Deals and Transactions

deals and transactions

Brooks Macdonald acquires DPZ for GBP5.7m

Brooks Macdonald Group’s wholly owned subsidiary, Brooks Macdonald Asset Management (International) Limited (BMI), has acquired DPZ Capital from DPZ Holdings Limited. »


ABI’s investment affairs division to merge with IMA

The boards of the Association of British Insurers (ABI) and the Investment Management Association (IMA) have agreed in principle to merge the investment activities of the ABI with the IMA. »


Freed Advisors joins Chevy Chase Trust

Washington DC wealth management firm Freed Advisors has joined the Chevy Chase Trust team.  »


Ingenious and Thurleigh agree merger

Ingenious Asset Management and Thurleigh Investment Managers are to merge. »


Wealth management platform provider FolioDynamix acquires GlobalBridge

FolioDynamix, a provider of web-based wealth management technology, content and advisory services for managing the full investment and wealth management lifecycle, has closed on the acquisition of GlobalBridge. »

Document signing

Guernsey and Swiss regulators sign MoU on investment funds distribution

The Guernsey Financial Services Commission (GFSC) has signed a memorandum of understanding (MoU) with the Swiss Financial Market Supervisory Authority (FINMA) regarding the distribution of investment funds to retail investors. »

Approved stamp

FCA approves Seneca Investment Managers’ acquisition of Miton Capital Partners

Seneca Investment Managers has completed the acquisition of Liverpool-based Miton Capital Partners, following approval by the Financial Conduct Authority. »


Cantor Fitzgerald Wealth Partners and Wilshire Funds Management form partnership

Cantor Fitzgerald Wealth Partners (CFWP) and Wilshire Funds Management (WFM), the global investment management business unit of Wilshire Associates, have entered into a strategic advisory partnership. »

Document signing

Amundi and Tikehau sign partnership agreement

Amundi and Tikehau have agreed a strategic asset management partnership, whereby the two companies will focus their cooperation on private debt management. »


Standard Life Investments acquires Ignis Asset Management

Standard Life’s global investment management business, Standard Life Investments, is to acquire Ignis Asset Management from Phoenix Group Holdings. »

Upcoming events

Upcoming training

Mon, 12/05/2014 (All day) - Dubai
Tue, 13/05/2014 (All day) - Dubai