Staffing in Wealth Management, Q2 2007

Publication Date	August 2007
Publisher	Datamonitor
Product Type	Brief
Pages	18
ISBN Number	not applicable
Product Code	DAT06876

Price

£895.00
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Summary

This tracker looks at the strategies being employed by the wealth managers to attract and keep their relationship managers, with a particular focus on poaching and initiatives to train/grow their own wealth managers.

Scope

Follows the staffing-related activities of 57 leading international wealth managers
Covers wealth managers with operations worldwide, with home markets in Europe, USA and the Asia Pacific region

Highlights

Regional expansion has been driving hiring, as Credit Suisse's Asia Pacific expansion is being augmented by several important hires, while Morgan Stanley is also concentrating on bolstering senior staff in Asia Pacific, hiring an Asia-Pacific specialist from HSBC, and appointing an executive director for its new Cairo branch.

Major staffing shifts can also be attributed to general expansion or a push for organic growth, such as Sarasin's appointment of 6 new professionals to their London office's Private Client team, in an effort to boost their assets under management.

Reasons to Purchase

Keep up to date with the latest developments in staffing in the wealth management industry around the world
Keep abreast of the key trends and issues surrounding the area of staff recruitment on a quarterly basis

Content

The Roundup
Staffing
The Developments
Abn Amro
Anz
Axa
New Appointments In Axa Subsidiary Winterthur's Wealth Management Business - May 2007
Banca Del Gottardo
Bank Of America
New Appointments At Bank Of America Following Acquisition Of Us Trust - May 2007
Bank Of Tokyo Mitsubishi Ufj
Barclays
New Appointment By Barclays Wealth - June 2007
Bbva
Bessemer Trust (Whole Business)
Bnp Paribas
Citigroup
Commerzbank
Credit Agricole
Credit Suisse
New Appointments To Credit Suisse Private Banking In Asia-Pacific - May 2007
Dbs
Deutsche Bank
Dexia
Fortis
Goldman Sachs
Gruppo Banco Popolare Di Verona E Novara (Bpvn)
Hbos
Hsbc
Ing
Intesa Sanpaolo
Investec
Jp Morgan Chase
Julius Baer
Kbc
Lloyds Tsb
Mellon Financial Corp.
Merrill Lynch
Mizuho Holdings Inc.
Monte Paschi Di Sienna (Mps)
Morgan Stanley
Blair Pickerell Appointed As Managing Director Of Morgan Stanley Investment Management - April 2007
Morgan Stanley Appoints Amr Diab As Executive Director- May 2007
Morgan Stanley Global Wealth Management Group Appoint Rick Capozzi As Managing Director And National Sales Manager - May 2007
National Australia Bank (Nab)
Nordea
Northern Trust
Northern Trust Personal Financial Services Appoint Hugh Magill As National Director Of Trust Services And Chief Fiduciary Officer - April 2007
Northern Trust Global Investments Makes Two Manager Of Managers Appointments - May 2007
Northern Trust Appoints Head Of Investments For International Managers Of Managers Business - June 2007
Northern Trust Appoints Head Of Global Consultant Relationships - June 2007
Northern Trust Appoint Gerald Elliot As Vice President And Wealth Strategist For Ohio - June 2007
Ocbc
Pictet & Cie
Pnc
Rbc Financial Group
Rbc Asset Management Announce Portfolio Management Appointments - April 07
Rbc Capital Markets Increases Hong Kong Sales Force - April 07
Rbs
Rbs Appoints A Senior Credit Derivatives Structurer - April 07
Rbs Appoints Head Of Structured Derivatives Products Group - April 07
Rbs Appoints Head Of Debt Markets Financial Institutions Sales For The Nordic Region - April 07
Rbs Appoints Head Of Ruble Trading - April 07
Rbs Appoints New Head Of Corporate Risk Solutions - May 07
Rbs Appoints New Head Of Private Placements - May 07
Rbs Appoints A Managing Director For Financial Institutions Securitisation - June 07
Rbs Appoints Head Of Global Banking & Markets For South Korea - June 07
Rbs Appoints Strategist To Its Securitisation Research Team - June 07
Sal. Oppenheim
Santander
Sarasin
Sarasin Appoint Six New Professionals To Private Client Team - May 07
Sarasin Rabo Investment Management Appoints New Vice Chairman - May 07
Sarasin Appoint Head Of Private Banking Lugano - June 07
Schroders
Seb
Seb Appoints New Head Of Seb Unibanka In Latvia - May 07
Seb Appoints New Country Manager In Norway - May 07
Seb Appoints New Chief Economist - May 07
Seb Appoints New Country Manager In Finland - May 07
Societe Generale
St George
Standard Chartered
Standard Chartered Appoints Regional Chief Executive For North East Asia - May 07
Ubs
Unicredit
Union Bancaire Privee (Ubp)
United Overseas Bank (Uob)
Vontobel
Vontobel Appoints New Head Of The Private Banking - June 07
Wachovia
Westpac
Appendix
- Further Reading
- Ask The Analyst
- Datamonitor Consulting
- Disclaimer