Mergers and acquisitions, partnerships and organic growth
M&A
Partnerships
Organic Growth
Product innovation and customer targeting
Product innovation
Hedge funds
Property investment
Ethical investments
Exchange traded funds
Customer targeting
Offshore
M&A, Partnerships and organic growth: The developments
BNP Paribas
Turkey: BNP Paribas collaborates with TEB on securities services
(Partnership) - February 2008
Crédit Agricole
Saudi Arabia: Crédit Agricole engages in joint venture with Banque
Saudi Fransi (Partnership) - February 2008
Australia:Crédit Agricole creates subsidiary to focus on
institutional and multi-manager clients (Organic growth) - February 2008
Crédit Suisse
Australia: Crédit Suisse Asset Management Australia forms alliance
with Julius Baer Investment Management to expand equity range
(Partnership) - February 2008
Deutsche Bank
US: Deutsche Bank acquires hedge fund administrator HedgeWorks
(M&A) - February 2008
Franklin Templeton
Vietnam: Franklin Templeton acquires stake in private equity
investment company, Vietcombank Fund Management (M&A) - February 2008
HBOS
UK: Bank of Scotland and Oxford Investment launch co-investment
program (Partnership) - February 2008
HSBC
France: HSBC receives offer for sale of French subsidiaries from
Banque Fédérale des Banques Populaires (Divestment) - February 2008
Mellon Financial Corp.
US: Dreyfus Corporation and WisdomTree Investments partner over ETF
products (Partnership) - February 2008
Morgan Stanley
Vietnam: Morgan Stanley receives approval for joint venture with
Gateway Securities (Partnership) - February 2008
Santander
Brazil: Santander purchases ABN AMRO' s asset management activities in
Brazil (M&A) - February 2008
Société Générale
France: Société Générale to acquire former Capitalia Securities
services business from UniCredit (M&A) - February 2008
Swiss Life
Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008
UBS
France: UBS completes acquisition of Caisse Centrale de Réescompte
Group (M&A) - February 2008
Unicredit
Monaco: UniCredit sells Monaco branch to Compagnie Monégasque de
Banque (Divestment) - February 2008
PRODUCT INNOVATION AND CUSTOMER TARGETING: THE DEVELOPMENTS
Amvescap
US: AIM Investments offers customized reports for defined contribution
plans - (Product innovation) - February 2008
US: PowerShares India Portfolio ETF allows foreign investment in
Indian equities (Product innovation) - February 2008
Aviva
UK: Morley launches logistics property fund with SachsenFonds (Product
innovation) - February 2008
Bank of New York Mellon
US: BNY Mellon launches acquisition service (Customer targeting) -
February 2008
Barclays
UK: Barclays launches investment ISA (Product innovation) - February
2008
Citigroup
Hong Kong: Citibank enhances online securities trading platform
(Product innovation) - February 2008
Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a
' green' product (Product innovation) - February 2008
Deutsche Bank
UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product
innovation) - February 2008
US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index
(Product innovation) - February 2008
Franklin Templeton
US: Franklin Templeton launches India growth fund (Product innovation)
- February 2008
Goldman Sachs
US/Global: Goldman Sachs introduces local emerging markets debt fund
(Product innovation) - February 2008
US: Goldman Sachs launches tax-efficient equity fund (Product
innovation) - February 2008
Henderson Global Investors
Global: Henderson launches Pan European active fund to take advantage
of undervalued companies (Product innovation) - February 2008
Pictet & Cie
Hong Kong: Pictet & Cie targets retail investors with global theme
funds (Customer targeting) - February 2008
APPENDIX
Methodology
Index of strategies by company
ABN AMRO
Netherlands: ABN AMRO receives permission for separation and sale to
Fortis of asset management business (Divestment) - January 2008
Amvescap
US: Invesco' s AIM Investments to reopen its European Fund to take
advantage of market volatility (Product innovation) - January 2008
India: Invesco' s PowerShares to list first Indian equity-based ETF
(Product innovation) - January 2008
US: AIM Investments offers customized reports for defined
contribution plans - (Product innovation) - February 2008
