M&A, Partnerships and Organic Growth in Wealth Management

Q1 2007

Publication Date	May 2007
Publisher	Datamonitor
Product Type	Brief
Pages	14
ISBN Number	not applicable
Product Code	DAT05132

Price

£895.00
approximately: $1,545 | €1,136

PDF

PRINT £945 ($1,632 | €1,200)

Order above formats by FAX

Summary

Introduction

This tracker covers merger and acquisition activity globally, across the wealth management space. It also highlights the strategic partnerships, and expansion, or contraction, of existing businesses. There is also a focus on the key emerging markets, namely China, India, CEE and the Middle East.

Scope

The tracker covers the M&A and partnership activities of the largest global and regional wealth management companies
It provides an update of each player's activities in this area and a roundup chapter which offers readers a summary of key trends in that quarter
The tracker is global in coverage, therefore encompassing market entry strategies as well as domestic M&A activity

Highlights

Mergers and acquisitions in the wealth management market are largely being undertaken in markets with a large number of very small and very large players, as consolidation of the market continues apace in developed geographies. In this quarter, a significant amount of the M&A activity occurred in the US.

Partnerships revolved around achieving strategic goals in the early months of 2007, with many wealth managers seeking to partner with firms able to offer an expansion of the target client base or the existing service capability. Several strategic alliances were formed this quarter.

Reasons to Purchase

Understand the competitor activity in your market and potential threats and opportunities
Gain insight into your competitor's strategic movements

Content

Table Of Contents
- The Roundup
- M&A
- Partnership
- Organic Growth
- The Developments
- Abn Amro
- Bank Of America
- Bank Of Tokyo Mitsubishi Ufj
- Barclays
- Bbva
- Bnp Paribas
- Citigroup
- Dbs
- Deutsche Bank
- Dexia
- Hang Seng Bank
- Julius Baer
- Kas Bank
- Kbc
- Mellon
- Merrill Lynch
- Morgan Stanley
- Nordea
- Rbc Financial Group
- Sal. Oppenheim
- Santander
- Sarasin
- Ubs
- United Overseas Bank (Uob)
Appendix
- Methodology
Further Reading
- Ask The Analyst
- Datamonitor Consulting
- Disclaimer
- The Roundup
- M&A
- Partnership
- Organic Growth
- The Developments
- Abn Amro
- Abn Amro And Barclays Discussing Merger - March
- Bank Of America
- Bank Of America Obtains Permission For U.S Trust Acquisition (M&A) - March
- Bank Of Tokyo Mitsubishi Ufj
- Bank Of Tokyo Mitsubishi Ufj Set To Liquidate Union Bank Of California International (M&A) - January
- Barclays
- Barclays And Abn Amro Discussing Merger (M&A) - March
- Bbva
- Bbva Officially Sign Partnership Agreement With Citic Group, China (Partnership) - March
- Bbva Acquires 100% Of Compass Bancshares To Grow Us Business (M&A) - February
- Bnp Paribas
- Bnp Paribas And Bnl Have Approved The Merger Plan (M&A) - March
- Dexia And Bnp Paribas Entered Discussions Regarding Dexia Banque Prive France (M&A) - December
- Citigroup
- Citi China Gains Approval To Operate As A Locally Incorporated Bank (Eme) - March
- Citigroup Confirm Acquisition Of Quilter (M&A) - December
- Citibank Maintains Citigold Focus In Belgium With The Opening Of A Third Investment Center (Organic Growth) - December
- Dbs
- First Islamic Bank In Singapore Set Up By Dbs (Organic Growth) - March
- Dbs Approved For Local Incorporation In China (Organic Growth) - December
- Deutsche Bank
- Deutsche Bank Opens New Branches In Us (Organic Growth) - March
- Deutsche Bank To Expand Into Vietnam (Organic Growth) - February
- Deutsche Bank To Be First Third-Party Provider Of Structured Products To Ubs (Partnership) - March
- Deutsche Bank Implements New It Platform (Partnership) - January
- Dexia
- Dexia And Bnp Paribas Entered Discussions Regarding Dexia Banque Prive France (M&A) - December
- Hang Seng Bank
- Hang Seng Bank Opens New Sub-Branch Including Prestige Banking Center (Organic Growth) - January
- Julius Baer
- Julius Baer Establishes Branch In Singapore (Organic Growth) - March
- Kas Bank
- Dutch Kas Bank Moves Private Banking Over To Nachenius Tjeenk (Partnership) - Feb
- Kbc
- Kbc Announce Acquisition Of A Banka (M&A) - January
- Mellon
- Mellon Moves Into Connecticut (Organic Growth) - February
- Merrill Lynch
- Merrill Lynch And Carver Bancorp Create An Alliance (Partnership) - March
- Merrill Lynch Set To Acquire First Republic Bank (M&A) - January
- Morgan Stanley
- Morgan Stanley To Open Wholly-Owned Subsidiary In India (M&A) - February
- New Teams Hired For Morgan Stanley's Latin American Operation (Organic Growth) - February
- Citigroup Confirm Acquisition Of Quilter (M&A) - December
- Nordea
- Nordea Acquires A Majority Of Russia's Orgresbank (M&A) - March
- Rbc Financial Group
- Rbc Creates Wealth Management Segment (Organic Growth) - February
- Sal. Oppenheim
- Sal. Oppenheim Expand Throughout Cologne (Organic Growth) - February
- Santander
- More Of Bank Of America's Wealth Management Portfolio Is Transferred To Santander (Partnership) - February
- Sarasin
- Bank Sarasin Reshuffles Business (M&A) - January
- Rabobank Becomes Bank Sarasin's Majority Shareholder (M&A) - January
- Ubs
- Ubs And Standard Chartered Bank Form Alliance To Distribute Funds To Standard Chartered's Wealthy Clients (Partnership) - January
- Ubs Completes Acquisition Of Private Client Branch Network Of Mcdonald Investments (M&A) - February
- United Overseas Bank (Uob)
- New Branch For Uob (Organic Growth) - February
Appendix
- Methodology
Further Reading
- Ask The Analyst
- Datamonitor Consulting
- Disclaimer