Wealth Management Competitor Tracker, November 2009

Date: December 1, 2009
Pages: 19
Price:
US$ 2,795.00
Publisher: Datamonitor
Report type: Company Report
Delivery: E-mail Delivery (PDF)
ID: WE230180F45EN
Leaflet:

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Wealth Management Competitor Tracker, November 2009
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 57 competitors
Datamonitor's Wealth Management Team provides analysis of the key developments at both the one month and 12 month level
A fully searchable database of the past 12 months of developments is also delivered alongside the report
Key Trends and Developments in November
There were a few notable developments within the wealth management industry during November
ANZ completes acquisition of RBS in Philippines
Commerzbank announces sale of Privatinvest Bank to Z?rcher Kantonalbank
Deutsche Bank prepares to acquire Sal. Oppenheim
In November, activity in the wealth management space was stable
There were a total of 20 competitor developments in November
Staffing changes has been the leading category over the year however M&A activity is expected to recovery in the near future
European countries saw the largest share of wealth management activity for the month
Product Innovation and Customer Targeting
Citibank
Citi Turkey offers Citigold Package to doctors
Sarasin
Sarasin Group launches a comprehensive Islamic wealth management offering
M&A, Partnerships and Organic Growth
ABN AMRO
Schroders partners with ABN AMRO to distribute its funds throughout the Netherlands
ANZ
ANZ completes acquisition of RBS in Philippines
Bank of America
Merrill Lynch Global Wealth Management partners with Bank of America on retirement solution
Commerzbank
Commerzbank announces sale of Privatinvest Bank to Z?rcher Kantonalbank
Deutsche Bank
Deutsche Bank prepares to acquire Sal. Oppenheim
Fortis
Fidelity International takes interest in Fortis
Sarasin
Bank Sarasin plans to acquire stake in NZB Holding
Soci?t? G?n?rale
Soci?t? G?n?rale Group opens a wealth management office in Bahrain
Vontobel
Vontobel concentrates on Swiss private clients
Staffing
Bank of America
Bank of America Merrill Lynch announces Tony Sciarrino as Orange County commercial banking executive
Barclays
Barclays Wealth appoints David Semaya as new head of UK & Ireland Private Bank
Citi
Citi Private Bank appoints new managing director and head of investments for North America
Credit Suisse
Credit Suisse appoints CEO in the Nordic region
Morgan Stanley
Morgan Stanley Private Wealth Management appoints investment professionals to expand in Latin America
Northern Trust
Northern Trust appoints managing director to lead regional wealth management services
Soci?t? G?n?rale
SG Private Banking strengthens its senior management team in the Middle East
UBS
UBS appoints Robert J. McCann as CEO of wealth management Americas
Vontobel
Vontobel Germany announces Frank Wieser as the managing director and the head of private banking
Appendix
Methodology
Further reading
Ask the analyst
Datamonitor consulting
Disclaimer

LIST OF TABLES

Table 1: The 57 companies covered by Datamonitor's Wealth Management Competitor Tracker

LIST OF FIGURES

Figure 1: Activity in the wealth management industry remained steady in November
Figure 2: The majority of developments for the month were from the staffing and M&A categories
Figure 3: Wealth management activity in Europe was particularly strong this month
Wealth Management Competitor Tracker: November 2010 US$ 2,795.00 Jan, 2011 · 30 pages
Wealth Management Competitor Tracker: December 2010 US$ 2,795.00 Jan, 2011 · 24 pages
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

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Wealth Management Competitor Tracker, November 2009
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