MergerLinks Header Logo

Announced

Completed

Fiduciary Trust Company International completed the acquisition of Athena Capital Advisors.

Synopsis

Fiduciary Trust Company, a global wealth management firm, completed the acquisition of Athena Capital Advisors, a privately-owned registered investment advisor. Financial terms were not disclosed. "Lisette and her team have been pioneers in the fields of impact investing and quantitative investment management, and the due diligence, investment research, and manager selection methodologies they have developed in these areas will strengthen the advisory services we provide across our organization. The combination of our firms will enhance the experience we can deliver to high-net-worth and ultra-high-net-worth clients across the country," John M. Dowd, Fiduciary Trust Company International CEO.

Show Details & Financials

Market Context

Sort

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US