Alpha FMC acquires cloud SaaS business Obsidian Solutions Limited

Mon, 11/11/2019 - 08:58

Alpha FMC, a provider of specialist consultancy services to the Asset and Wealth Management industry has completed the acquisition of Obsidian Solutions Limited, a financial services cloud-based SaaS business in the United Kingdom. »

FNZ completes acquisition of GBST

Wed, 06/11/2019 - 10:05

FNZ, a global platform as a service (PaaS) company, has completed the acquisition of Australian listed financial technology company GBST Holdings Ltd (GBST), a provider of specialist financial services technology to the capital market and wealth management sectors. »

ButcherJoseph acquires Laffer investments

Mon, 04/11/2019 - 10:57

ButcherJoseph Financial Holdings, an affiliate of investment banking firm ButcherJoseph & Co, has acquired Laffer Investments Inc, an SEC Registered Investment Advisor (RIA). »

ZEDRA to acquire LJ Fiduciary

Mon, 04/11/2019 - 10:51

ZEDRA Group, a specialist in Trust, Corporate and Fund Services has acquired LJ Fiduciary, from investment firm Alvarium. LJ Fiduciary will be rebranded and merged into the existing ZEDRA network. The deal is subject to local regulatory approval.  »

Embark to acquire Adviser and Partnership businesses of Alliance Trust Savings

Tue, 29/10/2019 - 10:16

Embark Group has agreed in principle to acquire the advised and partnership client books of Alliance Trust Savings (ATS) from interactive investor (II), for an undisclosed amount, further increasing Embark’s presence in the UK investment savings sector. »

ZEDRA acquires Telenture

Mon, 07/10/2019 - 10:34

ZEDRA a specialist in Trust, Corporate and Fund services is to acquire Talenture, an corporate and services provider based in Lugano, Switzerland. The acquisition, which is expected to close by te end of 2019, will bring ZEDRA’s global office total to 17 across 13 jurisdictions. »

Robin Geffen, Liontrust

Liontrust completes acquisition of Neptune

Tue, 01/10/2019 - 09:31

Specialist fund management company Liontrust has completed the acquisition of Neptune Investment Management Limited. »

Announcement - megaphone

LoCorr Funds acquires Steben & Company

Thu, 26/09/2019 - 10:15

LoCorr Funds is to acquire Steben & Company, an alternative asset manager that specialises in multi-manager alternative investment products. »

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