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Market Research Report
M&A, Partnerships and Organic Growth in Asset Management, Q2 2007
| Published by |
Datamonitor |
| Published |
August, 2007 |
Product code |
54293 |
| Content info |
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| Price |
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This publication has been discontinued on July 19, 2011.
Abstract
Overview
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
Report Highlights
The major news in the world of mergers and acquisitions in quarter two 2007
has been the proposed takeover of ABN AMRO by Fortis, Santander and Royal Bank
of Scotland
Most partnerships in quarter 2 2007 have been driven by asset managers wishing
to expand their range of available funds.
The majority of organic growth in quarter 2 2007 has occurred through
expansion into new regions
Reasons to Purchase
- Understand the competitor activity in your market and potential threats
and opportunities
- Gain insight into your competitor' s strategic movements
Table of Contents
- Table of Contents
- The Roundup
- M&A
- Partnership
- Organic Growth
- The Developments
- ABN AMRO
- Proposed acquisition of ABN AMRO by RBS, Santander, and Fortis
(M&A) - May 2007
- ABN AMRO to sell LaSalle Bank to Bank of America (M&A) - May 2007
- ABN AMRO to acquire Taitung Business Bank in Taiwan (M&A) - June
2007
- Allianz
- AllianzGroup subsidiaries AGF Alternative Asset Management and Allianz
Hedge Fund Partners form hedge fund of funds partnership (Partnership) -
April 2007
- Aviva
- Aviva' s Delta Lloyd Group gains Cyrte Investments (M&A) - June 2007
- Aviva company Morley starts to implement Asia-Pacific property
strategy through joint venture with Mitsubishi UJF (Partnership) - April
2007
- Bank of America
- Colonial closed-end fund management business sold by Bank of America' s
investment management division (Divestment) - April 2007
- UK expansion for Bank of America targets hedge funds (Organic growth)-
June 2007
- ABN AMRO to sell LaSalle Bank to Bank of America (Divestment) - May
2007
- Barclays
- Sumitomo acquires Barclays Global Investors Japan (M&A) - May 2007
- Black Rock
- BlackRock to acquire Quellos Group' s fund of funds business (M&A)
- June 2007
- BNP Paribas
- BNP Paribas and National Bank of Canada offer hedge fund accounts in a
joint venture (Partnership) - May 2007
- Saudi Investment Bank and BNP Paribas to collaborate on asset
management (Partnership) - April 2007
- Citigroup
- Citibank launches Citi Infrastructure Investors (Organic growth) - May
2007
- Citibank and Allianz partner to bring new mutual funds to the
Hungarian market (Partnership) - May 2007
- Credit Agricole
- Crédit Agricole Asset Management reaffirms Italian strategy (Organic
growth) - June 2007
- Credit Suisse
- Credit Suisse extends its presence in Ukraine, and Kazakhstan (Organic
growth) - June 2007
- Fortis
- Fortis, Santander and Royal Bank of Scotland announce offer for ABN
AMRO (M&A) - April 07
- Fortis finalizes the acquisition of Captive Finance Limited (M&A)
- April 2007
- Fortis and Sinosure sign business cooperation agreement (Partnership)
- June 2007
- Franklin Templeton
- China Life Group and Franklin Templeton Investments announce opening
of joint venture asset management company (Partnership) - June 2007
- GroupAMA
- Group AMA acquires majority stake in the Bollington Group (M&A) -
June 2007
- HBOS
- Bank of Scotland announces joint venture with Bear Stearns to invest
in European mezzanine funds (Partnership) - May 2007
- HSBC
- Hang Seng Bank has locally-incorporated subsidiary in mainland China
(Organic growth) - May 2007
- HSBC launches operations throughout mainland China (Organic growth) -
April 2007
- ING
- ING agreement to sell Regio Bank (Divestment) - May 2007
- ING Direct to launch operations in Japan (Organic growth) - May 2007
- ING to acquire Landmark Investment Management (M&A) - June 2007
- ING slims down its operations (Divestment) - June 2007
- ING to acquire Oyak Bank (M&A) - June 2007
- Intesa Sanpaolo
- Intesa Sanpaolo announce negotiations for the sale of Biverbanca
(Divestment) - May 2007
- Intesa Sanpaolo Contributes 173 Branches to Cariparma (Divestment) -
June 2007
- JP Morgan Chase
- JP Morgan Fund Services increases operations in Boston (Organic
growth) - April 2007
- Investor Group to Purchase SLM Corporation (M&A) - April 2007
- JPMorgan Chase to Acquire Xign (M&A) - April 2007
- JP Morgan Launches Private Equity Fund Services in UK (Organic
growth)- May 2007
- KBC
- KBC acquires Equitas (M&A) - April 2007
- KBC acquires a majority state in Absolut Bank (M&A) - April 2007
- KBC Securities Announces Acquisition of Swiss Capital (Romania)
(M&A) - April 2007
- KBC acquires majority stake in Liontamer (New Zealand) (M&A) -
March 2007
- KBC finalizes acquisition of A Banka (Serbia) (M&A) - June 2007
- KBC acquires a majority stake in Baltic Investment Company (M&A) -
July 2007
- Mellon Financial Corp.
