 |
|
|
|
| |
| |
| £412
million |
Advising
Rensburg Sheppards PLC on the recommended offer from Investec
PLC
|
| |
| Ongoing |
| United
Kingdom |
|
| |
| £235
million |
Advised
Insight’s senior management on BNY Mellon’s acquisition
of the business from Lloyds with £80billion of AUM
|
| |
| Announced
Aug 2009 |
| United
Kingdom |
|
| |
| €1,055
million |
Advised
Bank of China on strategic partnership and minority interest
acquisition in LCF Rothschild
|
| |
| November
2008 |
| France |
|
|
| |
| |
| £220
million |
Combination
of F&C’s property business with REIT to form
F&C REIT with AUM of £8.5 billion
|
| |
| July
2008 |
| United
Kingdom |
|
| |
| Undisclosed |
Acquisition
of Pyrford International, which had AUM
of $3 billion
|
| |
| November
2007 |
| United
Kingdom |
|
| |
| Undisclosed |
Partnership
arrangement with Hermes in relation to £22 billion
of indexed assets
|
| |
| September
2007 |
| United
Kingdom |
|
|
| |
| |
| Undisclosed |
Sale
of Insight Investment Management (Channel Islands) to
Syndicate Asset
Management
|
| |
| May
2007 |
| United
Kingdom |
|
| |
| £520
million |
Advised
Hellman & Friedman on recapitalisation of Gartmore
|
| |
| May
2007 |
| United
Kingdom |
|
| |
| £80
million |
Advised
Eureko on its asset management strategy and
sell-down of its stake in F&C
|
| |
| May
2007 |
| United
Kingdom |
|
|
| |
| |
| $140
million |
Advised
Schroders on its acquisition of NewFinance Capital |
| |
| May
2006 |
| United
Kingdom |
|
| |
| £77
million |
Demerger
from Cazenove Group
|
| |
| December
2005 |
| United
Kingdom |
|
| |
| Undisclosed |
Pre-Conditional
Offer for Amvescap, which had AUM of £216 billion
|
| |
| August
2005 |
| United
Kingdom |
|
|
| |
| |
| £260
million |
Acquisition
of certain fund management businesses of Deutsche Asset
Management
|
| |
| July
2005 |
| United
Kingdom |
|
| |
| £188
million |
Acquisition
of Carr Sheppards Crosthwaite from Investec
|
| |
| April
2005 |
| United
Kingdom |
|
| |
| £1.1
billion |
Merger
of ISIS Asset Management and F&C Group
|
| |
| July
2004 |
| United
Kingdom |
|
|
|
| |
| |
| Undisclosed |
Advised
Gartmore on the sale
of its back and middle office operations to HSBC
|
| |
| January
2004 |
| United
Kingdom |
|
| |
| Undisclosed |
Advised
in relation to Edinburgh Fund Managers |
| |
| September
2003 |
| United
Kingdom |
|
| |
| Not
disclosed |
Advised
Gartmore on its acquisition of Govett Investments
|
| |
| September
2003 |
| United
Kingdom |
|
|
| |
| |
| Undisclosed |
Merger
of Martin Currie Private Clients and Thornhill
|
| |
| November
2002 |
| United
Kingdom |
|
| |
| Not
disclosed |
Advised
GE Capital
outsourcing its UK fund management portfolio to State
Street
|
| |
| September
2002 |
| United
Kingdom |
|
| |
| Undisclosed |
Restructuring
of Pilgrim Baxter’s revenue share interests
|
| |
| March
2002 |
| United
Kingdom |
|
|
| |
| |
| £86
million |
Acquisition
of fund
management contracts from LAHC
|
| |
| April
2001 |
| United
Kingdom |
|
| |
| €670
million |
Advised
HVB on the sale of
F&C to Eureko
|
| |
| March
2001 |
| United
Kingdom |
|
| |
| £140
million |
Acquisition
of the Unit Trust
and Managed Pension Fund businesses of Friends
Provident
|
| |
| February
2001 |
| United
Kingdom |
|
|
| |
| |
| £150
million |
Sale
of Murray Johnstone to Aberdeen Asset Management |
| |
| December
2000 |
| United
Kingdom |
|
| |
| £1.1
billion |
Sale
of Perpetual to
AMVESCAP |
| |
| October
2000 |
| United
Kingdom |
|
| |
| $50
million |
Advised
Lexington Global
Asset Managers on its sale to Reliastar Financial Corp.
|
| |
| June
2000 |
| United
States |
|
|
| |
| |
| $120
million |
Sale
to Colonial
|
| |
| February
2000 |
| United
Kingdom |
|
| |
| Undisclosed |
Advised
Intersec Inc. on its
sale to Deutsche Bank |
| |
| November
1999 |
| United
States |
|
| |
| Undisclosed |
Advised
Carlson Investment
Management on its sale to Skandia
|
| |
| October
1999 |
| Sweden |
|
|
| |
| |
| $700
million |
Advised
Global Asset Management (GAM) on its sale to UBS |
| |
| July
1999 |
| Bermuda |
|
| |
| £1.9
billion |
Acquisition
of M&G Group |
| |
| April
1999 |
| United
Kingdom |
|
| |
| £55
million |
Purchase
of Guinness Mahon Holdings |
| |
| February
1999 |
| United
Kingdom |
|
|
| |
| |
| Undisclosed |
Advised
Nicholas Applegate on the sale of its non-US business
to Colonial First State
|
| |
| February
1999 |
| Singapore |
|
| |
| $225
million |
Advised
AXA Investment Managers on its acquisition of The Barr
Rosenberg Group
|
| |
| October
1998 |
| United
States |
|
| |
| £40
million |
Acquisition
of London & Manchester Asset
Management
|
| |
| September
1998 |
| United
States |
|
|
| |
| |
| £369
million |
Acquisition
of Henderson plc
|
| |
| April
1998 |
| United
Kingdom |
|
| |
| Undisclosed |
Sale
of management stake to Investec
|
| |
| February
1998 |
| United
Kingdom |
|
| |
| £132
million |
Acquisition
of Friends Provident Asset Management
|
| |
| February
1998 |
| United
Kingdom |
|
|
| |
| |
| £1.6
billion |
Acquisition
of AIM Corporation
|
| |
| February
1997 |
| United
Kingdom |
|
| |
| £91
million |
Sale
to Edinburgh Fund Managers
|
| |
| February
1996 |
| United
Kingdom |
|
| |
| £1.25
billion |
Demerger
of 75% of MAM from SG Warburg
|
| |
| May
1995 |
| United
Kingdom |
|
|
| |
Includes transactions advised on by Fenchurch
team members at predecessor firms. |
