摩根士丹利擬挺進(jìn)中國零售基金業(yè)

作為積極進(jìn)軍亞洲投資管理行業(yè)的一部分，摩根士丹利(Morgan Stanley)計(jì)劃未來兩年在中國大陸、韓國和臺(tái)灣推出零售基金管理業(yè)務(wù)。

Morgan Stanley is planning to launch retail fund management operations in China, South Korea and Taiwan over the next two years as part of an aggressive push into Asian investment management.

此舉意味著摩根士丹利進(jìn)軍亞洲的腳步發(fā)生了轉(zhuǎn)變。到目前為止，這家美國投資銀行一直將重點(diǎn)放在亞洲的機(jī)構(gòu)基金管理及地產(chǎn)、私人股本和對沖基金等另類投資業(yè)務(wù)上。 The move represents a step-change for the US investment bank, which has so far focused on Asian institutional fund management and alternative investments such as property, private equity and hedge funds.

摩根士丹利亞洲投資管理部門主管裴布雷(Blair Pickerell)在得到任命后首次接受采訪時(shí)表示："如果你確實(shí)有意在全球打造長期資產(chǎn)管理業(yè)務(wù)，你就不能不進(jìn)軍中國。"

In his first interview since his appointment as head of the Asian investment management operation, Blair Pickerell said: "If you are seriously interested in building a long-term asset management business globally, you can't afford not to be in China."

上周，包括首席執(zhí)行官麥晉桁(John Mack)在內(nèi)的摩根士丹利董事會(huì)成員在香港召開了該集團(tuán)的全球管理會(huì)議，以此展示他們對亞洲的重視。這是該集團(tuán)首次在亞洲召開此類會(huì)議。

Last week, Morgan Stanley board members - including John Mack, chief executive - sought to demonstrate their commitment to Asia by holding the group's global management meeting in Hong Kong, the first such meeting in the region.

摩根士丹利的擴(kuò)張計(jì)劃凸現(xiàn)出該集團(tuán)日益關(guān)注亞洲共同基金市場--這一市場目前已達(dá)1.2萬億美元，占全球共同基金資產(chǎn)的6%。這一計(jì)劃還反映出該集團(tuán)決心發(fā)展其非美國投資管理業(yè)務(wù)。摩根士丹利目前管理的全球資產(chǎn)為5210億美元，其中非美國投資管理業(yè)務(wù)占五分之一。

Morgan Stanley's expansion plan highlights its growing focus on the $1,200bn Asian mutual fund market, which accounts for 6 per cent of global mutual fund assets. It also reflects the group's drive to bolster its non-US investment management business, which accounts for a fifth of its $521bn of global assets under management.

這家美國投資銀行已經(jīng)在日本開展了本土基金業(yè)務(wù)，將重點(diǎn)放在日本的養(yǎng)老金計(jì)劃上。該行最近還加快了其規(guī)模不大的印度共同基金業(yè)務(wù)的擴(kuò)張。

The US bank already has a domestic fund business in Japan, where it focuses on the country's pension schemes. It has also recently stepped up its efforts to expand its small mutual fund business in India.

裴布雷曾任匯豐(HSBC)亞洲基金管理部門主管，領(lǐng)導(dǎo)了匯豐向中國零售基金市場的擴(kuò)張。要想進(jìn)軍中國的零售基金業(yè)務(wù)，外國集團(tuán)必須在中國組建合資基金管理公司，持有合資公司的少數(shù)股權(quán)。

Mr Pickerell was head of the Asian fund management arm of HSBC, where he led the bank's expansion into the Chinese retail fund market. Foreign groups are required to buy minority stakes in local fund joint ventures.

裴布雷表示，摩根士丹利渴望與潛在的中國合資伙伴展開談判。在韓國等其它市場上，摩根士丹利希望能收購現(xiàn)有的本土業(yè)務(wù)。

Mr Pickerell said the group was keen to start negotiations with potential Chinese joint venture partners. In other markets, such as South Korea, the group would be looking to acquire existing local businesses.

分析人士表示，裴布雷的個(gè)人聲望也許有助于摩根士丹利吸引亞洲頂級(jí)的基金管理人才。

Analysts said Mr Pickerell's reputation might help Morgan Stanley to attract top Asian fund management talent.

摩根士丹利的亞洲業(yè)務(wù)現(xiàn)有員工440人，預(yù)計(jì)該公司即將開始招聘人才，以支持計(jì)劃中的擴(kuò)張。

The Asian operation, which has 440 staff, is expected to start hiring to support the planned expansion.