Wealth Management Competitor Tracker, May 2010

Date: June 1, 2010
Pages: 20
Price:
US$ 2,795.00
Publisher: Datamonitor
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: W2310DBD48EEN
Leaflet:

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Wealth Management Competitor Tracker, May 2010
Introduction

This monthly tracker covers product innovation, customer targeting, M&A, partnerships, organic growth, and staffing activity globally in the wealth management space.

Reasons to Purchase

- Track the strategies announced by 50+ of your key competitors.

- Assess which geographies and strategic areas are seeing the most activity.
OVERVIEW

Catalyst
Summary
Methodology
Table of Contents
Introduction
The Wealth Management Competitor Tracker provides both one month and 12 month views of developments
Each month, Datamonitor tracks the most relevant announcements from 55 competitors
Datamonitor's Wealth Management Team provides analysis of the key developments at both one month and 12 month intervals
A fully searchable database of the past 12 months of developments is also delivered alongside the report
Key Trends and Developments in May
There were some notable developments within the wealth management industry during May
Hinduja Group acquires KBL European Private Bankers
Société Générale Private Banking partners with Komerční banka
In May, the wealth management market continued its spate of activity
There were a total of 28 competitor developments in May
M&A activities were predominant in the wealth market in May
Competitor activity remained strong in Europe and North America in May
Product Innovation and Customer Targeting
Bank of America
US Trust initiates an advertising campaign for affluent customers
Barclays
Barclays Wealth introduces new FTSE returns product
Barclays Wealth reissues Emerging Markets Optimiser
Barclays Wealth re-launches its Defined Returns Plan
Barclays Wealth reissues Super Tracker with two options
Morgan Stanley
Morgan Stanley organizes a conference for the lesbian, gay, bisexual and transgender (LGBT) community
National Australia Bank
MLC Insurance introduces an income protection insurance for affluent customers
M&A, Partnerships and Organic Growth
ABN Amro
ABN AMRO opens a new branch in New York to cover three time zones
Australia and New Zealand Bank
ANZ launches a new sub-branch in Japan
ANZ receives approval to establish Chongqing branch
Barclays
Barclays Wealth expands its presence in Italy
Banco Bilbao Vizcaya Argentaria
BBVA strengthens its presence in Uruguay with the purchase of Crédit Uruguay Banco
HSBC
HSBC opens a new branch in Virginia
JPMorgan Chase
Chase continues to expand in California
KBC
Hinduja Group acquires KBL European Private Bankers
Great Western Bank
Great Western Bank acquires 10 F&M Bank-Iowa branches
Sarasin
Bank Sarasin closes its Spanish subsidiary
Société Générale
Société Générale Private Banking partners with Komerční banka
Société Générale Private Banking opens regional centers outside Paris
UBS

UBS plans to acquire Link Investimentos
Staffing
Barclays
Barclays Wealth expands its team in Africa
Citigroup
Citigroup appoints Rudolf Hitsch
Deutsche Bank
Deutsche Bank announces appointments within its North Asia wealth planning team

HSBC

HSBC expands premier business team in Washington
Mellon Financial Corporation
BNY Mellon appoints head of wealth management unit
Morgan Stanley
Morgan Stanley Private Wealth Management expands team for Latin American markets
Sal. Oppenheim
Sal. Oppenheim appoints Gregor Broschinski
Sarasin
Sarasin appoints new head of Geneva branch
Appendix
Methodology
Further reading
Ask the analyst
Datamonitor consulting
Disclaimer

LIST OF TABLES

Table 1: The 55 companies covered by Datamonitor's Wealth Management Competitor Tracker

LIST OF FIGURES

Figure 1: Wealth management activities picked up in April
Figure 2: The majority of the developments for the month were in M&A and staffing
Figure 3: Asia witnessed the majority of activity in April 2010
Wealth Management Competitor Tracker: September 2010 US$ 2,795.00 Oct, 2010 · 18 pages
Wealth Management Competitor Tracker: August 2010 US$ 1,295.00 Sep, 2010 · 15 pages
Wealth Management Competitor Tracker: October 2010 US$ 2,795.00 Nov, 2010 · 21 pages
Wealth Management Competitor Tracker: December 2010 US$ 2,795.00 Jan, 2011 · 24 pages
Wealth Management Competitor Tracker: January 2011 US$ 2,795.00 Mar, 2011 · 29 pages

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