US: PowerShares India Portfolio ETF allows foreign investment in
Indian equities (Product innovation) - February 2008
Aviva
Australia: Aviva adds portfolio weighting for tax efficiency on its
Navigator platform (Product innovation) - January 2008
UK: Morley launches logistics property fund with SachsenFonds
(Product innovation) - February 2008
Bank of New York Mellon
Brazil: Bank of New York Mellon acquires Brazil' s ARX Capital
Management (M&A) - January 2008
US: BNY Mellon launches acquisition service (Customer targeting) -
February 2008
Barclays
UK: Barclays launches investment ISA (Product innovation) - February
2008
BNP Paribas
Canada: BNP subsidiary Innocap establishes family of synthetic
trackers (Product innovation) - January 2008
Turkey: BNP Paribas collaborates with TEB on securities services
(Partnership) - February 2008
Citigroup
China: Citibank and Legg Mason offer mutual funds in China
(Partnership) - January 2008
Hong Kong: Citibank enhances online securities trading platform
(Product innovation) - February 2008
Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as
a ' green' product (Product innovation) - February 2008
Credit Agricole
Saudi Arabia: Crédit Agricole engages in joint venture with Banque
Saudi Fransi (Partnership) - February 2008
Australia: Crédit Agricole creates subsidiary to focus on
institutional and multi-manager clients (Organic growth) - February 2008
Credit Suisse
Global/Switzerland: Credit Suisse, AIL and South Pole to launch
carbon investment vehicle (Partnership) - January 2008
Australia: Crédit Suisse Asset Management Australia forms alliance
with Julius Baer Investment Management to expand equity range
(Partnership) - February 2008
Deutsche Bank
China: Deutsche Bank increases stake in Chinese funds management
company Harvest (M&A) - January 2008
Germany/Global: Deutsche Bank creates global markets investment
platform (Distribution) - January 2008
UK/US: Deutsche Bank targets investors with the launch of new ETFs
(Customer Targeting) - January 2008
US: Deutsche Bank acquires hedge fund administrator HedgeWorks
(M&A) - February 2008
UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product
innovation) - February 2008
US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index
(Product innovation) - February 2008
Dexia
Poland: Dexia Asset Management to open Warsaw branch (Organic
Growth) - January 2008
Fortis
Netherlands: ABN AMRO' s asset management division approved for
demerger and subsequent sale to Fortis (Divestment) - January 2008
Belgium/Luxemburg: Fortis launches ABN AMRO ' green' investment note
(Product innovation) - January 2008
Franklin Templeton
US: Franklin Templeton introduces international bond fund to US
investors (Product innovation) - January 2008
Vietnam: Franklin Templeton acquires stake in private equity
investment company, Vietcombank Fund Management (M&A) - February 2008
US: Franklin Templeton launches India growth fund (Product
innovation) - February 2008
Goldman Sachs
US/Global: Goldman Sachs introduces local emerging markets debt fund
(Product innovation) - February 2008
US: Goldman Sachs launches tax-efficient equity fund (Product
innovation) - February 2008
HBOS
UK: Bank of Scotland and Oxford Investment launch co-investment
program (Partnership) - February 2008
Henderson Global Investors
US: Henderson launches its first institutional fund for US investors
(Customer targeting) - January 2008
UK/Global: Henderson aims at lower-end retail investors by reducing
its multi-manager fund investment thresholds (Customer targeting) -
January 2008
China/Asia: Henderson launches Chinese long/short fund using
contracts for difference (Product innovation) - Jan 08
Global: Henderson launches Pan European active fund to take
advantage of undervalued companies (Product innovation) - February 2008
HSBC
France: HSBC receives offer for sale of French subsidiaries from
Banque Fédérale des Banques Populaires (Divestment) - February 2008
Julius Baer
Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product
innovation) - January 2008
Morgan Stanley
US: Morgan Stanley acquires stake in venture capital firm NGEN
Partners (M&A) - January 2008
Australia: Morgan Stanley launches new FX strategy (Product
innovation) - January 2008
US/Global: Morgan Stanley launches global long/short fund of hedge
