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Keyword: Mergers and acquisitions

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Squeezed by rising operations costs, heavier compliance burdens, shifting client expectations and tougher competition, independent asset-management firms increasingly are open to fielding attractive offers of sale or merger

Technology was a bright spot while historically dominant and traditional sectors, such as energy, mining and utilities, and industrials and chemicals dropped

Green growth curve

The acquisition combines Sustainalytics’ ESG research and ratings with GES’ engagement and screening services

  • By: IE Staff
  • January 9, 2019 February 14, 2019
  • 11:55

The two firms already were under the same house as U.S. private equity firm Genstar Capital owns both

big ben, bridge, river, london

Asset-management firm acquires 80% stake in U.K.-based Palmer Capital

  • By: IE Staff
  • December 21, 2018 February 14, 2019
  • 10:30
Toronto Skyline at dusk, Ontario, Canada

Insurer will pay GreenOak shareholders $195 million in cash in exchange for a 56% stake in the new firm

Retirement Insurance Pension Saving Plan Benefits Travel Concept

Jesse McNeil, director of group benefits at Rise People, will join the company

  • By: IE Staff
  • December 17, 2018 February 14, 2019
  • 10:15

CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service

  • By: IE Staff
  • December 14, 2018 February 14, 2019
  • 09:23
Customer Relationship Management handshake provider and customer flat illustration

Veteran advisor Les Sherman makes the switch

The exchange operator plans to combine the Toronto-based firm with its existing analytics hub business