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Benchmarking Wealth Managers in Asia Pacific 2004Published by: Datamonitor Published: Feb. 19, 2004 - 108 Pages Table of ContentsTABLE OF CONTENTS EXECUTIVE SUMMARY 3 The competitors 3 Results of Datamonitor’s strategic benchmarking 4 The results and the success stories 10 INTRODUCTION 23 What is this report about? 23 Who is the target reader? 24 How to use this report 25 STRATEGIC BENCHMARKING 26 Introduction 26 Peer group benchmarking 27 General strategy 28 Geographic diversifaction 28 Expanionist aspirations 32 Peer group tables - expansionist aspirations 39 Products and Services 42 Product and service range and innovation 42 Specialist capabilities 44 Peer Group Tables: Product and Service Range and Specialist Capabilities 48 Distribution 52 Dedicated transactional client website 52 Services for intermediaries 56 Peer group tables: website capabilities and usage of intermediaries 61 Customer acquisition 64 Use of internal referrals 64 Marketing Activity 68 Peer group tables: Usage of referrals and marketing activity 71 Customer Management 75 Use of customer segmentation to align products, services and distribution 75 Peer group tables : customer segmentation structure 80 THE RESULTS AND CASE STUDIES 83 Introduction 83 The results and league tables 83 All competitors 83 Peer group analysis 88 Success stories 93 Citigroup 93 Coutts 98 Macquarie 101 ACTION POINTS 105 APPENDIX 107 Self-assessment form 107 Definitions 109 Research methodology 110 Future readings 111 Do you need further information? 111 Datamonitor financial services consulting 111 Contacts in Asia-Pacific 113 AbstractIntroductionCompetitor intelligence is vital in the lucrative but competitive wealth management market. This report provides the definitive assessment of the winners (and the losers) in today’s wealth management market. Using 9 strategic measurements of 25 companies in Asia-Pacific, 35 assessment tables and commentary shows who’s leading the field and who’s lagging behind. Scope Analysis of global, regional and single country competitors in three distinct peer groups; Strategic benchmarks on 9 business areas from general strategy, products and services, distribution and customer acquisition and management; Detailed strategic and tactical analysis enabling design of effective strategies and operations. Report Highlights Citigroup, Coutts and Maquarie win the global, regional and country competitor league tables, driven by exceptional performance in business expansion, customer segmentation and specialist capabilities respectively. Citigroup and HSBC Private Banking tie for first place overall and represent the best practice examples Poor performers include the likes of Commonwealth Bank, Dah Sing, Pictet and Commerzbank, exhibiting significant gaps right across the business model range against their respective peer groups Significantly, all poor performers lacked specialist capabilities and any services to intermediaries, increasingly important areas in the Asia-Pacific wealth management market as customers demand an increased product range, but lack the expertise to apply them without advice. Reasons to Purchase Learn who the key players are, split into three key peer groups, global, regional and country competitors Identify the best and worst performers in 9 critical business areas across wealth management business models Highlight and understand the strategies behind competitor performance and best practice examples Get Full Details About This Report >> |
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