funds (Product innovation) - January 2008
Vietnam: Morgan Stanley receives approval for joint venture with
Gateway Securities (Partnership) - February 2008
Pictet & Cie
Hong Kong: Pictet & Cie targets retail investors with global
theme funds (Customer targeting) - February 2008
Santander
Brazil: Santander purchases ABN AMRO' s asset management activities
in Brazil (M&A) - February 2008
Schroders
Global/Luxemburg: Schroders launches alternative investment product
for institutional clients (Product innovation) - January 2008
Société Générale
France: Société Générale to acquire former Capitalia Securities
services business from UniCredit (M&A) - February 2008
State Street
US: State Street expands custody and fund administration
relationship with Columbia Management (Partnership) - January 2008
Swiss Life
Germany: Swiss Life publishes voluntary public takeover bid for AWD
Holding (M&A) - January 2008
Germany: Swiss Life holds 74.4% share in AWD (M&A) - February
2008
UBS
France: UBS completes acquisition of Caisse Centrale de Réescompte
Group (M&A) - February 2008
Unicredit
Ukraine: Bank Austria finalises acquisition of Ukrainian bank
Ukrsotsbank (M&A) - January 2008
Monaco: UniCredit sells Monaco branch to Compagnie Monégasque de
Banque (Divestment) - February 2008
Index of strategies by geography
Western Europe
Global/Switzerland: Credit Suisse, AIL and South Pole to launch
carbon investment vehicle (Partnership) - January 2008
Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product
innovation) - January 2008
Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as
a ' green' product (Product innovation) - February 2008
France
France: HSBC receives offer for sale of French subsidiaries from
Banque Fédérale des Banques Populaires (Divestment) - February 2008
France: Société Générale to acquire former Capitalia Securities
services business from UniCredit (M&A) - February 2008
France: UBS completes acquisition of Caisse Centrale de Réescompte
Group (M&A) - February 2008
Germany
Germany/Global: Deutsche Bank creates global markets investment
platform (Distribution) - January 2008
Germany: Swiss Life publishes voluntary public takeover bid for AWD
Holding (M&A) - January 2008
Germany: Swiss Life holds 74.4% share in AWD (M&A) - February
2008
UK
UK/US: Deutsche Bank targets investors with the launch of new ETFs
(Product innovation) - January 2008
UK/Global: Henderson aims at lower-end retail investors by reducing
its multi-manager fund investment thresholds (Customer targeting) -
January 2008
UK: Bank of Scotland and Oxford Investment launch co-investment
program (Partnership) - February 2008
UK: Barclays launches investment ISA (Product innovation) - February
2008
UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product
innovation) - February 2008
Benelux
Netherlands: ABN AMRO receives permission for separation and sale to
Fortis of asset management business (Divestment) - January 2008
Netherlands: ABN AMRO' s asset management division approved for
demerger and subsequent sale to Fortis (Divestment) - January 2008
Belgium/Luxemburg: Fortis launches ABN AMRO ' green' investment note
(Product innovation) - January 2008
Global/Luxemburg: Schroders launches alternative investment product
for institutional clients (Product innovation) - January 2008
Central and Eastern Europe
Ukraine: Bank Austria finalises acquisition of Ukrainian bank
Ukrsotsbank (M&A) - January 2008
Turkey: BNP Paribas collaborates with TEB on securities services
(Partnership) - February 2008
Poland
Poland: Dexia Asset Management to open Warsaw branch (Organic
Growth) - January 2008
North America
Canada: BNP subsidiary Innocap establishes family of synthetic
trackers (Product innovation) - January 2008
US
US: Morgan Stanley acquires stake in venture capital firm NGEN
Partners (M&A) - January 2008
US: State Street expands custody and fund administration
relationship with Columbia Management (Partnership) - January 2008
US: Invesco' s AIM Investments to reopen its European Fund to take
advantage of market volatility (Product innovation) - January 2008
US: Franklin Templeton introduces international bond fund to US
investors (Product innovation) - January 2008
US: Henderson launches its first institutional fund for US investors
(Customer targeting) - January 2008
