Category Archives: wealth management

Top 25 paid women in business – finance leads the way

After my post “womenomics – the end of men in finance?” earlier this week, let’s move away from just titles and see who brings home the bacon. Fortune just published the list of the best paid 25 female powerhouses, and … Continue reading

Posted in alternatives, asia, black swans, Brand, cash flows, distribution, EFAMA, Enskat, Enskat Associates, information delivery, institutions, Latin America, management, multi-convergence, politics, private banking, professional fund buyers, regulation, SWFs, switzerland, traditional, UCITS, Uncategorized, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Key concerns for global institutional investors: volatility, risk and correlations

A new global survey of close to 500 institutional investors conducted by Natixis Global Asset Management – NGAM is keeping busy these days – points out a few common and a few not so common concerns for asset holders worldwide. … Continue reading

Posted in alternatives, apps, asia, Brand, consulting, EFAMA, Enskat, Enskat Associates, information delivery, institutions, management, multi-convergence, pension funds, private banking, professional fund buyers, UCITS, wealth management | Tagged , , , , , , , , , , , | Leave a 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

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

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 , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 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

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

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

Posted in black swans, Brand, cash flows, consulting, distribution, information delivery, management, Middle East, money, private banking, SWFs, switzerland, Uncategorized, wealth management | Tagged , , , , , , , , , , , , , | Leave a comment

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

Posted in asia, beauty, black swans, Brand, cash flows, consulting, distribution, information delivery, institutions, LatAm, management, money, movement, pension funds, private banking, professional fund buyers, Uncategorized, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in black swans, Brand, consulting, distribution, information delivery, management, money, private banking, professional fund buyers, SWFs, switzerland, wealth management | Tagged , , , , , , , , , , , , , , , , , , , | 1 Comment