Contents 2
The Roundup 3
The asset management industry is broadening its reaches into new geographies 3
Continued expansion into Central and Eastern Europe has been a key theme 3
The Asia Pacific region continues to attract investment 3
Latin America is becoming an increasingly important area for expansion 3
Offshore funds are attracting investment from the asset management industry 3
The Developments 4
ABN AMRO 4
Mellon buys back ABN AMRO Mellon Global Securities Services (Divestment) - July 07 4
ALLIANZ 4
Dresdner Kleinwort purchases Allianz brokerage unit (M&A) - September 07 4
AVIVA 4
European Property Fund completes aqcuisition of commercial properties (M&A) - September 07 4
Aviva acquires Romanian asset management company (M&A) - September 07 4
Barclays 4
Barclays announce revised offer for ABN AMRO takeover - (M&A) August 07 4
BBVA 5
BBVA opens new center in Spain (Organic growth) - July 07 5
BBVA successfully completes Compass acquisition (M&A) - September 07 5
BNP Paribas 5
BNP Paribas and RBS International Securities Services to merge (M&A) - July 07 5
BNP Paribas enters joint venture with Sahara Bank (Partnerships) - July 07 5
BNP Paribas launches Swedish operations (Organic Growth) - September 07 5
BNL to be incorporated into BNP Paribas (M&A) - September 07 6
BNP Paribas Securities Services acquires hedge fund business (M&A) - September 07 6
Citigroup 6
Citi secures rights to Banco de Chile holding company (M&A) - July 07 6
Citi finalizes acquisition of The BISYS Group (M&A) -August 07 6
Citi to launch equity business in Turkey (Organic growth) - August 07 6
Commerzbank 7
Commerzbank gains majority interest in Ukraine's Bank Forum (M&A) - September 07 7
Credit Agricole 7
Credit Agricole signs acquisition agreement with Bank Sarasin (M&A) - July 07 7
Credit Agricole proposes restructuring strategy (Organic Growth) - July 07 7
Caceis to buy Olympia Capital International (M&A) - July 07 7
Credit Agricole subsidiary acquires Interbank and DMC Group from ABN AMRO (M&A) - July 07 7
Deutsche Bank 8
Deutsche Bank acquires domestic custody business of Türkye Garanti Bankasi (M&A) - July 8
Deutsche Bank increases capital in Thailand branch (Organic growth) - July 07 8
Dexia 8
Dexia sets up new 'Lettres de Gage' bank in Luxembourg - July 07 8
DNB Nor 8
DnB NOR submits bid for SalusAnsvar - August 07 8
Fortis 8
Fortis sells a minority stake of Fortis Investments to Tokio Marine & Nichido Fire - July 07 8
Fortis Bank sells its stake in Banco Comercial Portugues - September 07 9
Franklin Templeton 9
Franklin Templeton enters into strategic relationship with Algebra Capital - September 07 9
Franklin Templeton acquires a majority stake in Riva Financial Systems - September 07 9
Henderson Global Investors 9
Henderson Global Investors and Canada Pension Plan Investment sign agreement to acquire Whitefriars Quarter Shopping Centre - July 07 9
QIC Invests in HGI's global equity multi-strategy capability - August 07 9
HSBC 9
HSBC agrees to acquire a majority shareholding in Korea Exchange Bank - September 07 9
HSBC enters strategic relationship with Vietnam insurer, Bao Viet - September 07 10
ING 10
ING completes sale of Regio Bank to SNS REAAL - July 07 10
ING agrees to buy back shares from Fortis - July 07 10
ING Group completes sale of ING Trust - July 07 10
Intesa Sanpaolo 10
Intesa Sanpaolo to acquire a minority stake in Qingdao City Commercial Bank, China - July 07 10
Intesa Sanpaolo agrees to sell a 15.7% stake in Banco Del Desarrollo to Scotiabank - August 07 10
KBC 10
KBC Securities acquires a majority shareholding of Baltic Investment Company - July 07 10
KBC Securities acquire Hipobroker in Serbia - July 07 11
KBC receives final approval to acquire Absolut Bank - July 07 11
KBC acquires majority stake in DZI insurance, Bulgaria - August 07 11
KBC Securities closes the acquisition of majority share of Bastion Group - September 07 11
KBC acquires 75% share in EIBANK - September 2007 11
Merrill Lynch 11
Merrill Lynch and AEGON to enter into strategic relationship - August 07 11
Merrill Lynch and First Republic Bank close merger - September 07 12
Merrill Lynch announces strategic relationship with ASSET4 - September 07 12
Morgan Stanley 12
Morgan Stanley Investment Management Partners with Korea's National Pension Service - July 07 12
Morgan Stanley establishes research team in Dubai- August 2007 12
Old Mutual 12
Old Mutual Indian Joint Venture to further expand (Organic Growth) - September 07 12
Prudential plc 12
Prudential raises its Fund Management Joint Venture stake in China (M&A) - August 07 12
Rabobank 13
Sarasin and AIG Private Bank to create bank for affluent clients (Partnership) - July 07 13
Rabobank acquires minority stake in Paraguayan bank (M&A) - August 07 13
Sal. Oppenheim 13
Sal. Oppenheim increases its minority share in IKB (Organic Growth) - August 07 13
Santander 13
Santander to expand in Latin America (Organic Growth) - July 07 13
Santander sells AFPs to ING (M&A) - July 07 14
Santander, RBS, and Fortis continue with their offer for ABN AMRO (M&A) - July-September 07 14
Schroders 14
Schroders and Citibank to make International Mutual Funds available in China (Partnership) - August 07 14
Société Générale 14
Lyxor Japan set up (Organic Growth) - July 07 14
SGAM Fortune granted QDII License (Organic Growth) - August 07 14
SG Hambros acquires ABN AMRO Private Banking London (M&A) - September 07 15
Swiss Life 15
Swiss Life acquires banking and asset management business of Banque Privée Fideuram Wargny (M&A) - August 07 15
UBS 15
UBS Global Asset Management creates UBS Hana Asset Management (Organic Growth) - July 07 15
UniCredit 15
Bank Austria agrees majority shareholding acquisition of Ukrsotsbank in Ukraine (M&A) - July 07 15
Unicredit sells shareholding stake in Bank BPH to GE Money (M&A) - August 07 16
Unicredit and Capitalia merger cleared (M&A) - September 07 16
APPENDIX 17
Methodology 17
Further reading 19
Ask the analyst 19
Datamonitor consulting 19
Disclaimer 19
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