Category Archives: consulting

Aberdeen’s 14th Annual UK Investment Conference – September 2012

Posted on September 17, 2012 by danielenskat

On the first weekend of September, I had the pleasure of being in Scotland to participate in Aberdeen Asset Management’s 14th Annual UK Investment Conference and Braemar Gathering 2012. CEO Martin Gilbert welcomed the guests and introduced the theme, “Investing … Continue reading →

Posted in apps, asia, Brand, consulting, Enskat, information delivery | Tagged aberdeen, alistair darling, andrew neil, anne applebaum, anthony hilton, asset management, bob janjuah, braemar gathering, cebr, chancellor, daniel enskat, doug mcwilliams, EM, emerging markets, enskat associates, global research, highland games, hugh young, investing, martin gilbert, piers currie, queen elizabeth, risk, risk on risk off, scotland, stephane garelli | 2 Comments

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

Posted on August 16, 2012 by danielenskat

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 asia, associates, banking, daniel enskat, julius baer, latam, Merrill, Private, safra, sarasin | 2 Comments

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

Posted on July 17, 2012 by danielenskat

Posted in asia, Brand, Brazil, consulting, Enskat, LatAm, Middle East, money, pension funds, private banking, professional fund buyers, Uncategorized | Tagged asia, asset international, asset management, assets under management, aum, brics, EM, emerging markets, enskat associates, equities, fixed income, Franklin Templeton, frontier markets, fund forum international, global consulting, institutional investor, local currency, mark mobius, monaco 2012, strategic insight, SWFs, warren | 1 Comment

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

Posted on April 23, 2012 by danielenskat

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 2012, asset international, asset management, assets, associates, brand, Brazil, building bridges, business, Chile, China, consulting, daniel enskat, distribution, distribution in asia, FFAsia, head of global consulting, hong kong, japan, mutual funds, nomura, nri, pineda, strategic insight, white paper | 1 Comment

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

Posted on April 22, 2012 by danielenskat

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 abu dhabi, agnelli, andre esteves, asset management, associates, brand, Brazil, building bridges, business, cic, consulting, daniel enskat, emerging markets, goldman sachs, jc flowers, mutual funds, private equity, sic, sig | 1 Comment

Keynote speech at Nordic Fund Selection Forum 2012 – Stockholm, Sweden

Posted on April 21, 2012 by danielenskat

After the huge investor education event at Bocconi University in Milan – 10,000 people in three days, I left for Stockholm at night for the Nordic Fund Selection Forum. As I wrote in a recent blog, the Nordics have been … Continue reading →

Posted in Brand, consulting, distribution, Enskat, information delivery, management, nordics, pension funds, private banking, professional fund buyers, wealth management | Tagged aaron, aberdeen, andreas pfunder, asia, asset international, asset management, assets, associates, barings, brian, building bridges, business, consulting, daniel enskat, distribution, emerging markets, enskat, europe, folksam, FSU, fund selection, head of global consulting, hong kong, howard, janus, jupiter, la francaise, mutual funds, NFSF 2012, niklas, nordea, nordic, parala, schor, schroders, seb, standard life, steven goldin, stockholm, strategic insight, sweden, tell media, wealth management | 1 Comment

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

Posted on March 7, 2012 by danielenskat

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 1%, 1% vs 99%, 2011 outlook, 2012 outlook, aberdeen, alternatives, asia, asset international, asset management, assets, blackrock, blockbusters, brand, building bridges, business, Chile, consulting, daniel enskat, distribution, enskat associates, flagships, Franklin Templeton, global bond, head of global consulting, hendrik du toit, hong kong, Investec, investment solutions, japan, larry fink, marketing, markets, mobius, pimco, snapshot, strategic insight, uk, us, vijay advani, warren buffett, winner takes all | 2 Comments

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

Posted on February 27, 2012 by danielenskat

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 →

Posted in beauty, black swans, Brand, Brazil, cash flows, China, consulting, distribution | Tagged 1%, 2011, 2011 outlook, 2012 outlook, asset international, asset management, assets, cash flows, consulting, daniel enskat, distribution, finance, global funds, head of global consulting, leading managers, mutual funds, strategic insight, top managers, top products, ucits | Leave a comment

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

Posted on November 26, 2011 by danielenskat

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 acquisitions, asia, asset international, asset management, brand, Brazil, building bridges, business, Chile, China, consulting, daniel enskat, distribution, e2D, E2W, east-to-west, emerging markets, emerging-to-developed, europe, head of global consulting, hong kong, julius baer, safra, sarasin, strategic insight, W2E, westtoeast | 1 Comment

Emerging Market Bridges Asia-LatAm: CCB is targeting Brazil

Posted on November 21, 2011 by danielenskat

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 →

Posted in asia, beauty, black swans, Brand, Brazil, Chile, China, consulting, Enskat, information delivery, Uncategorized | Tagged asset international, asset management, brand, Brazil, building bridges, ccb, china construction bank, consulting, daniel enskat, distribution, head of global consulting, latam, miami, mutual funds, strategic insight | Leave a comment