
管理资产总额超过5.8万亿美元的金融机构,在伊朗战争扰乱该地区经济的近八个月里,已在海湾地区设立了首批办事处,这表明资产管理者仍押注该地区将继续成为新增资金的来源。
Finance firms controlling over $5.8 trillion have established their first offices in the Gulf in the nearly eight months since the Iran war disrupted the region’s economies, a sign that money managers are still betting it will remain a source of new cash.
在此期间,海湾所有主要金融枢纽——阿布扎比、多哈、迪拜和利雅得——均迎来了新投资者入驻,其中包括Advent、贝恩资本、美国资本集团、Man Group以及新加坡淡马锡。无论从新办事处数量还是入驻机构的管理资产规模来看,阿布扎比均被证明是最受欢迎的目的地。
In that time, all the Gulf’s major finance hubs — Abu Dhabi, Doha, Dubai, and Riyadh — have welcomed new investors including Advent, Bain Capital, Capital Group, Man Group, and Singapore’s Temasek. Abu Dhabi has proved to be the most popular destination, both by the number of new office openings and the assets under management of the firms setting up there.
这反映了阿布扎比主权财富基金今年加快了交易步伐,且该酋长国获得了对冲基金记账中心的认可。根据Semafor利用人工智能分析公开公告编制的数据,自2月28日以来,近20家合计管理资产超过5万亿美元的公司已承诺在阿布扎比设立机构,迪拜以吸引10家管理资产达6700亿美元的管理机构位居第二。
That’s a reflection of Abu Dhabi’s sovereign wealth funds ramping up the pace of dealmaking this year, and the emirate gaining recognition as a booking center for hedge funds. Nearly 20 companies overseeing more than $5 trillion combined have committed to setting up in Abu Dhabi since Feb. 28, with Dubai in second place attracting 10 managers running $670 billion in assets, according to data compiled by Semafor using artificial intelligence analysis of public announcements.
总部位于巴黎的咨询公司Polisphere Advisory创始人Robert Mogielnicki表示,许多公司将此视为“展示其对该地区长期潜力信心的时刻”。该地区的政府和主权财富基金期望看到这种承诺体现为“双向投资走廊”,即外资流入海湾,作为回报,与该地区的国家控股投资者在全球交易中建立合作伙伴关系。
Many firms see this as “the moment to demonstrate their belief in the region’s long-term potential,” said Robert Mogielnicki, founder of Paris-based consultancy Polisphere Advisory. Governments and sovereign wealth funds in the region expect to see this commitment demonstrated as “two-way investment corridors,” with foreign capital coming into the Gulf in return for partnerships with regional, state-controlled investors on global deals.
深度了解 对于许多在阿布扎比设立办事处的机构而言,这是接近该地区主权财富基金客户的一种方式,是对海湾增长的长期押注,也是进一步扩张的潜在立足点。
Know More For many of those opening in Abu Dhabi, it’s a way to get closer to SWF clients in the region, a long-term bet on the Gulf’s growth, and a potential foothold for further expansion.
管理资产600亿美元的New Mountain Capital本月早些时候在阿布扎比设立办事处,押注其可成为通往该地区的门户,尽管当前存在波动,但该地区将继续产生超出其国内投资能力的财富。
New Mountain Capital, which manages $60 billion, opened an office in Abu Dhabi earlier this month as a bet it can be a gateway to a region that will continue to generate more wealth than it can invest domestically, despite the current volatility.
“纽山资本在开展业务时始终秉持长期视角,我们在当地设立机构的决定,体现了我们对海湾地区作为全球资本配置者日益增长的重要性的信念,以及我们致力于在未来多年服务该地区的承诺,”纽山资本总裁兼首席运营官亚当·韦恩斯坦在向《塞马弗》发表的声明中表示。
“We approach our business with a long-term perspective at New Mountain, and our decision to establish a local presence reflects our conviction in the Gulf’s growing importance as a global capital allocator and our commitment to serving the region for years to come,” Adam Weinstein, President and COO said in a statement to Semafor.
