Wealth Management Competitor Tracker, June 2009
Datamonitor
July 30, 2009 19 Pages - SKU: DFMN2405249
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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.
Please note: this is delivered as a Zip file.
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- Overview
- Catalyst
- Summary
- Methodology
- 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 June
- There were a few notable developments within the wealth management industry during June
- Citi and Morgan Stanley launch Morgan Stanley Smith Barney joint venture
- Sarasin Group launches its operation in India as Sarasin-Alpen (India)
- In June, activity in the wealth management market declined
- There were a total of 18 competitor developments in June
- Staffing changes have accounted for the largest share of wealth developments since January 2009
- Wealth management activity was evenly split between the major financial regions in June
- Product innovation and customer targeting
- Credit Suisse
- Credit Suisse increases its offerings to clients in Qatar
- M&A, Partnerships and Organic Growth
- ABN AMRO
- ABN AMRO and RBS announce partner bank agreement for international transaction banking
- Citi
- Citi and Morgan Stanley launch Morgan Stanley Smith Barney joint venture
- Julius Baer
- Julius Baer announces the opening of Brig branch in Switzerland
- Sarasin
- Sarasin Group launches its operation in India as Sarasin-Alpen (India)
- Sarasin launches a new office in Berne
- Staffing
- Barclays
- Barclays Wealth announces additional appointments to the Isle of Man board
- Barclays Wealth appoints new global chief risk officer
- Bessemer Trust
- Bessemer Trust appoints David McNeel as the central US region head
- Bessemer Trust appoints Mark Lipson as head of the western US region
- Credit Suisse
- Tee Fong Seng appointed vice chairman of Private Banking Asia Pacific at Credit Suisse
- Credit Suisse expands wealth management team in India
- Deutsche Bank
- Deutsche Bank Private Wealth Management hires four members
- HSBC
- HSBC Private Bank appoints new global head of private wealth solutions
- Morgan Stanley
- Morgan Stanley Private Wealth Management hires team to expand coverage of Latin American markets
- Wayne Chrebet joins Morgan Stanley's as a financial advisor
- Société Générale
- Olivier Lecler appointed COO of Global Investment Management and Services
- UBS
- UBS appoints Chi-Won Yoon as chairman and CEO of Asia Pacific
- 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 was below the average in June
- Figure 2: Staffing continued to account for the majority of developments for the month
- Figure 3: Wealth management activity was evenly distributed between the major global regions
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