Acquisitions | Institutional Asset Manager

MJ Hudson acquires ESG consultancy from Spring Associates

Mon, 15/07/2019 - 10:01

MJ Hudson, an asset management consultancy, has acquired Spring Associates Responsible Investment Service, an ESG (environmental, social and governance) consultancy and reporting business, based in Amsterdam. »

INTL FCStone acquires outsourced trading firm Fillmore Advisors

Thu, 11/07/2019 - 15:02

INTL FCStone has executed a sale and purchase agreement to acquire outsourced trading firm Fillmore Advisors. »

Pico to acquire Corvil

Tue, 09/07/2019 - 08:42

Pico, a provider of technology services for the global financial markets community, is to acquire Corvil, a specialist in real-time analytics and machine intelligence products for financial markets infrastructure performance and operations. »

NCR acquires D3 Technology

Wed, 03/07/2019 - 10:20

NCR Corporation (NYSE: NCR), a technology provider for the financial industry, has acquired D3 Technology, a provider of online and mobile banking for the Large Financial Institution (LFI) market. »

Avaloq acquires Derivative Partner

Tue, 02/07/2019 - 10:37

Avaloq, a cloud platform and service provider for banks, wealth managers and investment firms, has signed an agreement to acquire 100 per cent of Zurich-based Derivative Partners AG, an independent information and data provider for Structured Products and Derivatives. »

Silvercrest Asset Management Group acquires Cortina Asset Management

Tue, 02/07/2019 - 10:35

Silvercrest Asset Management Group (Silvercrest) has completed its acquisition of substantially all of the assets of Cortina Asset Management (Cortina), an independent asset management firm based in Milwaukee, Wisconsin, managing approximately USD1.7 billion in small cap growth equity strategies. »

Palatine owned SMP Group acquires Jersey-based Helm

Tue, 02/07/2019 - 10:33

Palatine Private Equity owned SMP Group, a professional and financial services group headquartered in the Isle of Man, is to acquire Helm Trust Company Limited, a trust and corporate services provider based in Jersey. »

Principal completes acquisition of Wells Fargo institutional retirement & trust business

Tue, 02/07/2019 - 10:28

Principal Financial Group has closed its acquisition of the Wells Fargo & Company (NYSE: WFC) Institutional Retirement & Trust business. Principal will now begin the integration of Wells Fargo’s defined contribution, defined benefit, executive deferred compensation, employee stock ownership plans, institutional trust and custody and institutional asset advisory businesses. »

Apex Group closes acquisitions of Link Asset Services’ CPCS and Throgmorton businesses

Mon, 01/07/2019 - 10:10

Apex Group (Apex), has successfully closed the acquisition of the Corporate and Private Client Services (CPCS) and Throgmorton businesses of Link Group’s Asset Services division. »

ZEDRA acquires Interben Trustees Limited

Thu, 13/06/2019 - 10:14

ZEDRA has acquired Interben Trustees in Guernsey. The acquisition enhances ZEDRA’s international pension and employee benefits portfolio and at the same time, and provides the group with an entry point into the Nordic institutional market for employee benefits products and services. »