Wealth Management Competitor Tracker, August 2008

Content

• Overview
• Catalyst
• Summary
• Methodology
• Introduction
• The Wealth Management Competitor Tracker Provides Both One Month And 12 Month Views Of Developments
• Each Month, Datamonitor Tracks The Most Relevant Announcements From 57 Competitors
• Datamonitor's Wealth Management Team Provides Analysis Of The Key Developments At Both The One Month And 12 Month Level
• A Fully Searchable Database Of The Past 12 Months Of Developments Is Also Delivered Alongside The Report
• Key Trends And Developments In August
• There Were Several Notable Developments Within The Wealth Management Industry During August
• Commerzbank Acquires Dresdner Bank
• Wealth Managers Continued To Expand Their Presence In The Emerging Markets Around The World
• There Were A High Number Of Staffing Changes In August
• In August, The Wealth Management Market Continued Its Slowdown Of Activity
• There Were A Total Of 27 Competitor Developments In August
• Staffing Continued To Be A Key Area For Developments, Whilst There Was A Fall In M&a Activity For The Month
• Europe And Asia Account For The Majority Of Competitor Activity, While North America Continued To Remain Slow
• Product Innovation And Customer Targeting
• Barclays
• Barclays Wealth Host Potential And Existing Private Clients At Singaporean Arts Festival
• Barclays Wealth Launches Protected Investments At Cautious Investors
• Deutsche Bank
• Deutsche Bank Launches Index To Hedge Asian Inflation
• M&a, Partnerships And Organic Growth
• Citigroup
• Citi China Strengthens Shanghai Presence With New Wealth Management Outlet
• Citibank Open New Wealth Management Branch In Hungary
• Commerzbank
• Commerzbank Acquires Dresdner Bank
• Hsbc
• Hsbc Launches Wealth Management Services In Xi'an, China
• Julius Baer
• Bank Julius Baer Obtains License To Open Representative Office In Istanbul, Turkey
• Staffing
• Anz
• Senior Anz Appointments In Asia Pacific
• Bank Of America
• Bank Of America Announces Premier Banking & Investments Northwest Division Executive
• Barclays
• Barclays Wealth Bolsters Edinburgh Office With Two Senior Hires
• Barclays Wealth Makes Strategic Hire In Response To Wealth Growth In Asia
• Barclays Wealth Expands Its Intermediaries Offering In Hong Kong
• Barclays Wealth Announces Key Appointments To Belfast Office
• Thomas Rostron Joins Barclays Wealth As Head Of Retail Product
• Barclays Wealth Appoints Nitin Birla As Head Of Its Hong Kong Desk
• Barclays Wealth Recruit Senior Leadership Members, Including A New Head Of Emea Operations
• Citigroup
• New Organizational Structure For Citi Asia Pacific
• Credit Suisse
• Paul Arni To Become Credit Suisse's New Head Of Region Zurich
• Credit Suisse Appoint Hans-Ulrich Meister As Switzerland Ceo
• Deutsche Bank
• Deutsche Bank Appoints Head Of Private Wealth Management Australia And New Zealand
• Mellon Financial Corp
• Bny Mellon Appoints London-Based Client Relationship Manager
• Morgan Stanley
• Morgan Stanley Hires Team To Extend Coverage Of The Native American Market
• Northern Trust
• Northern Trust Hires New Staff To Support Growth Of Its Global Fund Services Business
• Northern Trust Hires Senior Relationship Manager For Netherlands
• Ocbc
• Ocbc Bank Appoints New Ceo For Malaysia
• Wachovia
• Wachovia Wealth Management Expands Operations In Richmond, Usa
  • Appendix
• Methodology
• Further Reading
• Ask The Analyst
• Datamonitor Consulting
• Disclaimer
• List Of Tables
  • Table 1: The 57 Companies Covered By Datamonitor's Wealth Management Competitor Tracker
• List Of Figures
  • Figure 1: Wealth Management Activity Continues To Remain Slow Amid The Global Credit Crunch
  • Figure 2: Staffing Was The Main Focus For Wealth Management Competitors During August
  • Figure 3: Europe And Asia Continued To See The Majority Of The Market's Activity In The Month