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Coutts and Barclays case studies: Domestic expansion in wealth management

Published by: Datamonitor

Published: Nov. 30, 2005 - 16 Pages


Table of Contents


TABLE OF CONTENTS

ABOUT DATAMONITOR 2

WHAT IS THIS REPORT ABOUT? 3

INTRODUCTION 6

CASE STUDY 7

Coutts has looked to the provinces for clientele 7

2003 marked the turnaround in strategy… 7

…and the West Midlands was the first area to be expanded… 7

…followed by the North-West… 8

…then Cumbria in the North-East and Oxford in 2004 9

2005 has already seen growth in the South-East and North East 9

The fruits of expansion 9

And what about the future? 10

Barclays takes on the UK market 10

Organizational structure was a hindrance 10

The first move was to make an acquisition 11

Then came the restructure 12

CONCLUSIONS 14

RESEARCH METHODOLOGY 15

RELATED RESEARCH 16





Abstract

Regional expansion in domestic markets is a strategy that wealth management firms are employing in many markets around the globe. This report analyses the different means by which two financial institutions have gone about regional expansion - Coutts and Barclays.


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