Tag Archives: enskat associates

Multi-Convergence continues: Schroders and the Cazenove deal

After buying US fixed income manager STW in December, Schroders greets spring with the acquisition of Cazenove. With distribution convergence, from retail to mass affluent, high net worth and institutional, Schroders added the queen and an old UK private banking … Continue reading

Posted in alternatives, black swans, Brand, cash flows, Enskat, enskat associates, institutional investor, investment banking, management, multi-convergence, private banking, professional fund buyers, UCITS, wealth management | Tagged , , , , , , , | Leave a comment

Schroders increases US assets to $35b with STW acquisition

Global boutique investment specialist Schroders is continuing to build out business away from its UK home – today the firm announced the acquisition of STW Fixed Income Management in the US. STW is a US investment grade bond manager with … Continue reading

Posted in alternatives, asia, black swans, Brand, cash flows, distribution, E&A, enskat associates, information delivery, institutional investor, management, multi-convergence, pension funds, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , | Leave a comment

Multi-Convergence: HK PE firm GCS buys Dexia Asset Management

That was fast. Less than ten days after entering exclusive acquisition talks with Dexia, HK-based private equity firm GCS Capital is buying the asset management arm from the Dexia group, a case of #East2West and #Multi-Convergence. The price was set … Continue reading

Posted in alternatives, asia, black swans, Brazil, cash flows, consulting, distribution, E&A, enskat associates, institutional investor, investment banking, multi-convergence, private equity | Tagged , , , , , , , , | Leave a comment

Global Trends 2030 – Welcome to the Future

The sad thing about the comprehensive work of the National Intelligence Council looking at future global trends is that it only is published every four years, and the speed of change has been increasing dramatically. To that end, #GT2030 has … Continue reading

Posted in alternatives, apps, asia, black swans, cash flows, Chile, consulting, distribution, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, lifestyle, multi-convergence, pension funds, private banking, private equity, professional fund buyers, wealth management | 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

LatAm saves Santander and BBVA in Europe: reverse engineering of success

Last week, Spanish prime minister Mariano Rajoy used a LatAm summit to ask business leaders to invest more in Spain as a platform for growth in Europe, Asia, and Africa – “Spain receives Latin America investments with open arms.” Cool. … Continue reading

Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, Enskat, enskat associates, institutional investor, investment banking, LatAm, Latin America, multi-convergence, pension funds | Tagged , , , , , , , , , , , , , | Leave a comment

Earnings: BTG Pactual moves forward – acquisitions, investment funds, record numbers … and a lower Selic rate

When writing about Latin America, one cannot avoid looking at the example of Brazil. When writing about Brazil, one cannot avoid looking at the example of BTG Pactual. I have clearly written a lot about the firm in recent months … Continue reading

Posted in alternatives, Brazil, cash flows, Chile, distribution, E&A, Enskat, enskat associates, institutional investor, institutions, investment banking, LatAm, Latin America, multi-convergence, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

China & the world: new leadership, partnerships, investments, SWFs

I am writing this post on board Cathay Pacific 830 from HK to NY en route to Sao Paulo, following two weeks of off the record discussions with CEOs, institutions, and government officials in Asia. (Quick side note, Marester, the … Continue reading

Posted in alternatives, asia, books, cash flows, China, E&A, enskat associates, institutional investor, Latin America, multi-convergence, professional fund buyers, SWFs, wealth management | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Earnings season: Carlyle Group acquires asset manager, raises 3.4b in fresh capital

As mentioned in my recent postings on institutional investors, SWFs have increased their interest and stakes in private equity firms in the crisis. CIC took a 10% stake in Blackstone, ADIA acquired 7.5% in the Carlyle Group. Among the highlights … Continue reading

Posted in alternatives, beauty, black swans, cash flows, China, Enskat Associates, information delivery, Latin America, management, Middle East, multi-convergence, private banking, professional fund buyers, SWFs, UCITS, Uncategorized, wealth management | Tagged , , , , , , , , , , , , , , , | Leave a comment

Earnings season: Goldman Sachs with 850b in investment mgmt assets and 8b in net revenues

Leaving aside that Goldman got in trouble for preparing for trouble in the aftermath of Sandy, the firm reported strong quarterly results. 850+ billion in investment management assets, over $8 billion in net revenues, with over $4 billion in institutional … Continue reading

Posted in alternatives, black swans, cash flows, consulting, distribution, E&A, enskat associates, institutions, investment banking, Middle East, multi-convergence, private banking, private equity, professional fund buyers | Tagged , , , , , , , , , , | Leave a comment