Wealth Management Competitor Tracker, April 2009
Datamonitor
June 2, 2009 264 Pages - SKU: DFMN2280562
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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.
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- 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 April
- There were a few notable developments within the wealth management industry during April
- UBS sells its Brazilian operation UBS Pactual, the third asset sale since December 2008
- Several wealth managers strengthened their teams over the month
- In April, activity in the wealth management market picked up
- There were a total of 24 competitor developments in April
- Staffing continued to account for the majority of developments in the month
- Wealth managers were most active in European markets
- Product innovation and customer targeting
- BNP Paribas
- Cardif Asset Management to become CamGestion
- Deutsche Bank
- Deutsche Bank to serve its private clients in Switzerland under its own brand
- Mellon Financial Corp
- Pershing launches RIA Complete
- OCBC Bank
- OCBC Al-Amin offers Sharia-compliant cash management solutions
- M&A, Partnerships and Organic Growth
- BNP Paribas
- BNP Paribas ties up with Geojit
- Citigroup
- Citibank opens a new branch in Moscow
- Credit Suisse
- Credit Suisse opens a new branch in Taipei, Taiwan
- UBS
- UBS sells its Brazilian operation, UBS Pactual
- Staffing
- ANZ
- Management restructuring at ANZ
- Barclays
- Barclays Wealth appoints head of philanthropy
- Barclays Wealth strengthens Wealth Advisory arm with two senior appointments
- Citigroup
- Citi appoints Mike Corbat as CEO of Citi Holdings
- Citi appoints Eric Aboaf as treasurer
- Citi appoints Deborah Doyle McWhinney as head of Citi Personal Wealth Management
- Crédit Agricole
- Alessandra Gaudio appointed as CEO and chief investment officer at Gestion Privée Indosuez
- Banque de Gestion Privée Indosuez appoints Bruno Darcet to head of client services
- Credit Suisse
- Credit Suisse appoints Lim Eng Guan as managing director and market leader
- Deutsche Bank
- Deutsche Bank appoints Mounir Husseini as chief country officer for the UAE and general manager of its branch at the Dubai International Financial Centre
- HSBC
- HSBC appoints Destine Bailey to manage its new branch
- Julius Baer
- Boris Collardi appointed as the new CEO of Bank Julius Baer
- Morgan Stanley
- Irl Solomon joins Morgan Stanley Private Wealth Management
- Northern Trust
- Northern Trust appoints new head of investment risk and analytical services for Asia Pacific region
- Northern Trust appoints Revel Wood as head of client service and business development
- UBS
- UBS appoints Ulrich Körner group COO and CEO of Corporate Center
- Wells Fargo
- Wells Fargo Wealth Management Group appoints six regional managing directors
- 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 increased in April
- Figure 2: Staffing changes continued to be the most dominate category for wealth activity in April
- Figure 3: European markets saw the majority of wealth management developments for the month
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