US/Global: Morgan Stanley launches global long/short fund of hedge
funds (Product innovation) - January 2008
US: Deutsche Bank acquires hedge fund administrator HedgeWorks
(M&A) - February 2008
US: Dreyfus Corporation and WisdomTree Investments partner over ETF
products (Partnership) - February 2008
US: AIM Investments offers customized reports for defined
contribution plans - (Product innovation) - February 2008
US: PowerShares India Portfolio ETF allows foreign investment in
Indian equities (Product innovation) - February 2008
UK: Morley launches logistics property fund with SachsenFonds
(Product innovation) - February 2008
US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index
(Product innovation) - February 2008
US: Franklin Templeton launches India growth fund (Product
innovation) - February 2008
US/Global: Goldman Sachs introduces local emerging markets debt fund
(Product innovation) - February 2008
US: Goldman Sachs launches tax-efficient equity fund (Product
innovation) - February 2008
US: BNY Mellon launches acquisition service (Customer targeting) -
February 2008
Brazil
Brazil: Bank of New York Mellon acquires Brazil' s ARX Capital
Management (M&A) - January 2008
Brazil: Santander purchases ABN AMRO' s asset management activities
in Brazil (M&A) - February 2008
Middle East
Saudi Arabia: Crédit Agricole engages in joint venture with Banque
Saudi Fransi (Partnership) - February 2008
Asia
Japan: RBS launches two structured bonds (Product innovation) -
January 2008
Vietnam: Franklin Templeton acquires stake in private equity
investment company, Vietcombank Fund Management (M&A) - February 2008
Vietnam: Morgan Stanley receives approval for joint venture with
Gateway Securities (Partnership) - February 2008
Hong Kong: Citibank enhances online securities trading platform
(Product innovation) - February 2008
Hong Kong: Pictet & Cie targets retail investors with global
theme funds (Customer targeting) - February 2008
Australia
Australia: Aviva adds portfolio weighting for tax efficiency on its
Navigator platform (Product innovation) - January 2008
Australia: Morgan Stanley launches new FX strategy (Product
innovation) - January 2008
Australia: Crédit Agricole creates subsidiary to focus on
institutional and multi-manager clients (Organic growth) - February 2008
Australia: Crédit Suisse Asset Management Australia forms alliance
with Julius Baer Investment Management to expand equity range
(Partnership) - February 2008
India
India: Invesco' s PowerShares to list first Indian equity-based ETF
(Product innovation) - January 2008
China
China: Citibank and Legg Mason offer mutual funds in China
(Partnership) - January 2008
China: Deutsche Bank increases stake in Chinese funds management
company Harvest (M&A) - January 2008
China/Asia: Henderson launches Chinese long/short fund using
contracts for difference (Product innovation) - Jan 08
Index of strategies by trend
M&A
Germany: Swiss Life publishes voluntary public takeover bid for AWD
Holding (M&A) - January 2008
Netherlands: ABN AMRO receives permission for separation and sale to
Fortis of asset management business (Divestment) - January 2008
Netherlands: ABN AMRO' s asset management division approved for
demerger and subsequent sale to Fortis (Divestment) - January 2008
Ukraine: Bank Austria finalises acquisition of Ukrainian bank
Ukrsotsbank (M&A) - January 2008
China: Deutsche Bank increases stake in Chinese funds management
company Harvest (M&A) - January 2008
France: HSBC receives offer for sale of French subsidiaries from
Banque Fédérale des Banques Populaires (Divestment) - February 2008
Brazil: Santander purchases ABN AMRO' s asset management activities
in Brazil (M&A) - February 2008
France: Société Générale to acquire former Capitalia Securities
services business from UniCredit (M&A) - February 2008
Germany: Swiss Life holds 74.4% share in AWD (M&A) - February
2008
France: UBS completes acquisition of Caisse Centrale de Réescompte
Group (M&A) - February 2008
Partnerships
Global/Switzerland: Credit Suisse, AIL and South Pole to launch
carbon investment vehicle (Partnership) - January 2008
Germany/Global: Deutsche Bank creates global markets investment
platform (Distribution) - January 2008
China: Citibank and Legg Mason offer mutual funds in China
(Partnership) - January 2008
Turkey: BNP Paribas collaborates with TEB on securities services
