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Barings loans $141m to iM Global Partner for boutique investments
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iM Global to acquire Litman Gregory Asset Management
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US in the news: Asset manager buys San Francisco wealth firm
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$1.5 Billion Maentz Machlovitch Group Joins Rockefeller
Los Angeles–based Maentz Machlovitch Group that managed $1.5 billion at Morgan Stanley has joined Rockefeller Capital Management’s Southwest Division. The practice specializes in high-net-worth and ultra-high-net-worth families and provides institutional investment services to Native American tribes and Alaskan native corporations.
$1.1 Billion Team the Fortney Group Joins UBS
The Fortney Group joins UBS Financial from Morgan Stanley. The team, which managed $1.1 billion in client assets, is based in Houston. Grant Fortney, Scott Fortney and Michael B. Nichley and their three-member support staff provide wealth management services to ultra-high-net-worth individuals, families and executives.
Integrated Partners Nabs the Vedder Group
French Asset Manager iM Global Partner to Acquire Litman Gregory iM Global will use the asset management firm, which has about $4 billion in assets under management, as an extension of its distribution subsidiary, iM Global U.S., and plans to keep the wealth management unit independent.
A French asset manager has made its first foray into the U.S. wealth management market. Paris-based iM Global Partner announced plans this week to buy Litman Gregory, a wealth management and asset management firm in Walnut Creek, Calif.
iM Global Partner will take a 100% stake in Litman Gregory, which is currently owned by 12 remaining shareholders, four of which are retired, and Rosemont Investment Partners, a boutique private equity firm in Larkspur, Calif. that took a minority investment in 2013.