M&A, Partnerships and Organic Growth in Asset Management, Q4

Abstract

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.

• 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

Asset management-related acquisitions in Q4 centred on Asia, Central and Eastern Europe and to some extent, Latin America. However entry into China was mainly done through partnerships rather than acquisitions

Asia, and particularly China, was the centre of partnership activity in Q4, with Aviva, BNY Mellon, DBS, and Unicredit all choosing partnerships over acquisitions (the first three companies in China and the last in India).

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