Tag Archives: brand

Global Custodian Video Interview: Rethinking the Mutual Fund

A recent interview with Global Custodian on key trends in the asset management industry:

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Latin America in Asset Management – Quantifying the Opportunities for Brazil and the region

As I wrote in a recent M&A update on Brazil/LatAm, Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities, Latin America as a region is gaining momentum for the global asset management industry. Specifically, we … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , | 3 Comments

Fund Forum Asia Interview with Alan Harden, Hong Kong 2012: The Importance of Brand in Asset Mgmt

After the speeches in Milan (Salone del Risparmio, Bocconi University) and Stockholm (Nordic Fund Selection Forum) next week, I am finally back in Hong Kong, to meet with clients and to conduct the “Fund Forum Asia Interview – Brand vs. … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Opening speech on Global Trends in Fund Selection – 5th Nordic Fund Selection Forum, Stockholm 2012

After Wednesday’s speech and panel at Milan’s Bocconi University for the “Salone del Risparmio”,  it is off to Stockholm for the 5th Nordic Fund Selection Forum 2012 on April 19th, for the opening speech on global trends in fund selection … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

Keynote speech on “Global Trends in Asset Management” at Bocconi University Milan – Salone del Risparmio 2012

April rings in another whirlwind speaking tour across Europe, Asia and the US in two weeks, with a series of exciting events, panels and keynote speeches. It starts off with the “Salone del Risparmio” at Milan’s Bocconi University, a three … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

New Strategic Insight Study: State of the Global Asset Management Industry – 2011 Review, 2012 Outlook

New Strategic Insight Study: STATE OF THE GLOBAL FUND INDUSTRY – 2011 REVIEW, 2012 OUTLOOK   New York – March 7, 2012 – The second volume of Strategic Insight’s State of the Industry report provides a global review of 2011 … Continue reading

Posted in asia, beauty, black swans, Brand, Brazil, cash flows, Chile, consulting, distribution, EFAMA, Enskat, information delivery, institutions | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

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

Emerging Market Bridges Asia-LatAm: CCB is targeting Brazil

One of the central themes in my latest book, State of the Asset Management Industry – Latin America, is around greater and more direct links between fast-growth emerging economies and regions, especially Asia and Latin America. This morning the Financial … Continue reading

Posted in asia, beauty, black swans, Brand, Brazil, Chile, China, consulting, Enskat, information delivery, Uncategorized | Tagged , , , , , , , , , , , , , , | Leave a comment

SI Asia CEO Thought Leader Roundtable & Dinner – Hong Kong Nov 2011, Mandarin Oriental

On November 15th 2011 Strategic Insight hosted its 2nd Annual Asia CEO Thought Leader Roundtable in Hong Kong, at the Mandarin Oriental. We were delighted to have the most important executives for the region be with us to discuss the … Continue reading

Posted in asia, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, Enskat, information delivery, institutions, management, pension funds | 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