Tag: M and A

Atlanta-based Reliance Trust Company said it has partnered with local business leaders in Wilmington, North Carolina, to form a wealth management firm providing retirement services.

Westrock Asset Management announced the formation of a joint venture with Creighton Capital Management to offer a set of quantitative products to institutions and other qualified investors.

Los Angeles-based Transamerica Financial Advisors, Inc. (TFA), completed its merger with its affiliate, St. Petersburg, Florida-based InterSecurities, Inc. (ISI).

Neuberger Berman Group LLC has agreed to acquire Lehman Brothers Trust Company, N.A., and Lehman Brothers Trust Company of Delaware.