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[Report]

Wealth Management Competitor Tracker, March 2008

Published: 2008/05

Contact 24 hrs/day
Description

Table of Contents

  • 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
      • Sociét・ 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
Description

[Report]
Wealth Management Competitor Tracker, March 2008
Published: 2008/05
Published by : Datamonitor Datamonitor

Price:
US $ 2,795.00 PDF by E-mail (Single User License)
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Product Code : DC66904
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