deals and transactions

LaSalle partners with Artivest

Thu, 16/05/2019 - 11:02

LaSalle Investment Management (LaSalle) has partnered with Artivest to expand its reach into the retail market for privately placed US value-add real estate investment programs through a closed end vehicle.  »

Nest Wealth acquires Razor Logic Systems

Wed, 15/05/2019 - 15:42

Nest Wealth, a B2B digital wealth management platform in Canada, has acquired Alberta-based Razor Logic Systems, the makers of RazorPlan, one of Canada's leading financial planning software solutions.  »

Dolfin completes acquisition of Falcon Private Wealth’s business

Mon, 13/05/2019 - 14:54

Independent wealth management platform Dolfin has completed its acquisition of the business of London-based Falcon Private Wealth Ltd. »

EP Wealth acquires Conlon Dart Wealth Management

Thu, 09/05/2019 - 10:52

EP Wealth Advisors (EP Wealth), an independent registered investment adviser that specialises in client-centric financial planning and investment management services, has acquired Conlon Dart Wealth Management (Conlon Dart) in Seattle. »

Fairstone acquires Brett & Randal

Wed, 08/05/2019 - 14:43

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has acquired Brett & Randall Financial Services. »

Fitzrovia Finance opens GBP100 million institutional platform to private investors

Wed, 08/05/2019 - 10:44

Having launched to institutional investors in 2017, secured property lender Fitzrovia Finance is now open to private investors, who with a minimum investment of GBP1,000, can benefit from attractive returns of up to 5.5 per cent pa.  »

Furnley House secures GBP200,000 MEIF investment

Tue, 07/05/2019 - 11:11

Leicester-based Furnley House Limited (Furnley House), a firm of independent financial advisers and mortgage brokers, has secured a GBP200,000 investment from the Midlands Engine Investment Fund (MEIF). »

Cresset acquires Cypress Wealth Advisors

Thu, 02/05/2019 - 17:26

Cresset Asset Management (Cresset) has acquired Cypress Wealth Advisors (Cypress), a San Francisco-based SEC Registered Investment Advisor (RIA) with more than USD500 million in assets under management.  »

Cerity Partners merges with Karsten Advisors

Thu, 02/05/2019 - 17:25

Wealth management and investment consulting firm Cerity Partners has merged with Fort Worth-based wealth management firm Karsten Advisors.  »

Luxon Financial closes acquisition of Tradition Capital Management

Thu, 02/05/2019 - 11:02

Luxon Financial, an independent financial services firm and the parent of wealth manager Cary Street Partners, has closed on the acquisition of Tradition Capital Management, a New Jersey-based registered investment advisor. »


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