Category Archives: LatAm

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

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

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

New 110-page Strategic Insight book: State of the Industry – Latin America

Posted on November 9, 2011 by danielenskat

This week, I am publishing a new study on the Latin America Asset Management Industry. As always, I worked closely with my now Hong Kong based senior research analysts Lise Carpenter and Bryan Liu. In addition, research analyst Marlon Valle … Continue reading →

Posted in apps, asia, beauty, black swans, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, Enskat, India, information delivery, institutions, iPad, LatAm, Latin America, management, Middle East, money, movement, pension funds, private banking, professional fund buyers, UCITS, Uncategorized, wealth management | Tagged 2011 outlook, asia, asset international, asset management, assets, brand, Brazil, bryan liu, building bridges, consulting, daniel enskat, distribution, emerging markets, europe, finance, flows, franssu, latin america, lise carpenter, marketing, marlon valle, mutual funds, soti, soti latam, strategic insight, study | 5 Comments

Interviews in Sao Paulo, Brazil, on the Latin America Asset Management Industry

Posted on November 9, 2011 by danielenskat

Last month in Brazil at the Fund Forum, I had the pleasure of giving the opening keynote speech and to interview a few of the leaders of the industry in Latin America. 1. Daniel Enskat interviews Carlos Andre (Head of … Continue reading →

Posted in asia, beauty, black swans, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, Enskat, information delivery, institutions, LatAm, Latin America, Uncategorized | Tagged #FFI11, 2011 outlook, amancio perez, asia, asset international, asset management, assets, bb dtvm, brand, Brazil, building bridges, business, carlos andre, China, consulting, daniel enskat, distribution, fund forum Latin america, fund forum tv, head of global consulting, latin america, pictet | 3 Comments

Chile “disapproves” Dublin products in its pension funds… opportunity for Luxembourg, threat for UCITS?

Posted on September 9, 2011 by danielenskat

Chile’s Comision Clasificadora de Riesgo (CCR) this month “disapproved” Dublin-based UCITS products from being invested into by Chilean pension funds due to credit rating downgrades and sovereign debt concerns – according to regulators and industry experts, Moody’s decision to downgrade … Continue reading →

Posted in asia, beauty, black swans, Brand, Brazil, cash flows, Chile, consulting, distribution, EFAMA, Enskat, LatAm, Latin America, Uncategorized | Tagged asia, asset international, asset management, assets, brand, building bridges, business, Chile, consulting, daniel enskat, distribution, dublin, europe, finance, head of global consulting, hong kong, ireland, marketing, mutual funds, restricted investments, strategic insight | Leave a comment

All Eyes on Asia & Latin America for Fund Managers and Private Banks

Posted on August 1, 2011 by danielenskat

Tonight I will publish a new report, “Emerging Market Bridges: All Eyes on Asia & Latin America for Fund Managers & Private Banks”, co-written with Jamie Maak, our London-based director of client services. A few highlights below: • Asia & … Continue reading →

Posted in apps, asia, beauty, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, information delivery, institutions, LatAm, Latin America, management, money, movement, pension funds, private banking, professional fund buyers, UCITS, wealth management | Tagged 2011 outlook, asia, asset international, asset management, assets, brand, Brazil, colombia, consulting, daniel enskat, distribution, europe, finance, gps, griffo, head of global consulting, hedging, hong kong, jamie maak, latin america, marketing, mutual funds, peru, research, strategic insight | Leave a comment

Spotlight on Colombia… Art, history, culture, dance, food and LatAm Asset Management

Posted on July 15, 2011 by danielenskat

I just came back from a trip to Colombia. While almost all major sources of public information warn you about the country and especially Medellin and Cali, but also Bogota, this perception couldn’t be further from the truth. Yes, the … Continue reading →

Posted in beauty, black swans, Brand, Brazil, China, distribution, LatAm, Latin America, movement | Tagged asset international, asset management, bogota, botero, cali, colombia, consulting, daniel enskat, distribution, head of global consulting, latam, latin america, marketing, medellin, mutual funds, strategic insight | 1 Comment

Daniel Enskat and Jean Baptiste de Franssu discuss UCITS at FundForum International 2011

Posted on July 11, 2011 by danielenskat

Thank you, FundForumTV – #FFI11 is the largest asset management conference in the world. Daniel Enskat, Senior Managing Director at Strategic Insight and Jean Baptiste de Franssu, CEO, Invesco met at FundForum International 2011 for a filmed discussion following the … Continue reading →

Posted in apps, asia, black swans, Brand, consulting, distribution, EFAMA, information delivery, LatAm, Latin America, management, money, pension funds, private banking, professional fund buyers, UCITS | Tagged #FFI11, 2011 outlook, asia, asset international, asset management, assets, brand, building bridges, business, consulting, daniel enskat, distribution, efama, emerging markets, europe, flows, franssu, fund forum, fundforumTV, head of global consulting, monaco, mutual funds, passport, president, strategic insight, ucits | Leave a comment