阿布扎比——自诩为“资本之都”——利用其财富吸引外国投资者来到该酋长国,与全球公司合作开展国内及国际交易。穆巴达拉今年已成为全球最活跃的主权财富基金。
Abu Dhabi — which fashions itself as the “capital of capital” — uses its wealth to attract foreign investors to the emirate, partnering with global firms on domestic deals and international ones. Mubadala has become the world’s most active sovereign wealth fund this year.

“尽管存在冲突,阿布扎比的吸引力依然存在,”研究机构泰利默新兴市场股票及地缘政治战略总监哈斯奈恩·马利克表示。该酋长国为公司提供“与主权投资者的地理接近性、免税司法管辖区、监管框架、时区以及航空运输连通性,按重要性递减排序。”该地区其他城市在吸引首次入场者方面成功较少。今年仅有两家公司宣布计划在利雅得开设其首个海湾办事处,尽管其中一家是新加坡主权基金淡马锡,该基金管理资产5180亿美元,并表示将同时在阿布扎比开设办事处。
“Abu Dhabi’s attraction endures” despite the conflict, said Hasnain Malik, managing director for Emerging Market Equity & Geopolitical Strategy at research group Tellimer. The emirate offers firms “proximity to sovereign investors, tax free jurisdiction, regulatory framework, time zone, and air transport connectivity, in order of descending importance.”Other cities in the region have had less success attracting first time entrants this year. Just two firms announced plans to open their first Gulf offices in Riyadh, although one of those was the $518 billion Singapore sovereign fund Temasek, which said it would open in Abu Dhabi at the same time.
近年来,利雅得吸引了全球金融界的大牌来到该王国,但其中大多数此前已在该地区其他地方设有运营。只有硅谷公司激活资本一家表示,将作为与卡塔尔投资局达成协议的一部分,在多哈设立区域运营。该公司押注,可以利用多哈作为枢纽,在全球南方地区寻找投资机会。
Riyadh has attracted the biggest names in global finance to the kingdom in recent years, but most of them already had operations elsewhere in the region first. Only one firm, Silicon Valley-based Activate Capital, has said it will set up regional operations in Doha as part of an agreement with the Qatar Investment Authority. The firm is betting that it can use Doha as a hub for scouting investment opportunities across the Global South.
这表明了另一种趋势——海湾地区越来越成为金融公司寻找新市场、以推动更广泛地区增长的地点。这也是吸引管理着3.3万亿美元资产的资本集团今年在阿布扎比开设办事处的原因之一。
That is indicative of another trend — the Gulf has increasingly become a location for finance firms looking for new markets to drive growth across the wider region. That’s part of what lured Capital Group, which manages $3.3 trillion, to open in Abu Dhabi this year.
资本集团阿布扎比办事处负责人兼欧洲和亚洲机构业务负责人本诺·克林根贝格-蒂姆表示:“在阿布扎比设立办事处是我们加速全球增长长期战略的重要一步。当前的地缘政治环境不会改变这一长期承诺。”值得注意的是,主权财富基金追踪机构GlobalSWF表示,中东因伊朗战争面临重大挑战,但其金融体系仍在持续运转,阿布扎比已发展成为全球金融重镇。
“Establishing a presence in Abu Dhabi is an important step in our long-term strategy to accelerate growth globally,” said Benno Klingenberg-Timm, Head of Abu Dhabi Office and Head of Institutional for Europe and Asia, Capital Group. “The current geopolitical environment does not change that long-term commitment.”Notable The Middle East has faced significant challenges from the Iran war, but its financial systems have continued to operate and Abu Dhabi has evolved into a global financial powerhouse, according to sovereign wealth tracker GlobalSWF.
据彭博社报道,迪拜金融中心仍对其增长潜力持乐观态度,已启动一个耗资14亿美元的新区建设。
Still optimistic about its growth potential, Dubai’s financial center started work on a $1.4 billion new district, Bloomberg reported.