Tag Archives: consulting

300B RIA Creative Planning Acquires ML&R Wealth Management

Creative Planning with $300 billion in assets under management and advisors in all 50 states and 90 countries is a behemoth of the RIA world… and it keeps scooping up smaller players. On April 2, 2024 Creative Planning CEO Peter … Continue reading

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Manulife IM completes acquisition of multi-sector alt credit manager CQS

Manulife Investment Management, the wealth and asset manager for Manulife Financial Corporation, today completed the acquisition of CQS with the approval by the UK FCA and is launching Manulife | CQS Investment Management as a wholly owned multi-sector alternative credit … Continue reading

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McKinsey Discusses North American Asset Management AUM and Challenges Ahead

McKinsey in its latest industry study, “Beyond the Rubicon: Asset Managment in an era of unrelenting change”, discusses structural transitions, macroeconomics, and further growth ahead. Read the full study McKinsey: Beyond the Rubicon. The 34-page report discusses five strategic questions: … Continue reading

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Delay for AIFMD third-country passport extension

It looks like the EU will hold off on AIFMD third-country passport extensions until Brexit develops a clearer path. Ugo Bassi, Director of Financial Markets, pointed towards the technical complexities and ongoing assessment period, also in light of Brexit, at … Continue reading

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China Investment Corporation – It pays to invest overseas… and in equities

The picture is simple. Sovereign funds, in Asia-Pacific and the world at large, act as a leading indicators for the investment management industry. They have long-term capital to play with and are willing to take calculated risks in alignment (hopefully) … Continue reading

Posted in alternatives, asia, black swans, Brand, Brazil, cash flows, China, distribution, E&A, Enskat Associates, information delivery, institutional investor, institutions, Latin America, multi-convergence, pension funds, SWFs, Warren Enskat | Tagged , , , , , , , , , , | Leave a comment

LatAm keynote and client meetings: 2013 trends for Brazil and Latin America

Just touched down in New York after a week of meetings and speeches in Latin America around the annual Fund Forum. With the Selic rate down 525 bps to 7.25%, the industry for the first time in years is seeing … Continue reading

Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Focus on Volatility – ROVO, Smart Beta and “Seeyond”

In my recent research I have focused on risk management. More precisely, in the post-crisis “risk on risk off” approaches seen in the industry, there is an additional component that I would call “ROVO” – Return Optimization around VOlatility. Volatility … Continue reading

Posted in black swans, Brand, cash flows, consulting, distribution, Enskat Associates, information delivery, institutions, pension funds, professional fund buyers | Tagged , , , , , , , , , , , , , , , , , | 2 Comments

Enskat/Katie Koch Interview Fund Forum 2012: Jim O’Neill’s Growth Markets Beyond BRICs

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Global asset management regulation and investor protection – what the industry needs to do

Multi-Convergence in Global Asset Management – Regulation in the Spotlight For the last few years, the global asset management industry has seen increasingly blurry lines of demarcation in key business areas previously treated as silos. – On the product side, … Continue reading

Posted in asia, Brand, cash flows, distribution, EFAMA, Enskat, India, management, private banking, professional fund buyers, regulation | Tagged , , , , , , , , , , , , , , , , , , , , , , | 3 Comments

Asia Asset Management Trends 2012

After speeches in Milan (Il Salone del Risparmio) and Stockholm (Nordic Fund Selector Forum), I spent last week in Asia to see clients and present at the Asia Fund Forum in Hong Kong. As usual, I stayed at the Upper … Continue reading

Posted in asia, Brand, Enskat, information delivery, Latin America, pension funds, private banking, professional fund buyers | Tagged , , , , , , , , , , | 1 Comment