Abstract
Introduction
This tracker covers merger/acquisition activity globally in the wealth
management space. It also highlights the strategic partnerships, and expansion
(or contraction) of existing businesses.
Scope of this report
- The tracker covers the M&A and partnership activities of the largest
global and regional wealth management companies;
- It provides an update of each player' s activities in this area and a
roundup chapter which offers readers a summary of key trends in that quarter;
- The tracker is global in coverage, therefore encompassing market entry
strategies as well as domestic M&A activity.
Research and analysis highlights
During the final quarter of 2007, M&A activity supported expansionary aims,
primarily in Western and Eastern European markets. A number of wealth managers
also pursued acquisitions in order to develop or reinforce their competence in
non-core and operational areas.
Compared to the previous quarter, M&A activity in emerging markets was muted,
with only SEB and Merrill Lynch / TRUST making forays into Ukraine and Russia,
respectively.
Partnership activity during the quarter was limited to Europe and Japan while
market entry or expansion through organic growth initiatives favoured European
markets, with some activity also reported in the Middle East and Asia.
Key reasons to read this report
- Understand the competitor activity in your market and potential threats
and opportunities;
- Gain insight into your competitor' s strategic movements.
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