Wealth Management Competitor Tracker, February 2008

Publication Date	April 2008
Publisher	Datamonitor
Product Type	Report
Pages	28
ISBN Number	not applicable
Product Code	DAT11104

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Summary

Introduction

This monthly tracker covers product innovation customer targeting M&A partnerships organic growth and staffing activity globally in the wealth management space.

Reasons to Purchase

Track the strategies announced by 50+ of your key competitors

Assess which geographies and strategic areas are seeing the most activity

Content

Datamonitor View
Catalyst
Summary
- M&a, Partnerships, Organic Growth and Staffing
- M&a
- Partnerships
- Organic Growth
- Staffing
- Product Innovation
- Property Investment
- M&a, Partnerships, Organic Growth and Staffing: The Developments
- Anz
- Asia: Anz Announces Expansion Plans for Asia Private Banking Business (Organic Growth) - February 2008
- Barclays
- India: Barclays Wealth Appoints Head of Investment & Production in India (Staffing) - February 2008
- Citigroup
- US: Citi Global Wealth Management to Acquire Legg Mason's Trading and Technology Platforms (M&a) - February 2008
- Singapore: Citibank Opens Citigold Select Center in Paragon, Singapore (Organic Growth) - February 2008
- UK: Citibank Opens New Citigold Branch at St Paul's (Organic Growth) - February 2008
- US: Citibank Opens Two Wealth Management Offices in Boston (Organic Growth) - February 2008
- Hong Kong: Citibank Announces New Branches in Kowloon Bay and Tai Po, Hong Kong (Organic Growth) - February 2008
- Vietnam: Citi and Capitaland Sign Mou on Vietnam Real Estate-Based Investment Fund (Partnership) - February 2008
- Credit Suisse
- US: Credit Suisse Private Banking Opens Branch in Northbrook, Illinois (Organic Growth) - February 2008
- Europe: Credit Suisse Hire European Ceo (Staffing) - February 2008
- Dbs
- Taiwan: Dbs Acquires Bowa Bank Assets Including 43 Distribution Outlets in Taiwan (M&a) - February 2008
- Asia: Dbs Appoints New Ceo (Staffing) - February 2008
- Deutsche Bank
- US: Deutsche Bank Expands Staff in Its Dallas and Boston Offices (Staffing) - February 2008
- Hang Seng
- Hong Kong: Hang Seng Announces New Head of Investment and Insurance (Staffing) - February 2008
- Mellon Financial Corp
- US: The Bank of New York Mellon to Add Wealth Management Positions (Staffing) - February 2008
- Merrill Lynch
- US: Merrill Lynch Hires President of US Banking Operations (Staffing) - February 2008
- Morgan Stanley
- Asia: Morgan Stanley Appoints Ceo for Its Asia Business (Staffing) - February 2008
- Northern Trust
- Asia: Northern Trust Makes Appointments to Its Asia-Pacific Team (Staffing) - February 2008
- Rbc Financial Group
- India: Rbc Opens Representative Office in Mumbai (Organic Growth) - February 2008
US: Rbc to Acquire Ferris, Baker Watts, Incorporated to Expand Its US Wealth Management Business (M&a) - February 2008
- Sarasin
- Germany: Bank Sarasin Expands Its Market Presence in Germany (Organic Growth) - February 2008
- Qatar: Bank Sarasin Expands Its Market Presence in The Middle East (Organic Growth) - February 2008
- Switzerland: Bank Sarasin and Aig Private Bank Name Joint Venture Bank (Partnership) - February 2008
- Schroders
- Singapore: Schroders Acquires Private Client Advisory Unit from Commonwealth Bank of Australia (M&a) - February 2008
- Socit Gnrale
- Russia: Socit Gnrale Finalizes Acquisition of Majority Stake in Rosbank (M&a) - February 2008
- Standard Chartered
- US: Standard Chartered Completes Acquisition of American Express Bank (M&a) - February 2008
- Product Innovation and Customer Targeting: The Developments
- Mellon Financial Corp
US: Bny Mellon Wealth Management Launches Internet Platform: Private Workbench (Product Innovation) - February 2008
Other Companies
- Henderson Global Investors
- UK: Henderson Targets High Net worth Individuals with Launch of Its Pan-European Fund (Customer Targeting) - February 2008
- Friends Provident
