[Report] Wealth Management Competitor Market Research, Trends, Analysis TOC

Overview
- Catalyst
- Summary
Table of Contents
The Roundup
- M&A, partnerships, organic growth and staffing
  - M&A activity supported expansionary aims, mainly inthe US and Asia-Pacific markets
  - Wealth appointments continued to be concentrated in the USmarket, with limited activity noted in European and emerging markets
- Product innovation and customer targeting
  - Product innovation was driven by capital protectedinvestments and indices
  - Wealth managers in Europe and the US focused on specificwealthy customer segments
M&A, Partnerships, organic growth and staffing: Thedevelopments
- ANZ
  - Australia: ANZ opens private banking branch in Canberra(Organic Growth) - March 2008
- Banca del Gottardo
  - Switzerland: Banca del Gottardo acquired by BSI (M&A)- March 2008
- Bank of America
  - US: Bank of America announes leadership changes in premierbanking annd investments (Staffing) - March 2008
- Barclays
  - Russia: Barclays to acquire Russian bank Expobank(M&A) - March 2008
- Bessemer Trust (whole business)
  - US: Bessemer Trust appoints head of Latin American andinternational business development (Staffing) - March 2008
- Citigroup
  - China: Citibank China opens new Beijing headquarters(Organic Growth) - March 2008
- DBS
  - India: DBS expands operations in India (Organic Growth) -March 2008
  - Vietnam: DBS receives approval for Vietnam office (OrganicGrowth) - March 2008
- Deutsche Bank
  - China: Deutsche Bank increases equity stake in Hua XiaBank (M&A) - March 2008
  - US: Deutsche Bank names managing director and clientadvisor in Boston (Staffing) - March 2008
- HSBC
  - China: HSBC China launches private banking business(Organic Growth) - March 2008
  - Taiwan: HSBC completes acquisition of the Chinese Bank inTaiwan (M&A) - March 2008
  - Vietnam: HSBC one of the first to incorporate in Vietnam (OrganciGrowth) - March 2008
  - UK: HSBC Private Bank appoints new chief executive(Staffing) - March 2008
- JPMorgan Chase
  - US: JPMorgan Chase purchases Bear Stearns (M&A) -March 2008
- Mellon Financial Corp.
  - US: The Bank of New York Mellon to sell Mellon BusinessBank and focus more on wealth management (Divestment) - March 2008
  - US: The Bank of New York Mellon to add wealth managementpositions in Pittsburgh (Staffing) - March 2008
- Northern Trust
  - US: Northern trust appoints president of globalinvestments (Staffing) - March 2008
- PNC
  - US: PNC completes conversion of Yardville National Bank(M&A) - March 2008
  - US: PNC completes the sale of Hillards Lyons (Divestment)- March 2008
- RBC Financial Group
  - US: RBC Dain Rauscher to become RBC Wealth Management(Re-branding) - March 2008
- SEB
  - India: SEB opens representative office in New Delhi, India(Organic Growth) - March 2008
- Standard Chartered
  - Vietnam: Standard Chartered receives approval toincorporate in Vietnam (Organic Growth) - March 2008
- UBS
  - US: UBS opens private wealth management office in Houston,Texas (Organic Growth) - March 2008
  - Switzerland: UBS makes staff proposal to Board ofDirectors (Staffing) - March 2008
Product innovation and customer targeting: thedevelopments
- Citigroup
  - India: Citibank launches Citigold Select for high networth clients (Customer targeting) - March 2008
- Deutsche Bank
  - Hong Kong: Deutsche Bank targets entrepreneurs andbusiness leaders through the hire of six senior Hong Kong private bankers(Customer targeting) - March 2008
- RBC Financial Group
  - Canada: Royal Bank of Canada launches Canada' s first VisaInfinite card (Product innovation) - March 2008
- Sarasin
  - Switzerland : Sarasin introduces Sustainable WaterFund (Product innovation) - March 2008
- Société Générale
  - France : Société Générale launches SGI-orbeoCarbon Credit Index (Product innovation) - March 2008
- St George
  - Australia: St George increases deposit rates for Pensioneraccount (Customer targeting) - March 2008
- UBS
  - Switzerland: UBS launches CMCI Food Index (Productinnovation) - March 2008
- Vontobel
  - Switzerland: Vontobel launches Exchange Traded StructuredFunds with conditional or full capital protection (Product innovation) -March 2008
Other companies:
- Legal & General
  - UK: Legal & General launches international index trust(Product innovation) - March 2008
APPENDIX
- Methodology
- Index of strategies by company
  - ANZ
  - Banca del Gottardo
  - Bank of America
  - Bank of New York Mellon
  - Barclays
  - Bessemer Trust
  - BNP Paribas
  - Citigroup
  - Commerzbank
  - Credit Suisse
  - DBS
  - Deutsche Bank
  - HSBC
  - JP Morgan Chase
  - Julius Baer
  - KBC
  - Merrill Lynch
  - Morgan Stanley
  - Northern Trust
  - PNC
  - RBC Financial Group
  - Sarasin
  - Schroders
  - SEB
  - SociÃ©t・ Générale
  - St George
  - Standard Chartered
  - UBS
  - Unicredit
  - Vontobel
  - Wachovia
  - Westpac
- Index of strategies by geography
  - Western Europe
  - France
  - Germany
  - Spain
  - UK
  - Russia
  - North America
  - US
  - Africa
  - Middle East
  - Asia
  - Australia
  - India
  - China
- Index of strategies by trend
  - M&A
  - Partnerships
  - Organic Growth
  - Staffing
  - Product innovation
  - Property investment
  - Ethical investments
  - Exchange traded funds
  - Customer targeting
  - Entrepreneurs
  - Mass Affluent
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer

Wealth Management Competitor Tracker, March 2008

Table of Contents