UPDATE: Lloyds Talks With Rathbone On Investment Management Assets
October 15 2009 - 4:17AM
Dow Jones News
Lloyds Banking Group PLC (LYG) Thursday said it may sell some of
its investment management assets, including Bank of Scotland
Portfolio Management Services, to Rathbone Brothers PLC (RAT.LN),
as the part state-owned bank looks to raise money and shed some of
its dependence on the U.K. government.
Lloyds, which is 43.5% owned by the U.K. government, said it is
in discussions about the potential sale of "non-core client
discretionary investment management activities, principally the
Bank of Scotland Portfolio Management Service," without giving any
details of the size or revenues of the businesses.
Analysts said the BoS Portfolio Management unit has less than
GBP1 billion in assets under management, suggesting a price tag in
the tens of millions of pounds. Though not directly comparable,
Lloyds in August sold its Insight Investment Management unit, with
GBP80 billion under management to Bank of New York Mellon Corp.
(BK) for GBP235 million.
"I don't think assets under management in the division are big
enough to make this deal material to the bank. But it shows Lloyds
is really analyzing its operations, trying to see what is core and
what isn't," said one analyst. He said the unit employs about 50
people.
According to its Web site, Bank of Scotland Portfolio Management
Services manages stock portfolios and other investments for clients
with GBP100,000 or more to invest.
Lloyds is in the midst of a series of decisions that will decide
its future shape. The European Commission is expected to rule soon
on conditions of state aid received by Lloyds, which included a
GBP17 billion capital injection a year ago, and a plan to have the
government insure about GBP260 billion in risky loans and
investments.
The bank has been looking at ways to bypass the insurance
program, though, in whole or in part, by instead raising additional
capital.
Ultimately, it is expected to make a string of asset sales as it
maps out a return to independence.
Lloyds shares at 0732 GMT were up 1 pence, at 94 pence, in a
mixed London market.
Company Web site: http://www.lloydsbankinggroup.com
-By Margot Patrick, Dow Jones Newswires; +44 (0)20 7842 9451;
margot.patrick@dowjones.com