- UK: Friends Provident Adds Feature to Wealth Solutions Bond (Product Innovation) - February 2008
Appendix
- Methodology
Index of Strategies by Company
- Anz
- Asia: Anz Announces Expansion Plans for Asia Private Banking Business (Organic Growth) - February 2008
- Bank of New York Mellon
UK: Bny Mellon Wealth Management Appoints Rupert Phelps to London Family Office Role (Staffing) - January 2008
US: Bny Mellon Wealth Management Launches Internet Platform: Private Workbench (Product Innovation) - February 2008
- Barclays
- UK: Barclays Wealth Makes Private Banker Appointment in UK (Staffing) - January 2008
- India: Barclays Wealth Appoints Head of Investment & Production in India (Staffing) - February 2008
- Bessemer Trust
- US: Bessemer Trust Appoint New Senior Staff to Its Boston Office (Staffing) - January 2008
- Bnp Paribas
- Hong Kong: Bnp Paribas Appoints Asia (Ex-Japan) Ceo (Staffing) - January 2008
UK: Bnp Paribas Names Head of European Equity Derivatives Flow Sales (Staffing) - January 2008
- Citigroup
- US: Citibank Opens New Wealth Management Financial Center in Boston (Organic Growth) - January 2008
- UK: Citibank Targets Expatriates by Expanding Its Fund Manager Offering (Customer Targeting) - January 2008
- US: Citi Global Wealth Management to Acquire Legg Mason's Trading and Technology Platforms (M&a) - February 2008
- Singapore: Citibank Opens Citigold Select Center in Paragon, Singapore (Organic Growth) - February 2008
- UK: Citibank Opens New Citigold Branch at St Paul's (Organic Growth) - February 2008
- US: Citibank Opens Two Wealth Management Offices in Boston (Organic Growth) - February 2008
- Hong Kong: Citibank Announces New Branches in Kowloon Bay and Tai Po, Hong Kong (Organic Growth) - February 2008
- Vietnam: Citi and Capitaland Sign Mou on Vietnam Real Estate-Based Investment Fund (Partnership) - February 2008
- Commerzbank
- Nigeria: Commerzbank Opens Wealth Management Representative Office in Lagos (Organic Growth) - January 2008
- Credit Suisse
- India: Credit Suisse Granted Portfolio Management Scheme License in India (Organic Growth) - January 2008
- Switzerland: Credit Suisse Promote A New Regional Head for Fribourg Office (Staffing) - January 2008
- US: Credit Suisse Private Banking Opens Branch in Northbrook, Illinois (Organic Growth) - February 2008
- Europe: Credit Suisse Hire European Ceo (Staffing) - February 2008
- Dbs
- Taiwan: Dbs Acquires Bowa Bank Assets Including 43 Distribution Outlets in Taiwan (M&a) - February 2008
- Deutsche Bank
- US: Deutsche Bank Announces Private Bank Hires for The US Private Bank on The West Coast (Staffing) - January 2008
- US: Deutsche Bank Names New Head of Advisory Solutions for The New York Office (Staffing) - January 2008
- US: Deutsche Bank Adds Staff in US West Coast Operation (Staffing) - January 2008
- US: Deutsche Bank Expands Staff in Its Dallas and Boston Offices (Staffing) - February 2008
- Julius Baer
- Switzerland: Julius Baer Opens A Branch in Verbier to Target Holidaying Clients (Customer Targeting) - January 2008
- Kbc
- France: Kbc Forms Agreement to Acquire Paris-Based Richelieu Finance (M&a) - January 2008
- Merrill Lynch
- Russia: Merrill Lynch Opens New Office in Moscow (Organic Growth) - January 2008
- Morgan Stanley
- Spain: Morgan Stanley to Sell Spanish Wealth Management Business to La Caixa to Focus on Uhnw Segment (Divestment) - January 2008
- Northern Trust
- Asia: Northern Trust Makes Appointments to Its Asia-Pacific Team (Staffing) - February 2008
- Rbc Financial Group
- Global/Canada: Rbc Asset Management Launches Rbc O'shaughnessy US Growth Fund Ii (Product Innovation) - January 2008
- India: Rbc Opens Representative Office in Mumbai (Organic Growth) - February 2008
US: Rbc to Acquire Ferris, Baker Watts, Incorporated to Expand Its US Wealth Management Business (M&a) - February 2008
- Sarasin
- Germany: Bank Sarasin Expands Its Market Presence in Germany (Organic Growth) - February 2008
