Product Innovation and Customer Targeting in Wealth Management, Q3 2007

Introduction

This tracker covers product launches and service developments as well as marketing and product/service launches aimed at specific customer segments, such as ultra high net worths, NRIs, expats, retirees, entrepreneurs, women, etc.

Scope

• Extensive research is conducted on the activities of 50 providers of wealth management services, globally
• The developments are analyzed to identify the key global trends in product development and customer targeting

Highlights

Product innovation during Q3 2007 featured developments in structured products, investment accounts and investment funds, many of these offering opportunities for investment in Asian equity

In addition to a key trend for targeting international customers, a number of innovations were aimed at the socially- or environmentally-conscious investor and at the Islamic investment market.

Reasons to Purchase

• Keep up to date with product innovations and learn from the developments made by your competitors
• Understand and gain insight into product development in the global market

• • The Roundup
  • Product Innovation
  • Customer Targeting
  • The Developments
• Abn Ambro
  • World Bank And Abn Amro To Offer Sustainable Investment Product (Product Innovation) - September 07
  • Anz
  • Anz And E*Trade Launch Double Rewards Product For Investors (Product Innovation) - August 07
  • Barclays
  • Barclays Wealth Launches Guaranteed Global Infrastructure And Guaranteed Asian Equity Accounts (Product Innovation) - September 07
  • Barclays Wealth Launches Podcasts For International Investors (Customer Targeting) - September 07
  • Barclays Stockbrokers Launches New Tool For Private Investors (Product Innovation) - September 07
  • Bbva
  • Bbva Launches First Fund Investing In China's Major Companies (Product Innovation) - September 07
  • Bnp Paribas
  • Bnp Paribas Securities Services Introduces Integrated Broker-Dealer Service (Product Innovation) - September 07
  • Dexia
  • Denizbank Offers Investment Credit Support To Enterprises (Product Innovation) - July 07
  • Hbos
  • Bank Of Scotland Launches New Iasa Reward (Product Innovation) - August 07
  • Hsbc
  • Hang Seng Introduces New E-Invest Advice Service (Product Innovation) - August 07
  • Hang Seng Refines Prestige Banking Service (Customer Targeting) - September 07
  • Kbc
  • Kbc Goldstate Fund Management Launches First Mutual Fund In China (Product Innovation) - August 07
  • Merrill Lynch
  • Merrill Lynch Introduces Ml Latam 1 List Of High-Conviction Ideas (Product Innovation) - September 07
  • Morgan Stanley
  • Morgan Stanley Introduces New Quantitative Index (Product Innovation) - July 07
  • Morgan Stanley Introduces ?Ltera (Product Innovation) - July 07
  • Msci Barra Introduces Family Of Islamic Indices (Customer Targeting) - July 07
  • Morgan Stanley Creates Carbon Bank (Customer Targeting) - August 07
  • Morgan Stanley Launches New Non-Discretionary Advisory Account (Customer Targeting) - August 07
  • Morgan Stanley Expands Its Unified Managed Account Program (Product Innovation) - October 07
  • Ocbc
  • Ocbc Uses Superhero Characters To Target Child Savers (Product Innovation) - August 07
  • Ocbc Securities Introduces A Share Financing Simulator (Product Innovation) - August 07
  • Socit Gnrale
  • Sgam Launches Shariah Compliant Index Funds (Customer Targeting) - July 07
  • United Overseas Bank (Uob)
  • Uob And Barclays Distribute Uob Privilege Notes (Product Innovation) - August 07
• Appendix
  • Methodology
  • Further Reading
  • Ask The Analyst
  • Datamonitor Consulting
  • Disclaimer