F&C

Published 18 Jun 2007
Reference 5419
Industry Capital Markets
Region Global
Summary

The case describes the process of integration between two European asset management organizations, one being British the other Dutch, with the goal of creating a Paneuropan organization reaching institutional clients in several countries of Europe. The travails of organizational reconstruction, cost cutting, company re-definition and client retention are analyzed against a background of stock market crash.

Teaching objectives

Issues are: - Size in the profitability of an asset management firm - Differences between the Amsterdam and the London investment management teams - Geographic orientation needed in a Pan-European asset management operation - Value creation in the asset management industry

Keywords
  • RD0507
  • AR2007
  • AR0607