(Partnership) - February 2008
Saudi Arabia: Crédit Agricole engages in joint venture with Banque
Saudi Fransi (Partnership) - February 2008
Australia: Crédit Suisse Asset Management Australia forms alliance
with Julius Baer Investment Management to expand equity range
(Partnership) - February 2008
UK: Bank of Scotland and Oxford Investment launch co-investment
program (Partnership) - February 2008
US: Dreyfus Corporation and WisdomTree Investments partner over ETF
products (Partnership) - February 2008
Vietnam: Morgan Stanley receives approval for joint venture with
Gateway Securities (Partnership) - February 2008
Organic Growth
Poland: Dexia Asset Management to open Warsaw branch (Organic
Growth) - January 2008
Australia: Crédit Agricole creates subsidiary to focus on
institutional and multi-manager clients (Organic growth) - February 2008
Australia: Crédit Suisse Asset Management Australia forms alliance
with Julius Baer Investment Management to expand equity range
(Partnership) - February 2008
Product innovation
Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product
innovation) - January 2008
Canada: BNP subsidiary Innocap establishes family of synthetic
trackers (Product innovation) - January 2008
Australia: Aviva adds portfolio weighting for tax efficiency on its
Navigator platform (Product innovation) - January 2008
Australia: Morgan Stanley launches new FX strategy (Product
innovation) - January 2008
US: AIM Investments offers customized reports for defined
contribution plans - (Product innovation) - February 2008
UK: Barclays launches investment ISA (Product innovation) - February
2008
Hong Kong: Citibank enhances online securities trading platform
(Product innovation) - February 2008
UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product
innovation) - February 2008
US: Franklin Templeton launches India growth fund (Product
innovation) - February 2008
US/Global: Goldman Sachs introduces local emerging markets debt fund
(Product innovation) - February 2008
US: Goldman Sachs launches tax-efficient equity fund (Product
innovation) - February 2008
Global: Henderson launches Pan European active fund to take
advantage of undervalued companies (Product innovation) - February 2008
Hedge funds
China/Asia: Henderson launches Chinese long/short fund using
contracts for difference (Product innovation) - Jan 08
US: Deutsche Bank acquires hedge fund administrator HedgeWorks
(M&A) - February 2008
Private equity
Vietnam: Franklin Templeton acquires stake in private equity
investment company, Vietcombank Fund Management (M&A) - February 2008
Capital protected/Structured products
Japan: RBS launches two structured bonds (Product innovation) -
January 2008
Property investment
UK: Morley launches logistics property fund with SachsenFonds
(Product innovation) - February 2008
Infrastructure funds
Global/Luxemburg: Schroders launches alternative investment product
for institutional clients (Product innovation) - January 2008
Ethical investments
Belgium/Luxemburg: Fortis launches ABN AMRO ' green' investment note
(Product innovation) - January 2008
Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as
a ' green' product (Product innovation) - February 2008
Exchange traded funds
UK/US: Deutsche Bank targets investors with the launch of new ETFs
(Product innovation) - January 2008
India: Invesco' s PowerShares to list first Indian equity-based ETF
(Product innovation) - January 2008
US: Dreyfus Corporation and WisdomTree Investments partner over ETF
products (Partnership) - February 2008
US: PowerShares India Portfolio ETF allows foreign investment in
Indian equities (Product innovation) - February 2008
US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index
(Product innovation) - February 2008
Customer targeting
UK/Global: Henderson aims at lower-end retail investors by reducing
its multi-manager fund investment thresholds (Customer targeting) -
January 2008
US: BNY Mellon launches acquisition service (Customer targeting) -
February 2008
Hong Kong: Pictet & Cie targets retail investors with global
theme funds (Customer targeting) - February 2008
Offshore
Monaco: UniCredit sells Monaco branch to Compagnie Monégasque de
Banque (Divestment) - February 2008
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