M&A, Partnerships and Organic Growth in Asset Managemet

Q1 2007

Publication Date	May 2007
Publisher	Datamonitor
Product Type	Brief
Pages	22
ISBN Number	not applicable
Product Code	DAT05133

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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

This quarter, several major asset managers were in discussions over mergers, including ABN Amro with Barclays, and Dexia with BNP Paribas. There were no clear trends across M&A activity however, with mergers and acquisitions taking place in order to achieve a number of strategic goals, such as increasing market presence.

As partnership is the key strategy used to enter markets that have a radically different structure to an asset manager's home market, it is unsurprising that partnership is still being undertaken primarily to target emerging markets. There has been a strong theme of strategic partnership in order to penetrate new markets in this quarter.

Reasons to Purchase

Understand the competitor activity in your market and potential threats and opportunities
Gain insight into your competitor's strategic movements

Content

Table Of Contents
- The Roundup
- M&A
- Partnership
- Organic Growth
- The Developments
- Abn Amro
- Allianz
- Amvescap
- Aviva
- Barclays
- Bbva
- Bnp Paribas
- Bsi Private Clients
- Citigroup
- Commerzbank
- Credit Agricole
- Credit Suisse
- Deutsche Bank
- Dexia
- Dnb Nor
- Fortis
- Franklin Templeton
- Goldman Sachs
- Hbos
- Hsbc
- Ing
- Intesa Sanpaolo
- Jp Morgan Chase
- Julius Baer
- Merrill Lynch
- Morgan Stanley
- Rabobank
- Sal Oppenheim
- Schroders
- Seb
- Socit Gnrale
- Swiss Life
- Ubs
- Unicredit
Appendix
- Methodology
Further Reading
- Ask The Analyst
- Datamonitor Consulting
- Disclaimer
- The Roundup
- M&A
- Partnership
- Organic Growth
- The Developments
- Abn Amro
- Abn Amro And Barclays Announced Merger Discussions (M&A) - March
- Abn Amro Acquired A Controlling Stake In Prime Bank (M&A) - March
- Abn Amro Reduced Staff In North America (Organic Growth) - December
- Allianz
- Allianz Set Up A New Business Unit To Centralize And Combine Investment Activities (Organic Growth) - March
- Amvescap
- Invesco Perpetual Strengthened Emerging Markets Team (Organic Growth) - March
- Aviva
- Aviva Launched A New Hedge Fund (Organic Growth) - March
- Morley Has Hinted At Expansion Into China (Eme) - March
- Morley Appointed A Fund Manager To Its Regeneration Fund (Organic Growth) - February
- Barclays
- Barclays And Abn Amro Announced Merger Discussions (M&A) - March
- Barclays Recruit New Team To Focus On Gaining New Customers (Organic Growth) - March
- Bbva
- Bbva Opens A Mumbai Office (Organic Growth) - December
- Bnp Paribas
- Bnp Paribas Consolidates Its Traditional Investment And Indexed & Structured Investment Management Teams (Organic Growth) - March
- Bsi Private Clients
- Bsi And Buc Merger Complete (M&A) - January
- Citigroup
- Citi China Gains Approval To Operate As A Locally Incorporated Bank (Eme) - March
- Citi Opens A Prime Brokerage Office In Singapore (Organic Growth) - March
- Citigroup Reach Agreement For Acquisition Of Egg Banking Plc From Prudential Plc (M&A) - January
- Commerzbank
- Commerzbank Agreed The Sale Of Its Uk Asset Management Subsidiary, Jupiter (M&A) - March
- Credit Agricole
- Credit Agricole Partner With Ifc In Africa (Partnership) - March
- Credit Agricole And Intesa Sanpaolo Split Their Asset Management Joint Venture (M&A) - March
- Credit Agricole And Intesa Sanpaolo Sign The Contract For The Sale Of Piacenza And Friuladria (M&A) - March
- Credit Agricole Asset Management Opens A Sydney Office (Organic Growth) - January
- Credit Agricole And Intesa Sanpaolo Do Not Pursue Asset Management Partnership (M&A) - January
- Credit Suisse
- Deutsche Bank
- Deutsche Asset Management Expands Its Global Institutional Fixed Income Investment Team (Organic Growth) - March
