Wealth Management Competitor Tracker, March 2009
Datamonitor
May 29, 2009 264 Pages - SKU: DFMN2280595
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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 March
- There were some notable developments within the wealth management industry during March
- New terms governing the acquisition of Fortis's activities
- BMPS approves the merger-by-incorporation of Banca Toscana
- UBS Agrees to Sell 55 Branches to Stifel, Nicolaus & Company
- In March, activity in the wealth management market remained scarce
- There were a total of 17 competitor developments in March
- Staffing and M&A activity continued to account for the majority of developments in the month
- In March, wealth managers were fairly active in Europe followed by North America
- Product innovation and customer targeting
- Citigroup
- Citi offers OpenWealth for servicing the wealth management industry
- OCBC Bank
- OCBC Al-Amin offers Shariah-compliant unit trust products to Islamic investors
- RBC
- Ferris, Baker Watts to operate as RBC Wealth Management
- UBS
- UBS Launches Real-Time Transaction Cost Analysis in Europe
- M&A, Partnerships and Organic Growth
- BNP Paribas
- New terms governing the acquisition of Fortis's activities
- BMPS
- BMPS approves the merger-by-incorporation of Banca Toscana
- Northern Trust
- Western National Trust Company selects the TrustPortal solution for wealth management
- Sarasin
- Sarasin opens new representation in Warsaw
- UBS
- UBS Agrees to Sell 55 Branches to Stifel, Nicolaus & Company
- Staffing
- Bank of America
- Larry Schwartz joins Merrill Lynch Chicago as first vice president of investments
- Barclays
- Barclays Wealth appoints Greg Ellison as managing director
- Citigroup
- Citi announces senior management changes
- Credit Suisse
- Rolf Bögli becomes new head of Private Banking, Switzerland
- Deutsche Bank
- Four new members appointed to Deutsche Bank's management board
- Deutsche Securities appoints Naoki Kamiyama as chief equity strategist to its Global Markets Research team
- Deutsche Bank appoints a new chief country officer
- UBS
- UBS moves to a lean management structure in Switzerland
- 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: The wealth management industry continued to produce relatively little corporate activity in March
- Figure 2: Staffing changes were the most dominate category for wealth activity in March
- Figure 3: Europe witnessed the majority of wealth management developments for the month
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