Abstract
Overview
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. There is also a special focus on the
important emerging markets: China, India, CEE and the Middle East.
Scope
- Extensive research is conducted on the activities of 50 providers of
wealth management products, globally.
- The developments are analyzed to identify the key global trends in product
development and customer targeting.
Report Highlights
M&A activity during the quarter saw major Western players continue their
expansion into emerging markets; however significant activity in mature
markets has also been noted. In the opposite direction, divestment activity
during the quarter was aimed at either focusing on core assets / core business
or facilitating partnerships and mergers.
This quarter' s review of partnerships highlights alliances which have: (a)
facilitated market entry in North African and Asian markets; and (b) enabled
established providers operating in European markets to focus on their core
capabilities.
During the quarter, organic growth initiatives were focused on Asia, with
other developments in a few European markets. Several providers also focused
on restructuring their operations along geographic or functional lines while
at least one bank pursued an integration of its global private banking
operations.
Reasons to Purchase
- Understand and gain insight into product development in the global market.
- Keep up to date with product innovations and learn from the developments
made by your competitors.
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