- Deutsche Bank Asset Management To Advise Converium Insurance Investment Portfolio (Partnership) - February
- Deutsche Bank Asset Management Expanding Alternative Investments Business Under Rreef (M&A) - January
- Dws Investments Sells Local Mutual Fund Business In Italy To Anima (M&A) - December
- Dexia
- Dexia And Bnp Paribas Entered Discussions Regarding Dexia Banque Prive France (M&A) - December
- Dexia Asset Management Opened A Representative Office In Bahrain (Organic Growth) - December
- Dnb Nor
- Dnb Nor To Acquire Bise Bank (M&A) - December
- Fortis
- Fortis Set To Acquire Over 50% In Pacific Century Insurance (M&A) - March
- Fortis Lease Group Expand Further Into Europe And Asia With Acquisition Of Captive Finance Limited (M&A) - January
- Franklin Templeton
- Franklin Templeton Have Launched An Asset Management Business In Brazil (Organic Growth) - March
- China Life And Franklin Templeton Investments Form A Strategic Partnership (Partnerships) - January
- Goldman Sachs
- Strategic Partnership Formed In Saudi Arabia, Between Goldman Sachs, The National Commercial Bank And Ncb Capital (Partnership) - February
- Hbos
- Hbos Increases Stake In Sainsbury's Bank By 5% (M&A) - February
- Hsbc
- Hsbc Obtains Regulatory To Become A Local Incorporation In China (Eme) - March
- Hsbc To Reinforce Presence In Latin America (M&A) - February
- Hsbc Set To Increase Stake In Vietnam's Techcombank (M&A) - January
- Ing
- Ing Set To Sell Regio Bank To Sns Reaal (M&A) - December
- Intesa Sanpaolo
- Intesa Sanpaolo And Credit Agricole Split Their Asset Management Joint Venture (M&A) - March
- Intesa Sanpaolo And Credit Agricole Sign The Contract For The Sale Of Piacenza And Friuladria (M&A) - March
- Intesa Sanpaolo And Credit Agricole Do Not Pursue Asset Management Partnership (M&A) - January
- Banca Intesa And Sanpaolo Imi Merge (M&A) - December
- Jp Morgan Chase
- Jp Morgan And Old Mutual Asset Managers (Sa) Reach An Outsourcing Agreement (Partnership) - December
- Julius Baer
- Julius Baer Enhances Presence In Singapore (Organic Growth) - March
- Merrill Lynch
- Merrill Lynch And Carver Bancorp Create An Alliance (Partnership) - March
- Morgan Stanley
- Morgan Stanley To Operate In Saudi Arabia With The Capital Group (Partnership) _ March
- Vietnam Investment Bank Venture With Scic Chooses Morgan Stanley As A Partner (Partnership) - March
- Morgan Stanley To Open Wholly-Owned Subsidiary In India (M&A) - February
- Morgan Stanley Set To Open A Prime Brokerage Office In Singapore (Organic Growth) - February
- Prudential Sell Egg Banking Plc To Citigroup (M&A) - January
- Rabobank
- Rabobank Acquires Stake In Zambia National Commercial Bank Plc (M&A) - December
- Sal Oppenheim
- Oppenheim Strengthens Management (Organic Growth) - January
- Schroders
- Schroders Acquires Aareal Asset Management (M&A) - December
- Seb
- Seb Divests Retail Debt Collection Arm (M&A) - December
- Socit Gnrale
- Socit Gnrale Is Founding Shareholding In Madagascan Bank (Organic Growth) - March
- Socit Gnrale To Acquire Ohridska Bank (M&A) - March
- Banque Internationale D'investissement In Mauritania Now Majority Owned By Socit Gnrale (M&A) - January
- Leading Moldovan Bank Mobiasbanca Acquired By Socit Gnrale (M&A) - January
- Socit Gnrale Acquires Banco Cacique (M&A) - February
- Swiss Life
- Swiss Life Acquired Capitalleben (M&A) - December
- Ubs
- Standard Chartered Relinquishes Indian Mutual Funds Management Operation To Ubs (M&A) - January
- Ubs And Standard Chartered Bank Form Alliance To Distribute Funds (Partnership) - January
- Unicredit
- Unicredit Restructures Investment Banking Division (Organic Growth) - March
- Unicredit Company Pioneer Investments To Partner With Baroda Bank Of India In Asset Management (Partnership) - February
- Unicredit To Buy Out Minority Shareholders In Hvb And Ba-Ca - January
- Unicredit Acquires Ba-Ca Shares From Hvb - January
Appendix
- Methodology
Further Reading
- Ask The Analyst
- Datamonitor Consulting
- Disclaimer