Wealth Management Competitor Tracker, October 2009

Date: November 1, 2009
Pages: 18
Price:
US$ 2,795.00
Publisher: Datamonitor
Report type: Company Report
Delivery: E-mail Delivery (PDF)
ID: W6463B6ED68EN
Leaflet:

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Wealth Management Competitor Tracker, October 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 October
There were a few notable developments within the wealth management industry during October
Commerzbank concludes sale of Swiss subsidiary
Commerzbank disposes Dresdner Van Moer Courtens and the Belgian branch of Commerzbank
In October, activity in the wealth management market fell slightly
There were a total of 20 competitor developments in October
Since the start of the year, staffing changes have been the leading category for wealth management activity
European and North American countries saw the largest shares of wealth management activity
Product Innovation and Customer Targeting
Bank of America
Bank of America re-launches the Merrill Lynch Wealth Management Brand
Barclays Wealth
Barclays launches BARXdirect for sophisticated investors
Citibank
Citibank announces introduction of fee-only investment advisory services
Credit Suisse
Credit Suisse introduces euro-based FX Fund for affluent clients
M&A, Partnerships and Organic Growth

ABN AMRO

ABN AMRO demerger documentation filed with the Amsterdam chamber of commerce
Bank of America
Bank of America plans to sell First Republic Bank
Barclays Wealth
Barclays Wealth expands its presence in the US
Commerzbank
Commerzbank concludes sale of Swiss subsidiary
Commerzbank disposes Dresdner Van Moer Courtens and the Belgian branch of Commerzbank
Citibank
Citigold partners with Samsung Malaysia to reach out to the affluent segment
Goldman Sachs
Goldman Sachs launches onshore private wealth management platform in Brazil
Staffing

ANZ

ANZ appoints Phillips Chronican as CEO of Australia
Bank of America
Bank of America appoints Andrew M. Sieg as managing director and the head of global wealth
Barclays
Oliver Gregson appointed as head of investment advisory at Barclays
Barclays Wealth appoints director in Bangalore
Bessemer Trust
Bessemer Trust appoints Michael A. Marquez as managing director
Deutsche Bank
Martin Bartyzal to be appointed as chief country officer for Czech Republic at Deutsche Bank
Credit Suisse
Fran?ois Roussely appointed as vice chairman of Credit Suisse in Europe
Credit Agricole
Appointment of deputy CEO at Banque de Gestion Priv?e Indosuez

UBS

UBS appoints Robert J. McCann as CEO, Wealth Management Americas & Member of UBS group executive board
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 declined slightly in October
Figure 2: The majority of developments for the month were from the staffing and M&A categories
Figure 3: Wealth management activity in North America notably increased for the month
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: November 2010 US$ 2,795.00 Jan, 2011 · 30 pages
Wealth Management Competitor Tracker: December 2010 US$ 2,795.00 Jan, 2011 · 24 pages

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Wealth Management Competitor Tracker, October 2009
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