Abstract
Overview
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
Table of Contents
- Overview
- Catalyst
- Summary
- Table of Contents
- The Roundup
- Mergers and acquisitions, partnerships, organic growth and staffing
- M&A
- Organic Growth
- Staffing
- Product innovation and customer targeting
- Product innovation
- Customer targeting
- Mergers and acquisitions, partnerships, organic growth and staffing
- M&A, Partnerships, organic growth and staffing: The developments
- Bank of New York Mellon
- UK: BNY Mellon Wealth Management appoints Rupert Phelps to London Family Office role (Staffing) - January 2008
- Barclays
- UK: Barclays Wealth makes private banker appointment in UK (Staffing) - January 2008
- Bessemer Trust (whole business)
- US: Bessemer Trust appoint new senior staff to its Boston office (Staffing) - January 2008
- BNP Paribas
- Hong Kong: BNP Paribas appoints Asia (Ex-Japan) CEO (Staffing) - January 2008
- UK: BNP Paribas names head of European equity derivatives flow sales (Staffing) - January 2008
- Citigroup
- US: Citibank opens new wealth management financial center in Boston (Organic growth) - January 2008
- Commerzbank
- Nigeria: Commerzbank opens wealth management representative office in Lagos (Organic growth) - January 2008
- Credit Suisse
- India: Credit Suisse granted Portfolio Management Scheme License in India (Organic Growth) - January 2008
- Switzerland: Credit Suisse promote a new regional head for Fribourg office (Staffing) - January 2008
- Deutsche Bank
- US: Deutsche Bank announces private bank hires for the US Private Bank on the west coast (Staffing) - January 2008
- US: Deutsche Bank names new head of advisory solutions for the New York office (Staffing) - January 2008
- US: Deutsche Bank adds staff in US West Coast operation (Staffing) - January 2008
- KBC
- France: KBC forms agreement to acquire Paris-based Richelieu Finance (M&A) - January 2008
- Merrill Lynch
- Russia: Merrill Lynch opens new office in Moscow (Organic growth) - January 2008
- Morgan Stanley
- Spain: Morgan Stanley to sell Spanish wealth management business to La Caixa to focus on UHNW segment (Divestment) - January 2008
- EXTRA COMPANIES
- UK: Standard Life Enters Discretionary Investment Management Market (Organic growth) - January 2008
- Bank of New York Mellon
- Product innovation and customer targeting: the developments
- Citigroup
- UK: Citibank targets expatriates by expanding its fund manager offering (Customer Targeting) - January 2008
- Julius Baer
- Switzerland: Julius Baer opens a branch in Verbier to target holidaying clients (Customer targeting) - January 2008
- RBC Financial Group
- Global/Canada: RBC Asset Management launches RBC O' Shaughnessy US Growth Fund II (Product innovation) - January 2008
- Wachovia
- US: Wachovia Wealth Management targets attorneys in California (Customer targeting) - January 2008
- Westpac
- Australia: Westpac targets less affluent customers with financial planning services (Customer targeting) - January 2008
- Citigroup
- APPENDIX
- Methodology
- Index of strategies by company
- Bank of New York Mellon
- Barclays
- Bessemer Trust
- BNP Paribas
- Citigroup
- Commerzbank
- Credit Suisse
- Deutsche Bank
- Julius Baer
- KBC
- Merrill Lynch
- Morgan Stanley
- RBC Financial Group
- Wachovia
- Westpac
- Index of strategies by geography
- Western Europe
- France
- Spain
- UK
- Central and Eastern Europe
- Russia
- North America
- US
- Africa
- Asia
- Australia
- India
- Western Europe
- Index of strategies by trend
- M&A
- Organic Growth
- Product innovation
- Customer targeting
- Staffing
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
