Abstract
Overview
Introduction
This tracker covers product launches and service developments as well as
marketing and product/service promotions aimed at specific customer segments,
such as ultra high net worths, NRIs, expats, retirees, entrepreneurs, women,
etc.
Scope
- Extensive research is conducted on the activities of 50 providers of
wealth management services, globally;
- The developments are analyzed to identify the key global trends in product
development and customer targeting.
Report Highlights
Product development initiatives reported during the quarter focused heavily on
alternative investments and indices, with some activity also related to the
development of mutual funds and wealth managers' portfolio management
capability.
Among alternative asset classes, several wealth managers focused on developing
their capital protected and structured product ranges.
Customer targeting efforts during the quarter focused on building HNW client
bases by offering enhanced unified managed accounts (Bank of America and
Morgan Stanley) and integrated services (Citibank Malysia' s Citigold Global
Access, offering a range of preferential and free services).
Reasons to Purchase
- Keep up to date with product innovations and learn from the developments
made by your competitors;
- Gain insight into product development in the global market.
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