M&A, Partnerships And Organic Growth In Asset Management, Q3 2007
Datamonitor
October 23, 2007 20 Pages - SKU: DFMN1606843
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Introduction
This tracker covers merger/acquisition activity globally in the asset management space. It also highlights the strategic partnerships, and expansion (or contraction) of existing businesses. There is also a special focus on the important emerging markets: China, India, CEE and the Middle East.
Scope
The tracker covers the M&A and partnership activities of the largest global and regional asset management companies It provides an update of each player's activities in this area and a roundup chapter which offers readers a summary of key trends in that quarter The tracker is global in coverage, therefore encompassing market entry strategies as well as domestic M&A activity
Highlights
M&A activity in Central and Eastern Europe continues to be a popular activity for asset managers looking to expand Partnerships and expansion strategies in the Asia Pacific region are more focused on partnerships that the vigorous M&A activity that has been undertaken in CEE.
Reasons to Purchase
Understand the competitor activity in your market and potential threats and opportunities Gain insight into your competitors' strategic movements
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- The Roundup
- The asset management industry is broadening its reaches into new geographies
- Continued expansion into Central and Eastern Europe has been a key theme
- The Asia Pacific region continues to attract investment
- Latin America is becoming an increasingly important area for expansion
- Offshore funds are attracting investment from the asset management industry
- The Developments
- ABN AMRO
- Mellon buys back ABN AMRO Mellon Global Securities Services (Divestment) - July 07
- ALLIANZ
- Dresdner Kleinwort purchases Allianz brokerage unit (M&A) - September 07
- AVIVA
- European Property Fund completes aqcuisition of commercial properties (M&A) - September 07
- Aviva acquires Romanian asset management company (M&A) - September 07
- Barclays
- Barclays announce revised offer for ABN AMRO takeover - (M&A) August 07
- BBVA
- BBVA opens new center in Spain (Organic growth) - July 07
- BBVA successfully completes Compass acquisition (M&A) - September 07
- BNP Paribas
- BNP Paribas and RBS International Securities Services to merge (M&A) - July 07
- BNP Paribas enters joint venture with Sahara Bank (Partnerships) - July 07
- BNP Paribas launches Swedish operations (Organic Growth) - September 07
- BNL to be incorporated into BNP Paribas (M&A) - September 07
- BNP Paribas Securities Services acquires hedge fund business (M&A) - September 07
- Citigroup
- Citi secures rights to Banco de Chile holding company (M&A) - July 07
- Citi finalizes acquisition of The BISYS Group (M&A) -August 07
- Citi to launch equity business in Turkey (Organic growth) - August 07
- Commerzbank
- Commerzbank gains majority interest in Ukraine's Bank Forum (M&A) - September 07
- Credit Agricole
- Credit Agricole signs acquisition agreement with Bank Sarasin (M&A) - July 07
- Credit Agricole proposes restructuring strategy (Organic Growth) - July 07
- Caceis to buy Olympia Capital International (M&A) - July 07
- Credit Agricole subsidiary acquires Interbank and DMC Group from ABN AMRO (M&A) - July 07
- Deutsche Bank
- Deutsche Bank acquires domestic custody business of Türkye Garanti Bankasi (M&A) - July
- Deutsche Bank increases capital in Thailand branch (Organic growth) - July 07
- Dexia
- Dexia sets up new 'Lettres de Gage' bank in Luxembourg - July 07
- DNB Nor
- DnB NOR submits bid for SalusAnsvar - August 07
- Fortis
- Fortis sells a minority stake of Fortis Investments to Tokio Marine & Nichido Fire - July 07
- Fortis Bank sells its stake in Banco Comercial Portugues - September 07
- Franklin Templeton
- Franklin Templeton enters into strategic relationship with Algebra Capital - September 07
- Franklin Templeton acquires a majority stake in Riva Financial Systems - September 07
- Henderson Global Investors
- Henderson Global Investors and Canada Pension Plan Investment sign agreement to acquire Whitefriars Quarter Shopping Centre - July 07
- QIC Invests in HGI's global equity multi-strategy capability - August 07
- HSBC
- HSBC agrees to acquire a majority shareholding in Korea Exchange Bank - September 07
- HSBC enters strategic relationship with Vietnam insurer, Bao Viet - September 07
- ING
- ING completes sale of Regio Bank to SNS REAAL - July 07
- ING agrees to buy back shares from Fortis - July 07
- ING Group completes sale of ING Trust - July 07
- Intesa Sanpaolo
- Intesa Sanpaolo to acquire a minority stake in Qingdao City Commercial Bank, China - July 07
- Intesa Sanpaolo agrees to sell a 15.7% stake in Banco Del Desarrollo to Scotiabank - August 07
- KBC
- KBC Securities acquires a majority shareholding of Baltic Investment Company - July 07
- KBC Securities acquire Hipobroker in Serbia - July 07
- KBC receives final approval to acquire Absolut Bank - July 07
- KBC acquires majority stake in DZI insurance, Bulgaria - August 07
- KBC Securities closes the acquisition of majority share of Bastion Group - September 07
- KBC acquires 75% share in EIBANK - September 2007
- Merrill Lynch
- Merrill Lynch and AEGON to enter into strategic relationship - August 07
- Merrill Lynch and First Republic Bank close merger - September 07
- Merrill Lynch announces strategic relationship with ASSET4 - September 07
- Morgan Stanley
- Morgan Stanley Investment Management Partners with Korea's National Pension Service - July 07
- Morgan Stanley establishes research team in Dubai- August 2007
- Old Mutual
- Old Mutual Indian Joint Venture to further expand (Organic Growth) - September 07
- Prudential plc
- Prudential raises its Fund Management Joint Venture stake in China (M&A) - August 07
- Rabobank
- Sarasin and AIG Private Bank to create bank for affluent clients (Partnership) - July 07
- Rabobank acquires minority stake in Paraguayan bank (M&A) - August 07
- Sal. Oppenheim
- Sal. Oppenheim increases its minority share in IKB (Organic Growth) - August 07
- Santander
- Santander to expand in Latin America (Organic Growth) - July 07
- Santander sells AFPs to ING (M&A) - July 07
- Santander, RBS, and Fortis continue with their offer for ABN AMRO (M&A) - July-September 07
- Schroders
- Schroders and Citibank to make International Mutual Funds available in China (Partnership) - August 07
- Société Générale
- Lyxor Japan set up (Organic Growth) - July 07
- SGAM Fortune granted QDII License (Organic Growth) - August 07
- SG Hambros acquires ABN AMRO Private Banking London (M&A) - September 07
- Swiss Life
- Swiss Life acquires banking and asset management business of Banque Privée Fideuram Wargny (M&A) - August 07
- UBS
- UBS Global Asset Management creates UBS Hana Asset Management (Organic Growth) - July 07
- UniCredit
- Bank Austria agrees majority shareholding acquisition of Ukrsotsbank in Ukraine (M&A) - July 07
- Unicredit sells shareholding stake in Bank BPH to GE Money (M&A) - August 07
- Unicredit and Capitalia merger cleared (M&A) - September 07
- APPENDIX
- Methodology
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
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