财富管理竞争动向：2008年4月

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.

Table of Contents

• Overview
  • Catalyst
  • Summary
• Table of Contents
• The Roundup
  • M&A, partnerships, organic growth and staffing
    • M&A
    • Partnerships
    • Organic growth
    • Staffing
  • Product innovation and customer targeting
    • Product innovation
    • Customer targeting
• M&A, Partnerships, organic growth and staffing: Thedevelopments
  • Bank of America
    • US: Bank of America announces new global wealth andinvestment management marketing head (Staffing) - April 2008
    • US: Bank of America appoints new premier banking andinvestments executive (Staffing) - April 2008
  • Barclays
    • UK: Barclays Wealth announces new head of operations tobuild business in north-eastern Scotland (Staffing) - April 2008
    • UK: Barclays Wealth appoints head to expand internationalprivate banking business (Staffing) - April 2008
  • Citibank
    • Russia: Citibank inaugurates branch in Volgograd, Russia(Organic growth) - April 2008
    • US: Citibank opens financial centers in five US locations(Organic growth) - April 2008
  • Credit Suisse
    • Italy: Credit Suisse opens new branch in Parma (Organicgrowth) - April 2008
    • Australia: Credit Suisse strengthens Australiancapabilities through acquisition of corporate advisor Hindal (M&A) -April 2008
    • Hong Kong: Credit Suisse appoints head of private bankingresearch, Asia-Pacific (Staffing) - April 2008
    • US: Goldman Sachs team of relationship managers moves toCredit Suisse Private Banking (Staffing) - April 2008
  • Fortis
    • Belgium: Fortis Private Banking announces futuremanagement structure (Staffing) - April 2008
  • Hang Seng
    • China: Hang Seng China relocates Shenzhen branch to largerpremises (Organic growth) - April 2008
  • HSBC
    • UK: HSBC launches new private banking business in Ireland(Organic growth) - April 2008
    • Korea: HSBC extends deadline for Korea Exchange Bankacquisition (M&A) - April 2008
  • Mellon Financial Corp.
    • UK: BNY Mellon makes staffing additions to internationalsecurities lending team (Staffing) - April 2008
  • Morgan Stanley
    • Asia: Morgan Stanley' s promotion signals buildup of PWMbusiness in Asia, including India (Staffing) - April 2008
  • Northern Trust
    • UAE: Northern Trust opens representative office in AbuDhabi (Organic growth) - April 2008
    • Australia: Northern Trust announces new managing directorfor Australian office (Staffing) - April 2008
    • US: Northern Trust adds investment strategist to emergingmanagers team (Staffing) - April 2008
    • Canada: Northern Trust makes senior appointments in Canada(Staffing) - April 2008
  • Royal Bank of Canada
    • Chile: RBC opens high net worth advisory office inSantiago, Chile (Organic growth) - April 2008
  • Sal Oppenheim
    • Poland: Sal. Oppenheim opens Polish representative office(Organic growth) - April 2008
  • Sarasin
    • Spain: Sarasin establishes private banking subsidiary with Alén Gestión Patrimonial (Partnership) - April 2008
  • Société Générale
    • Italy: Société Générale completes acquisition ofCapitalia business from UniCredit (M&A) - April 2008
    • Japan: SG Private Banking launches Osaka wealth managementoffice (Organic growth) - April 2008
    • UK: SG Private Banking creates wealth planning andfiduciary services office in London (Organic growth) - April 2008
    • Luxemburg: SG appointments head of fund distributionservices (Staffing) - April 2008
  • UBS
    • Taiwan: UBS expands its wealth management services inTaiwan (Organic growth) - April 2008
  • Vontobel
    • Dubai: Vontobel establishes a subsidiary in Dubai (Organicgrowth) - April 2008
    • Spain: Vontobel opens a branch in Madrid (Organic growth)- April 2008
  • Other companies:
    • Australia: Aviva Australia acquires stake in AG PrivateAdvisory (M&A) - April 2008
• Product innovation and customer targeting: thedevelopments
  • AMP
    • Australia: AMP to introduce SMA via Hillross entity(Product innovation) - April 2008
  • Bank of America
    • US: Columbia Management integrates Excelsior funds(Product innovation) - April 2008
  • Crédit Agricole
    • France:Crédit Agricole targets high net worth clientswith tax friendly funds (Customer targeting) - April 2008
  • HBOS
    • UK: HBOS launches Halifax International targeted atBritish expatriates (Customer targeting) - April 2008
  • Other companies
    • France: Aviva Puissance launched at high net worthindividuals in France (Customer targeting) - April 2008
• APPENDIX
  • Methodology
  • Further reading
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer