M&A, Partnerships and Organic Growth in Asset Management, Q3 2007

Publication Date	October 2007
Publisher	Datamonitor
Product Type	Brief
Pages	20
ISBN Number	not applicable
Product Code	DAT08272

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Summary

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

Content

- 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 Trkye 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
- Socit Gnrale
- 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 Prive 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