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Market Research Report

Wealth Management Competitor Tracker, December 2008

Published by Datamonitor Contact us : +1-860-674-8796
Published 2009/02 Content info  
Product code DC82295
Price From  US $ 2795 Order/Price list
US $ 2795 PDF by E-mail (Single User License)
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Description TOC

Table of Contents

  • Overview
    • Catalyst
    • Summary
    • Methodology
  • Table of Contents
  • Introduction
    • The Wealth Management Competitor Tracker provides both one month and 12 month views of developments
      • Each month, Datamonitor tracks the most relevant announcements from 57 competitors
      • Datamonitor' s Wealth Management Team provides analysis of the key developments at both the one month and 12 month level
      • A fully searchable database of the past 12 months of developments is also delivered alongside the report
  • Key Trends and Developments in December
    • There were some notable developments within the wealth management industry during December
      • Lloyds TBS receives government approval for the acquisition of HBOS
      • Merrill Lynch shareholders approve takeover by Bank of America
      • Wachovia shareholders approve Wells Fargo merger
      • PNC completes acquisition of National City
      • St.George Bank merges with Westpac Banking Corporation
      • Fortis Bank Nederland transfers shares in ABN AMRO holding company to Dutch state
      • Bank of America plans to reduce workforce
    • In December, activity in the wealth management market continued to increase
      • There were a total of 30 competitor developments in December
      • M&A activity accounted for the majority of developments in December
      • Europe was the busiest region for wealth management activity in December
  • Product innovation and customer targeting
    • Sarasin
      • Bank Sarasin creates new trading and family offices division
  • M&A, Partnerships and Organic Growth
    • ANZ
      • ANZ continues its expansion in Indonesia
    • Citigroup
      • Citibank opens branch in Ufa, Russia
      • Citi enters into an agreement to sell NikkoCiti Trust and Banking Corporation
      • Citibank expands local operations in Hungary and Slovakia
    • Commerzbank
      • Supervisory board of Commerzbank agrees to speed up takeover of Dresdner Bank
    • Deutsche Bank
      • Deutsche Bank' s alternative investment business completes acquisition of Rosen Real Estate Securities
    • Fortis
      • Fortis Bank Nederland transfers shares in ABN AMRO holding company to Dutch state
    • Intesa Sanpaolo
      • Intesa Sanpaolo sells its stake in Centrale Dei Bilanci
    • Julius Baer
      • Julius Baer opens branch in St. Moritz, Switzerland
    • Lloyds TSB
      • Lloyds TBS receives government approval for the acquisition of HBOS
    • Merrill Lynch
      • Merrill Lynch shareholders approve takeover by Bank of America
    • Monte Paschi di Sienna (MPS)
      • Banca Antonveneta commences operations in Italy
    • Morgan Stanley
      • Morgan Stanley and Citi enter into a joint venture
    • Nordea Bank
      • Nordea to acquire the remaining JSB Orgresbank shares
    • Northern Trust
      • Northern Trust announces new expansion plans for Australia
    • OCBC
      • OCBC Al-Amin starts operations with a new branch in Petaling Jaya, Malaysia
    • PNC
      • PNC completes acquisition of National City
    • RBC
      • RBC to acquire Mourant Private Wealth
    • UBS
      • UBS announces sale of its Bank of China stake
    • UniCredit Group
      • UniCredit Group sells B&C profit participation rights to B&C Holding
    • Wachovia
      • Wachovia shareholders approve Wells Fargo merger
    • Westpac Banking Group (WBC)
      • St.George Bank merges with Westpac Banking Corporation
  • Staffing
    • Bank of America
      • Bank of America announces key leadership positions
      • Bank of America plans to reduce workforce
    • KBC
      • Appointment to the executive committee of CBC Banque
    • National Australia Bank
      • Integration of CEO roles across the group and the Australian region
    • Société Générale
      • Appointment of Xavier Denis as economist and strategist at SG private banking
      • Société Générale private banking strengthens its teams
    • Westpac Banking Group (WBC)
      • Westpac New Zealand appoint new chief executive
  • Appendix
    • Methodology
    • Further reading
    • Ask the analyst
    • Datamonitor consulting
    • Disclaimer
  • List of Tables
    • Table 1: The 57 companies covered by Datamonitor' s Wealth Management Competitor Tracker
  • List of Figures
    • Figure 1: Activity in the wealth market continued to climb in December
    • Figure 2: M&A related activity dominated the wealth market in December
    • Figure 3: The majority of wealth developments occurred in Europe during December
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