Product Innovation and Customer Targeting in Wealth Management, Q4 2007

Table of Contents

• THE ROUNDUP
  • Product Innovation
  • Customer Targeting
• THE DEVELOPMENTS
  • ANZ
    • ANZ launches Climate Change Investment Trust - (innovation) Nov 07
  • Bank of America
    • Bank of America ad campaign focuses on Individual Retirement Accounts (targeting) - Nov 07
    • Bank of America introduces unified managed account for HNW clients (innovation) - Oct 07
  • Citigroup
    • Citibank Malaysia launches Citigold Global Access - (innovation) Oct 07
    • Citibank introduces RMB global mutual funds in China - (innovation, targeting) Oct 07
    • Citibank Pakistan launches mutual fund range - (innovation) Nov 07
    • Citibank Italy launches investment product - (innovation) Nov 07
    • Citi and Saxo Bank to offer foreign exchange trading platform - (innovation) Nov 07
  • Credit Suisse
    • Credit Suisse launches emerging markets trust - (innovation) Oct 07
    • Credit Suisse and AlphaSimplex establish 130/30 index - (innovation) Oct 07
    • Credit Suisse launches AllHedge index - (innovation) Nov 07
  • Deutsche Bank
    • Deutsche Bank trading platform launches Middle East offering - (innovation, targeting) Oct 07
    • Deutsche Bank to launch ETFs on short iTraxx - (innovation) Nov 07
  • Hang Seng
    • Hang Seng launches first Islamic Fund in Hong Kong - (innovation) Nov 07
  • Julius Baer
    • Natural Resources fund launched by Julius Baer - (innovation) Oct 07
  • Morgan Stanley
    • Morgan Stanley expands unified managed account solution - (innovation, targeting) Oct 2007
    • Morgan Stanley announces Asia-dedicated PE fund - (innovation) Oct 07
    • Morgan Stanley launches Asia Protected Growth Plan - (innovation) Oct 2007
    • MSCI Barra announces Frontier Markets and Asia Apex 50 Indices - (innovation) Nov 2007
  • Pictet & Cie
    • Pictet Funds launches PF(Lux)-Absolute Return Global Conservative fund - (innovation) Nov 2007
  • Sal. Oppenheim
    • Equity strategy hedge fund launched by Sal. Oppenheim - (innovation) Nov 07
  • Sarasin
    • Deutsche Börse and Bank Sarasin launch sustainability indices - (innovation) Oct 07
    • Sarasin launches the new index ' Sarasin European Solar Power' - (innovation) Oct 07
  • Société Générale
    • SGAM launches SGAM Invest Bonds Recovery 2007 - (innovation) Oct 07
    • Société Générale launches fund-linked retail notes in Singapore - (innovation) Oct 07
    • Société Générale Index launches SGI Bond, a range of indices reflecting the AAA Bond Market (innovation) - Oct 07
  • United Overseas Bank (UOB)
    • United Overseas Bank offers the United Asia Active Allocation Fund (innovation) - Oct 07
  • Vontobel
    • Vontobel launches pioneers Exchange Traded Structured Funds (ETSFs) (innovation) - Nov 07
  • Westpac
    • Westpac and BT launch superannuation offer (innovation) - Oct 07
    • Westpac launches second Guaranteed Portfolio Service (innovation) - Nov 07
• APPENDIX
  • Methodology
  • Further reading
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer