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Wealth Management Competitor Tracker, April 2008

Published by: Datamonitor

Published: Jun. 6, 2008 - 6 Pages


Table of Contents


Overview
Catalyst
Summary
Table of Contents
The Roundup
M&A, partnerships, organic growth and staffing
M&A
Partnerships
Organic growth
Staffing
Product innovation and customer targeting
Product innovation
Customer targeting
M&A, Partnerships, organic growth and staffing: The developments
Bank of America
US: Bank of America announces new global wealth and investment management marketing head (Staffing) - April 2008
US: Bank of America appoints new premier banking and investments executive (Staffing) - April 2008
Barclays
UK: Barclays Wealth announces new head of operations to build business in north-eastern Scotland (Staffing) - April 2008
UK: Barclays Wealth appoints head to expand international private banking business (Staffing) - April 2008
Citibank
Russia: Citibank inaugurates branch in Volgograd, Russia (Organic growth) - April 2008
US: Citibank opens financial centers in five US locations (Organic growth) - April 2008
Credit Suisse
Italy: Credit Suisse opens new branch in Parma (Organic growth) - April 2008
Australia: Credit Suisse strengthens Australian capabilities through acquisition of corporate advisor Hindal (M&A) - April 2008
Hong Kong: Credit Suisse appoints head of private banking research, Asia-Pacific (Staffing) - April 2008
US: Goldman Sachs team of relationship managers moves to Credit Suisse Private Banking (Staffing) - April 2008
Fortis
Belgium: Fortis Private Banking announces future management structure (Staffing) - April 2008
Hang Seng
China: Hang Seng China relocates Shenzhen branch to larger premises (Organic growth) - April 2008
HSBC
UK: HSBC launches new private banking business in Ireland (Organic growth) - April 2008
Korea: HSBC extends deadline for Korea Exchange Bank acquisition (M&A) - April 2008
Mellon Financial Corp.
UK: BNY Mellon makes staffing additions to international securities lending team (Staffing) - April 2008
Morgan Stanley
Asia: Morgan Stanley's promotion signals buildup of PWM business in Asia, including India (Staffing) - April 2008
Northern Trust
UAE: Northern Trust opens representative office in Abu Dhabi (Organic growth) - April 2008
Australia: Northern Trust announces new managing director for Australian office (Staffing) - April 2008
US: Northern Trust adds investment strategist to emerging managers team (Staffing) - April 2008
Canada: Northern Trust makes senior appointments in Canada (Staffing) - April 2008
Royal Bank of Canada
Chile: RBC opens high net worth advisory office in Santiago, Chile (Organic growth) - April 2008
Sal Oppenheim
Poland: Sal. Oppenheim opens Polish representative office (Organic growth) - April 2008
Sarasin
Spain: Sarasin establishes private banking subsidiary with Alén Gestión Patrimonial (Partnership) - April 2008
Société Générale
Italy: Société Générale completes acquisition of Capitalia business from UniCredit (M&A) - April 2008
Japan: SG Private Banking launches Osaka wealth management office (Organic growth) - April 2008
UK: SG Private Banking creates wealth planning and fiduciary services office in London (Organic growth) - April 2008
Luxemburg: SG appointments head of fund distribution services (Staffing) - April 2008
UBS
Taiwan: UBS expands its wealth management services in Taiwan (Organic growth) - April 2008
Vontobel
Dubai: Vontobel establishes a subsidiary in Dubai (Organic growth) - April 2008
Spain: Vontobel opens a branch in Madrid (Organic growth) - April 2008
Other companies:
Australia: Aviva Australia acquires stake in AG Private Advisory (M&A) - April 2008
Product innovation and customer targeting: the developments
AMP
Australia: AMP to introduce SMA via Hillross entity (Product innovation) - April 2008
Bank of America
US: Columbia Management integrates Excelsior funds (Product innovation) - April 2008
Crédit Agricole
France: Crédit Agricole targets high net worth clients with tax friendly funds (Customer targeting) - April 2008
HBOS
UK: HBOS launches Halifax International targeted at British expatriates (Customer targeting) - April 2008
Other companies
France: Aviva Puissance launched at high net worth individuals in France (Customer targeting) - April 2008
APPENDIX
Methodology
Further reading
Ask the analyst
Datamonitor consulting
Disclaimer


Abstract

Introduction

This monthly tracker covers product innovation, customer targeting, M&A, partnerships, organic growth, and staffing activity globally in the wealth management space.

Introduction

Highlights

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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