Abstract
Overview
Introduction
This report looks at organizational scale in the private wealth management
market. It examines the forces behind the emergence of large scale
international private banks and compares and contrasts the strategic
development of five of the world' s largest players. It profiles the key
players and discusses their current strategies and progress.
Scope
- Organizational scale in the private wealth management market, covering the
major European and US wealth management firms.
- Key financial performance indicators of the top five wealth managers over
the last three years.
- Strategic opportunities for wealth managers in an economic downturn.
Report Highlights
This year has brought significant changes so the wealth management landscape
with several of the largest players in 2007 ether combining forces this year,
or dropping out of the ranking altogether. Major players have also not been
able to escape the economic turbulence that has engulfed 2008.
One of the most profound recent changes to the industry has been the
completion of the purchase of Merrill Lynch by Bank of America. One of the
real jewels in Merrill Lynch' s crown is its wealth management business, with
an enviable track record in terms of consistency, profitability and
internationalization.
Strategic opportunities for wealth managers in challenging times include a
better quality of service to aid customer retention. Increasing share of
wallet opportunities will enhance the institution' s market position in a
downturn, while customer acquisition opportunities in a downturn need to
revolve around boosting the company profile.
Reasons to Purchase
- Quantitatively assess your performance through 2008 against the world' s
largest wealth managers.
- Understand the strategic development of the five largest super league
players.
- Gain insight into strategic opportunities for wealth managers in
challenging times.
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