Category Archives: Middle East

Strategic Insight Video Research Update – Switzerland: Funds, Flows, Wealth Management & West-to-East

A few weeks ago I published a research piece with my HK-based senior research analyst, Bryan Liu, called Spotlight on Switzerland. Below is a video update with HK-based analyst Lise Carpenter, discussing the piece further. The full report can be … Continue reading

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Monaco Fund Forum International 2011 – Monday, distribution summit

The Monaco Fund Forum is the largest European asset management gathering and always a place to catch up with clients, prospects and friends. This year we are represented with a team of eleven in Monaco, including our chairman. I opened … Continue reading

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World Wealth Report 2011 – HNW Investment Trends: Metatrends, Asset Allocation and Bridges

Merrill Lynch and Capgemini this week published their annual World Wealth Report, a useful benchmark of HNW trends for over 20 years. It includes lots of nuggets and data touched on by us in our research – among the highlights … Continue reading

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Quo vadis, UCITS? 25 Years of UCITS – Oped with Jean-Baptiste de Franssu, EFAMA president

This week I published an oped piece with Jean-Baptiste de Franssu, President of EFAMA, on UCITS – with a review of the last 25 years, status quo, and future opportunities and challenges for the increasingly global brand of UCITS. Full … Continue reading

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Hong Kong throws the gauntlet at London and New York.

We have observed the metatrend “west-to-east” for a while – US and European firms targeting business growth across Asia and other emerging markets, both from an investment and distribution standpoint. We also have observed that, post-crisis, the latter markets are … Continue reading

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News release and article on “global fund review 2010 and outlook 2011”

Article on our global review in Ignites Asia today. News released just went out: FOR IMMEDIATE RELEASE Daniel Enskat, Head of Global Consulting, Senior Managing Director HK +852 2251 8248, NY +1-212-217-6859, daniel@sionline.com $900 billion in 2010 stock and bond … Continue reading

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Global asset management – will the U.S. & Europe be left behind?

Wherever you look these days, the metatrend “West-to-East” manifests itself. A few observations from my discussions in Europe and the Middle East this week: Despite the wide-spread criticism of its domestic focus, China is doing its share to stimulate the … Continue reading

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Distribution research: SWFs & Transparency

As mentioned in some of my recent posts, I spent the last few months talking to over 100 leading global institutions and professional fund buyers to determine how the financial crisis impacted their organizations, asset allocation approaches and outlook. The … Continue reading

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Middle East Asset Management Opportunities

With $2 trillion in investable assets, a young population and low household penetration of mutual funds, what are the key criteria for a more sustainable Middle East asset management business post-crisis? Today I gave a keynote speech at the Fund … Continue reading

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