Thesis takes over DFM as ‘expansive attitude’ takes hold
Thesis Asset Management has kicked off its growth plans with the acquisition of discretionary investment firm, Cambridge Fund Managers.
Thesis Asset Management has kicked off its growth plans with the acquisition of discretionary investment firm, Cambridge Fund Managers.
Skagen Funds has been acquired by Nordic long-term savings and pensions firm the Storebrand Group, a move which it says will broaden its product offering.
Two Australian investment firms, Challenger and Macquarie, are among the lead bidders for a £25bn piece of Richard Buxton’s Old Mutual Global Investors, Sky News has reported.
Guernsey-based European Wealth, an integrated wealth management group, is to acquire a US broker network with $1.7bn (£1.29bn) assets under management and re-brand itself.
Wealth manager and legal adviser Progeny Group has acquired Chestergate Financial Planning in a continued push of its ‘acquire to hire’ strategy.
Mattioli Woods’ total revenue broke through the £50m mark in 2017, as the specialist wealth manager confirmed that M&A remains a “core part of its growth strategy.”
Nick Train’s Finsbury Growth & Income Trust (FGT) has made a massive comeback in 2017, which the manager says is largely down to the failed merger between consumer goods giants Kraft Heinz and Unilever.
Merger discussions between Rathbones and Smith and Williamson have collapsed following a decision by the latter to attempt to list on the stock market.
Tilney Group has reportedly submitted a last-minute bid for rival Smith & Williamson to derail its imminent merger with Rathbones.
To what extent should portfolio advisers be factoring corporate activity into their investment thinking and decisions?
Rathbones has confirmed it is currently in exclusive discussions with Smith & Williamson regarding a possible merger of the two groups.
The formation of investment giant Standard Life Aberdeen has been finalised, the company confirmed early Monday morning.