This monthly tracker covers product innovation, customer targeting, M&A,
partnerships and organic growth activity globally in the asset management
space.
Reasons to Purchase
Track the strategies announced by 50+ of your key competitors;
Assess which geographies and strategic areas are seeing the most activity.
Table of Contents
Overview
Catalyst
Summary
Table of Contents
The Roundup
Mergers and acquisitions, partnerships and organic growth
M&A
Partnerships
Organic Growth
Product innovation and customer targeting
Product innovation
Customer targeting
M&A, Partnerships and organic growth: The developments
ABN AMRO
Barclays
Russia: Barclays to acquire Russian bank Expobank(M&A) - March 2008
BBVA
Brazil: BBVA sells 5% holding in Bradesco (Divestment) -March 2008
BNP Paribas
North America: BNP Paribas creates institutional long-onlybusiness in
equities and derivatives (Organic growth) - March 2008
Saudi Arabia: BNP Paribas and Saudi Investment Bank launchnew asset
management company (Partnership) - March 2008
Citigroup
China: Citi China opens new Beijing headquarters (Organicgrowth) -
March 2008
Commerzbank
Ukraine: Commerzbank completes Bank Forum acquisition(M&A) - March
2008
Central and Eastern Europe: Commerzbank restructures CEEoperations
(Organic growth / M&A) - March 2008
Deutsche Bank
China: Deutsche Bank increases equity stake in Hua XiaBank (M&A) -
March 2008
Fortis
China: Ping An and Fortis to enter asset managementpartnership
(Partnership) - March 2008
HSBC
Vietnam: HSBC receives in-principle approval toincorporate locally in
Vietnam (Organic growth) - March 2008
Russia: HSBC announces Russian expansion plans (Organicgrowth) - March
2008
JP Morgan Chase
Nordics/Global: JP Morgan to acquire institutional globalcustody
portfolio of Nordea (M&A) - March 2008
US: JP Morgan Chase purchases Bear Stearns (M&A) -March 2008
Latin America: JP Morgan extends presence in Latin America(Organic
growth) - March 2008
KBC
Slovakia: KBC acquires Slovakian bank Istrobanka (M&A)- March 2008
Mellon Financial Corp.
Canada: CIBC Mellon signs agreement with EquiLend(Partnership) - March
2008
Old Mutual
South Africa: Termination of negotiations on potentialsale of Mutual
& Federal (Divestment) - March 2008
SEB
India: SEB establishes Indian office (Organic growth) -March 2008
Schroders
Switzerland: Schroders to acquire Swiss Re fund managementbusiness
(Acquisition) - March 2008
Société Générale
China: Société Générale' s joint venture obtainsseparate account
license (Partnerships) - March 2008
Swiss Life
Switzerland: Swiss Life completes sale of anca delGottardo to BSI
(Divestment) - March 2008
Singapore: Swiss Life opens branch office in Singapore(Organic growth)
- March 2008
Product innovation and customer targeting: thedevelopments
Invesco
US: PowerShares lists Global Nuclear Energy Portfolio(Innovation) -
March 2008
BlackRock
US: BlackRock re-opens International Opportunities Fund(Innovation) -
March 2008
Barclays
UK: Barclays Regular Income Investment Note launched(Innovation) -
March 2008
UK: Barclays launches Accelerated Return Investment Notebased on FTSE
100 (Innovation) - March 2008
BBVA
Spain: BBVA launches uno-e Depósito 16 and Depósito Blindado to its
online customers - (Innovation) March 2008
Citigroup
US/Global: Citi launches CitiFX Pro (Innovation) - March2008
UK: Egg launches guaranteed equity bond (Innovation) -March 2008
Deutsche Bank
France: Deutsche Bank lists exchange-traded funds onEuronext Paris
(Innovation) - March 2008
Friends Provident
UK: Wealth Solutions Bond introduces new option(Innovation) - March
2008
Henderson Global Investors
Global: Henderson launches Pan European activist fund(Innovation) -
March 2008
Manulife
Malaysia: Manulife launches new offshore investments funds(Innovation)
- March 2008
Mellon Financial Corp.
Europe: The Bank of New York Mellon' s Pershing Unit addsto Nexus funds
(Innovation) - March 2008
Global: BNY Mellon launches alternative investmentadministration
services (Innovation) - March 2008
Merrill Lynch
Global: Merrill Lynch introduces frontier index(Innovation) - March
2008
Global: Merrill Lynch launches global carbon emissionsindices
(Innovation) - March 2008
Northern Trust
Global: Northern Trust unveils Northern GlobalSustainability Index
Fund (new product) - March 2008
Old Mutual
Global: Additional non-sterling funds added to Skandia' srange
(Innovation) - March 2008
Pictet & Cie
Europe: Pictet & Cie launches local currency emergingdebt fund for
Latin America (Innovation) - March 2008
Prudential
Global: Prudential introduces Dryden US Equity ActiveExtension Fund
(Innovation) - March 2008
State Street
US/Global: State Street enhances commission managementservices for
institutional investors (Innovation) - March 2008
US/Global: State Street announces enhancements to onlineportal
(Innovation) - March 2008
金融/保険
その他のカテゴリ
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