Category Archives: Brazil

Where is the industry going to grow? US/Europe vs Asia/Latam

Where is the industry going to grow most in the coming years. The answer varies for a number of the leading investment managers around the world. Let’s take a look at a few examples. Flipping assets away from home Despite … Continue reading

Posted in alternatives, asia, Brand, Brazil, Chile, consulting, Enskat, Enskat Associates, institutions, LatAm, Latin America, management, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Learning from Chile: Principal buys AFP, the growth of Latin America retirement investing and Chile educating the US

Latin America is high on the list of priorities for asset managers. Mostly, that includes expanding investment management in and for the region to build out product ranges and investment capabilities, but we also see a much stronger business push … Continue reading

Posted in alternatives, asia, Brand, Brazil, cash flows, Chile, consulting, Enskat, Enskat Associates, information delivery, Latin America, lifestyle, management, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , | 2 Comments

Private banking: The Julius Baer/Merrill deal… Asia vs LatAm

After missing out on Sarasin to Brazil’s Safra group (more details: Emerging Market M&A), Julius Baer snatched up Merrill’s private banking business. Buying Merrill’s ex-US wealth management business will increase assets under management for key emerging regions including Asia, LatAm … Continue reading

Posted in asia, Brand, Brazil, cash flows, consulting, Enskat, LatAm, Latin America, management, private banking, professional fund buyers | Tagged , , , , , , , , , | 2 Comments

Interviewing Dr. Mark Mobius in Monaco 2012: The Changing Perception of Emerging Markets

Posted in asia, Brand, Brazil, consulting, Enskat, LatAm, Middle East, money, pension funds, private banking, professional fund buyers, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Whitepaper on Asia Fund Distribution with Nomura Research Institute (NRI)

For many years I have had the great pleasure of working closely with Nomura Research Institute’s head of research, Sadayuki Horie.  Taking turns between Tokyo and New York, Horie’s insights into the Japan asset management industry have helped us shape our … Continue reading

Posted in asia, black swans, Brand, Brazil, cash flows, China, consulting, Enskat, Latin America, management, money, movement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Emerging Market M&A activities: Brazil – BTG Pactual’s IPO heavily oversubscribed

As I wrote in recent blogs on Brazil’s M&A activity, the country shows no signs of cooling down: – “Latin America in Asset Management – Quantifying the Opportunities for Brazil and the region” – “Brazil takes the lead: Net cash … Continue reading

Posted in asia, Brand, Brazil, cash flows, Chile, consulting, Enskat, LatAm, Latin America, management, wealth management | Tagged , , , , , , , , , , , , , , , , , , | 1 Comment

New Strategic Insight Study: State of the Global Asset Management Industry – 2011 Review, 2012 Outlook

New Strategic Insight Study: STATE OF THE GLOBAL FUND INDUSTRY – 2011 REVIEW, 2012 OUTLOOK   New York – March 7, 2012 – The second volume of Strategic Insight’s State of the Industry report provides a global review of 2011 … Continue reading

Posted in asia, beauty, black swans, Brand, Brazil, cash flows, Chile, consulting, distribution, EFAMA, Enskat, information delivery, institutions | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

2011 Global Asset Management Cash Flow Review & Outlook for 2012 – The 1%

FOR IMMEDIATE RELEASE Daniel Enskat, Head of Global Consulting, Senior Managing Director +1 212 217 6859, daniel@sionline.com    2011 GLOBAL MUTUAL FUND FLOWS DECREASE BY 80% TO $200 BILLION BUT THE 1% OF TOP PRODUCTS COLLECT $1 TRILLION IN NEW … Continue reading

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Emerging markets flex their muscles: Sao Paulo’s Safra brings Samba to Switzerland’s Sarasin:

For a few years now we have commented in our research on a metatrend “West-to-East”, developed market managers in the US or Europe leaving their domestic grass to look for greener postures in high-growth emerging markets, either organically or via … Continue reading

Posted in apps, asia, beauty, Brand, Brazil, cash flows, China, consulting, distribution, Enskat, information delivery, institutions, LatAm, Latin America, management, private banking, SWFs, switzerland, UCITS, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Emerging Market Bridges Asia-LatAm: CCB is targeting Brazil

One of the central themes in my latest book, State of the Asset Management Industry – Latin America, is around greater and more direct links between fast-growth emerging economies and regions, especially Asia and Latin America. This morning the Financial … Continue reading

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