than $500m in assets under management (AUM), bringing Procyon’s total AUM to nearly $9bn.
Summit Financial invests in Ivy Wealth Management
Mercer Advisors acquires Glass Jacobson
Creative Planning acquires US registered investment advisor Burt Wealth
Wealthfront announces plans for IPO and Nasdaq listing
Goldman Sachs agrees to acquire Innovator Capital for $2bn
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