- Mellon Financial to provide managed accounts outsourcing for Bear
Stearns (Partnerships) - April 2007
- Mellon to provide services for ABN AMRO' s UCITS III Funds
(Partnership) - May 2007
- Merger of Bank of New York and Mellon Financial Approved (M&A)-
June 2007
- Merrill Lynch
- Merrill Lynch announces minority investment in GSO Capital Partners
(M&A) - May 2007
- Merrill Lynch announces acquisition of minority stake in Sterling
Stamos Capital Management (M&A) - May 2007
- Merrill Lynch gains license to operate in Saudi Arabia and opens new
regional headquarters (Organic growth) - June 2007
- Morgan Stanley
- Morgan Stanley apply for license to operate in Egypt (Organic growth)
- May 2007
- Old Mutual
- SkandiaBanken sells Denmark Branch (M&A) - May 07
- Prudential Financial
- Prudential Real Estate Investors enter Alliance with Industrial Global
Solutions de México, S.A. de C.V. (Partnership) - May 07
- Prudential Financial launches Investment Products Bank in Mexico
(Organic Growth) - June 07
- Prudential plc
- Prudential plc to become largest shareholder in new Takaful Ta' awuni
life insurance operation in Saudi Arabia (M&A) - June 07
- Rabobank
- Rabobank to Acquire HNS Banco (M&A) - April 07
- Sal. Oppenheim
- Sal. Oppenheim forms a joint venture with Compagnie Nationale
Portefeuille / Nationale Portefeuille Maatschappij (Partnership) - April 07
- Sal. Oppenheim acquires a stake in US based Miller Buckfire (M&A)
- April 07
- Sal. Oppenheim acquires a stake in UK based GLG Partners (M&A) -
June 07
- Sal. Oppenheim takes full ownership of Oppenheim Pramerica (M&A) -
June 07
- Santander
- Fortis, Santander and Royal Bank of Scotland announce offer for ABN
AMRO (M&A) - April 07
- SEB
- SEB to open an office in New Delhi, India (Organic Growth) - May 07
- Sociéte Générale
- Sociéte Générale acquires Albanian Banka Popullore (M&A) - April 07
- Sociéte Générale to create subsidiary in Vietnam (Organic Growth) -
May 07
- Sociéte Générale Asset Management increases its share in Chinese
joint-venture Fortune SGAM (M&A) - June 07
- UBS
- UBS sells its stake in Julius Baer (M&A) - June 07
- UniCredit
- UniCredit and Capitalia to Merge (M&A) - May 07
- UniCredit' s Bank Austria Creditanstalt AG acquire stake in the
International Moscow Bank (M&A) - June 07
- UniCredit' s Bank Austria Creditanstalt AG acquire majority stake in
JSC ATF Bank (M&A) - June 07
- APPENDIX
- Methodology
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
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