Digital Assets Report


Suntera Global acquires Reference Financial Services SA (Luxembourg)

Suntera Global has continued its growth strategy with the acquisition of Reference Financial Services SA (Luxembourg), a boutique fund administration and corporate services firm.  The acquisition, which is subject to appropriate regulatory approvals, adds to Suntera Global’s client base while

DeFi Technologies to acquire Protos Asset Management

DeFi Technologies has entered into a letter of intent (LOI) to acquire 100 per cent of the issued and outstanding securities of Protos Asset Management (Protos). Protos, through its various funds and investment structures, gives investors exposure to professionally managed

Link Group completes acquisition of Casa4Funds

Following the announcement in December 2020 that Link Group had signed an agreement with Banor Capital for the acquisition of Casa4Funds, the deal is now complete following regulatory approval from the CSSF. The acquisition provides additional scale for Link Fund

B Riley Financial acquires 272 Capital

B Riley Financial, a diversified provider of business advisory and financial services, has acquired the investment advisory business of 272 Capital. Led by Wes Cummins, the growing registered investment advisor employs an in-depth primary fundamental research approach to its long/short

Apex Group acquires Israeli fund services provider

Apex Group, a global financial services provider, has acquired Tzur Management (Tzur), a fund administration services provider with offices in Tel Aviv, Israel and New York. This strategic deal further enhances Apex’s geographic reach and ability to deliver high quality

KB Associates acquires EFG Fund Management

KB Associates (KBA), a professional services firm advising investment funds and asset managers, has completed its acquisition of EFG Fund Management, a Luxembourg-based management company and subsidiary of EFG International AG, the Swiss Private Banking Group (EFG).  The transaction was

Broadridge acquires post-trade solutions business

Broadridge Financial Solutions has acquired Alpha Omega, a market-leading FIX-based post-trade solutions provider for the investment management industry. This acquisition builds on Broadridge’s recent acquisition of Itiviti. 


06 June, 2024 – 5:00 pm

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