Wealth Management Competitor Tracker, February 2009
Datamonitor
April 22, 2009 286 Pages - SKU: DFMN2230721
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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 February
- There were some notable developments within the wealth management industry during February
- RBC's takeover of Mourant Private Wealth closed
- Hang Seng completes Yantai City Commercial Bank deal in mainland China
- Barclays completes acquisition of Akita
- Deutsche Bank and Deutsche Post close Postbank transaction
- In February, activity in the wealth management market declined
- There were a total of 17 competitor developments in February
- Staffing continued to account for the majority of developments in the month
- Wealth management activity was fairly evenly spread over the major regions around the world
- Product innovation and customer targeting
- Citigroup
- Citibank launches income generating products at investors
- M&A, Partnerships and Organic Growth
- Barclays
- Barclays completes acquisition of Akita
- Citigroup
- Citibank opens new banking centre in Godollo, Hungary
- Deutsche Bank
- Deutsche Bank and Deutsche Post close Postbank transaction
- HSBC
- Hang Seng completes Yantai City Commercial Bank deal in mainland China
- RBC
- RBC's takeover of Mourant Private Wealth closed
- Standard Chartered
- Standard Chartered completes acquisition of Cazenove Asia Limited
- Société Générale
- SG Private Banking creates a global centre for real estate offering
- Staffing
- ABN AMRO
- Appointment of ABN AMRO and Fortis Bank Nederland transition team
- ANZ
- ANZ appoints Asia Pacific strategy head
- Lee Hsien Yang joins ANZ board
- Barclays
- Sharad Nair joins Barclays Wealth as director
- Barclays Wealth hires Robert Lynch as head of credit structuring
- BBVA
- Eduardo Aguirre is appointed to the board of directors of BBVA Compass
- Bessemer Trust
- Holly Isdale is appointed managing director and deputy head of Family Wealth Advisory Services
- Northern Trust
- Northern Trust appoints two senior hires to its Personal Financial Services team
- UBS
- UBS appoints Oswald J. Grübel as Group Chief Executive Officer
- 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 market continued to decline in February
- Figure 2: Staffing and M&A developments represented most of the wealth activity in February
- Figure 3: Developments in Europe, Asia Pacific and North America were evenly split for the month
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