Category Archives: professional fund buyers

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:

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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

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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

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

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

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Co-branded Standard Chartered/Apple Campaign: Regaining Client Trust with Mobile Apps

A few weeks ago at the Monaco Fund Forum International 2011 I conducted a fireside chat on “The View From Asia”, with the Vice-chair of Franklin Templeton, Vijay Advani, and the Chairman & CEO of Nikko Asset Management, Tim McCarthy. … Continue reading

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Monaco Fund Forum International 2011 – A Review

The Monaco Fund Forum International is always of major importance for the industry – in its 21st year, it is the world’s largest asset management event, and Julian Kirby, Jenny Adams, Ed Jones and team again outdid themselves. It also … Continue reading

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Monaco Fund Forum International 2011 – Tuesday, Thought Leadership Interview – “The View From Asia”

Tuesday is the opening of the main conference. After the emerging market and distribution summits on Monday, the morning session on Tuesday typically brings together a selection of CEOs and other leaders. I have the pleasure of doing this year’s … Continue reading

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Global Fund Flow Review April 2011: Top Selling Products and Managers

This week I published a new report on year to date flow observations worldwide, including top products and managers, with key contributions from analysts Bryan Liu, Miao Hu, and Lise Carpenter. Release notes below: Nearly $270 Billion in Global Long-Term … Continue reading

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Spotlight on Switzerland: Funds, Flows, Wealth Management, and West-to-East

I just published a new study with one of my HK-based Senior Research Analysts, Bryan Liu, on the Swiss Asset and Wealth Management industry. Below is the press release… for additional details, click here EQUITY FUNDS IN SWITZERLAND ATTRACT 57% … 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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