The Warren Enskat Group


Artificial Intelligence Industry Insights

AI / Blockchain / Digital Transformation / Investing / Machine Learning / Research

Microsoft Research Finds Organizations Across Industries are “Embracing Tech Intensity As a Key Driver of Competitive Advantage”

Daniel Enskat / December 23, 2019
Asia / Asset Management / China / Investing / Leadership / Research / Talent

McKinsey on Asian Asset Management – Five Disruptions Impacting Future Growth


WSJ: Deepfake Videos Are Getting Real and That’s a Problem

Automation / Digital Transformation / Investing / Research / Talent / Technology

Asset Management M&A Perspectives from Casey Quirk/Deloitte

Automation / Digital Transformation / Investing / Leadership / RegTech / Research / Systematic investing / Technology

Asset & Wealth Management Revolution: pwc identifies six game changers & four key trends for the decade ahead

Fidelity Publishes Survey Saying 47% of U.S. Institutions View Digital Assets as Having a Place in their Investment Portfolios

Fidelity in late 2018 announced and this quarter launched Fidelity…

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Accenture 2019 Global Financial Services Consumer Study – Data sharing, tailored offerings, digital integration

Accenture last year surveyed 47,000 banking and insurance customers globally……

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JP Morgan and Microsoft Announce Strategic Blockchain Partnership

JP Morgan and Microsoft this week announced a strategic partnership…

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BlackRock Lab for AI Focuses on a Stock-Lending Platform, Alt Data Sets and Automating Boring Tasks

BlackRock‘s Chief Engineer and Head of the Aladdin Product Group…

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Citigroup Launches Markets Acceleration Lab to „Create a Pipeline of Unique (Trading/Tech/AI) Talent“

Back in 2009, Citigroup started its series of Global Innovation…

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IBM and Thomson Reuters Launch AI-powered Real-Time RegTech Compliance Solution

In a new collaboration, IBM and Thomson Reuters will offer…

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Citadel Hires Morgan Stanley Quant Veteran in Battle for ML/AI/Quant Talent

Glen Popick, for two decades the Global Head of Fixed-Income…

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VC firms are becoming RIAs to invest more broadly and in bigger buckets – blurring the lines of demarcation for investing in the age of ML/AI

Andreessen Horowitz last month filed papers to turn the 10-year-old…

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Accenture: Challenges for Financial Services in ML/AI Adoption

Data as the new oil, and how data-rich industries such…

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Stanford HAI: The Historian and the Technologist – Yuval Harari and Fei-Fei Li in Discussion on the Future of Tech and Humanity with AI

Stanford HAI and the McCoy Family Center for Ethics in…

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About Us

We pioneered executive search 49 years ago and in 1993 the firm morphed into a liftout specialist, for investment and distribution/HNW teams. As such, our sole focus for the last two and a half decades has been on team liftouts and small acquisitions in the investment management industry.

Robert Warren pioneered the liftout business in the early nineties and Institutional Investor Magazine ten years later labeled him the “liftout king”. Daniel Enskat has written a dozen books on the asset management industry and leads our proprietary quantitative and qualitative research efforts. The combination of data and research along with our network is key to each assignment.

Moving a group of people to a new firm is NOT a liftout, a concept often misunderstood in the industry. We define a liftout as bringing you a top decile team along with an immediately marketable track record and portable institutional assets. A liftout is profitable immediately and acts a pied piper for other asset classes and products, hiring multiple individuals is not. The teams we bring are never looking in the marketplace, as they are top performers and in most cases have worked together for over a decade.

In recent years our focus has been on artificial intelligence and how it is impacting asset management distribution, operations and investments. Our team spent time all over the world to personally meet with the top AI pioneers and leaders tho see how they would tackle AI, for automation as well as investments and to get involved with asset managers, be that as a team liftout, acquisition, JV or as R&D. “AI is like teenage sex. Everyone talks about it. Nobody knows how to do it. But everyone thinks everyone else is doing it, so they claim they do it too.” This is especially true in investment management, where firms overpay for the wrong talent and address the wrong issues. We can connect you to the leaders in AI, spend less, and grow more.

"A liftout is a complex process which requires us to work with, consult and at times guide your legal, operational, compliance and HR staff to ensure a smooth process and successful business from day one."

Robert Warren

A true liftout is profitable within the first six months.

What We Do

We have facilitated over 70 team liftouts and investment boutique acquisitions in the last two decades, with each team still with the firms we placed them with. We have clients in all continents and across all business models, including long only and alternatives.

Business continuity and cultural fit are the most important factors for our work. Warren Enskat will work with you to create a systematic process and structure to find those top decile performing investment teams. We have the ability to look for multiple teams at the same time and integrate them seamlessly into the cultural fabric of the organization, along with key distribution talent, portable track records and asset trails to ensure profitability from day one along with AUM growth.

The route of hiring a lot of new people and then training them for years while hoping to build a 3-year and 5-year track record from scratch to become a global blockbuster is highly improbable – and takes too long.

Acquire the right team in the right way, and you may get not only cohesive, plug-and-play talent but also valuable external relationships, learning opportunities for existing staff – and the chance to embarrass a competitor.

Harvard Business Review, Lift-Outs: How to Acquire a High-Functioning Team

Lift-outs … represent an attractive means of driving continued business growth in times of market uncertainty.

PWC, Global Private Banking & Wealth Mgmnt Survey

Contact Us

The route of hiring a lot of new people and then training them for years while hoping to build a 3-year and 5-year track record from scratch to become a global blockbuster is highly improbable – and takes too long.

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