Category Archives: Latin America

The Importance of Brand in Asset Management – Discussion with BNY Mellon Investment Management Asia CEO Alan Harden at Fund Forum Asia 2012

FUND FORUM ASIA INTERVIEW 2012 – BRAND VERSUS BOUTIQUE Is There Space For Niche Players In A Brand-Conscious Market?  During the main conference of the Fund Forum Asia 2012 in Hong Kong, I had the pleasure of discussing brand in … Continue reading

Posted in apps, asia, Brand, cash flows, Enskat, information delivery, Latin America, professional fund buyers | 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

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

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

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 , , , , , , , , , , , , , , , , , , , , , , , , , | 5 Comments

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

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 , , , , , , , , , , , , , , , , , , , , , | 3 Comments

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

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 , , , , , , , , , , , , , , , , , , , , | Leave a comment

New book: The State of the Global Asset Management Industry…

Publishing a new book tomorrow – the state of the global asset management industry – stay tuned for details and videos:

Posted in asia, beauty, black swans, Brand, Brazil, cash flows, Chile, China, consulting, EFAMA, Enskat, information delivery, iPad, Latin America, money, private banking, professional fund buyers, SWFs | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

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 , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

All Eyes on Asia and Latin America/Brazil for Global Private Banks

This week we saw a number of Swiss private banks report their quarterly results. Building on our recent “Spotlight on Switzerland“, jointly written with my HK-based senior research analyst Bryan Liu, growth primarily came from the wealth management units of … Continue reading

Posted in asia, black swans, Brand, Brazil, cash flows, Chile, China, consulting, distribution, institutions, Latin America, money, professional fund buyers, switzerland, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment