Cross-border strategies in wealth management : Market Research Report

Cross-border strategies in wealth management

Published by: Datamonitor

Published: Jun. 30, 2003 - 40 Pages

CROSS-BORDER STRATEGIES

Introduction
Key geographic assessment
Europe
Middle East
Asia
Drivers
Growth in the number of HNWI
Opening of emerging markets
Pressures on banking secrecy
Tax amnesties
Growth of global wealth services
Strategy: Organic Growth
Onshore thing - UBS
Building on brand - Dresdner bank
Banking on proven business - Barclays
Spreading the wealth - Merrill Lynch
Action points
Strategy: Mergers and acquisitions
Bridging the Gulf - Ahli United Bank AUB
Banque Worm turns - Deutsche Bank
A French Sortie - Lloyds
Action points
Strategy: Joint ventures and strategic alliances
Know your customers know you - Indusind
Striking oil - Mellon
Comic timing - MLHSBC
Action points

APPENDIX

Further reading
Datamonitor Reports
Datamonitor Global Wealth Service: Strategic Briefs
Datamonitor Global Wealth Service: Competitor Tracking
Do you need further information?
Datamonitor financial services consulting
SPP writing team

Abstract

Introduction:
This brief assesses the most attractive foreign markets for wealth managers and evaluates the different market entry strategies (organic growth, acquisition, joint venture) being pursued by wealth managers. It highlights the progress of a number of different wealth managers that are entering / exiting new markets and establishes a set of critical success factors for international expansion.

Scope:
* For this report, Datamonitor studied over 100 examples of cross border expansion from across the globe

* geographically, the report is split into Europe, Asia and the Middle East; a selection of examples is analyzed in detail and split by strategy

* the strategies employed cover, organic growth, mergers/acquisitions and joint ventures/strategic alliances;

* the financial institutions studied covered a range of private banks, wealth managers and fund managers.

Report Highlights:
As the competition for clients intensifies, wealth managers are being forced to go farther a field in search of new inflows and assets under management. For many wealth managers, this means chasing funds cross border, often into uncharted territory. This report will enable wealth managers to assess key geographies prior to expansion.

The report examines the key growth regions of Europe, Asia and the Middle East and assesses the various strategies that wealth managers have employed. This will enable wealth managers to assess their strategic standing and find the most suitable model.

The report examines examples of cross border expansion and goes on to detail the important lessons learned, enabling wealth managers to benefit from the mistakes of others.

Reasons to Purchase:
* Ascertain which markets are ripe for growth in wealth services and discover what drives companies to expand cross-border

* Learn what other wealth managers are doing to obtain new customers and discover the strategies that are available for the expansion of your business

* discover the key lessons learned and benefit from the mistakes of others, * * * discover which strategies best fit your business model.

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Cross-border strategies in wealth management

Table of Contents

Abstract