- Qatar: Bank Sarasin Expands Its Market Presence in The Middle East (Organic Growth) - February 2008
- Switzerland: Bank Sarasin and Aig Private Bank Name Joint Venture Bank (Partnership) - February 2008
- Schroders
- Singapore: Schroders Acquires Private Client Advisory Unit from Commonwealth Bank of Australia (M&a) - February 2008
- Socit Gnrale
- Russia: Socit Gnrale Finalizes Acquisition of Majority Stake in Rosbank (M&a) - February 2008
- Standard Chartered
- US: Standard Chartered Completes Acquisition of American Express Bank (M&a) - February 2008
- Wachovia
- US: Wachovia Wealth Management Targets Attorneys in California (Customer Targeting) - January 2008
- Westpac
- Australia: Westpac Targets Less Affluent Customers with Financial Planning Services (Customer Targeting) - January 2008
Index of Strategies by Geography
- Western Europe
- Switzerland: Credit Suisse Promote A New Regional Head for Fribourg Office (Staffing) - January 2008
- Switzerland: Julius Baer Opens A Branch in Verbier to Target Holidaying Clients (Customer Targeting) - January 2008
- Switzerland: Bank Sarasin and Aig Private Bank Name Joint Venture Bank (Partnership) - February 2008
- France
- France: Kbc Forms Agreement to Acquire Paris-Based Richelieu Finance (M&a) - January 2008
- Germany
- Germany: Bank Sarasin Expands Its Market Presence in Germany (Organic Growth) - February 2008
- Spain
- Spain: Morgan Stanley to Sell Spanish Wealth Management Business to La Caixa to Focus on Uhnw Segment (Divestment) - January 2008
- UK
UK: Bny Mellon Wealth Management Appoints Rupert Phelps to London Family Office Role (Staffing) - January 2008
- UK: Barclays Wealth Makes Private Banker Appointment in UK (Staffing) - January 2008
UK: Bnp Paribas Names Head of European Equity Derivatives Flow Sales (Staffing) - January 2008
- UK: Standard Life Enters Discretionary Investment Management Market (Organic Growth) - January 2008
- UK: Citibank Targets Expatriates by Expanding Its Fund Manager Offering (Customer Targeting) - January 2008
- UK: Citibank Opens New Citigold Branch at St Paul's (Organic Growth) - February 2008
- Russia
- Russia: Merrill Lynch Opens New Office in Moscow (Organic Growth) - January 2008
- Russia: Socit Gnrale Finalizes Acquisition of Majority Stake in Rosbank (M&a) - February 2008
- North America
- Global/Canada: Rbc Asset Management Launches Rbc O'shaughnessy US Growth Fund Ii (Product Innovation) - January 2008
- US
- US: Bessemer Trust Appoint New Senior Staff to Its Boston Office (Staffing) - January 2008
- US: Citibank Opens New Wealth Management Financial Center in Boston (Organic Growth) - January 2008
- US: Deutsche Bank Announces Private Bank Hires for The US Private Bank on The West Coast (Staffing) - January 2008
- US: Deutsche Bank Names New Head of Advisory Solutions for The New York Office (Staffing) - January 2008
- US: Deutsche Bank Adds Staff in US West Coast Operation (Staffing) - January 2008
- US: Wachovia Wealth Management Targets Attorneys in California (Customer Targeting) - January 2008
- US: Citi Global Wealth Management to Acquire Legg Mason's Trading and Technology Platforms (M&a) - February 2008
- US: Citibank Opens Two Wealth Management Offices in Boston (Organic Growth) - February 2008
- US: Credit Suisse Private Banking Opens Branch in Northbrook, Illinois (Organic Growth) - February 2008
- US: Deutsche Bank Expands Staff in Its Dallas and Boston Offices (Staffing) - February 2008
- US: The Bank of New York Mellon to Add Wealth Management Positions (Staffing) - February 2008
US: Rbc to Acquire Ferris, Baker Watts, Incorporated to Expand Its US Wealth Management Business (M&a) - February 2008
- US: Standard Chartered Completes Acquisition of American Express Bank (M&a) - February 2008
US: Bny Mellon Wealth Management Launches Internet Platform: Private Workbench (Product Innovation) - February 2008
- Africa
- Nigeria: Commerzbank Opens Wealth Management Representative Office in Lagos (Organic Growth) - January 2008
- Middle East
- Qatar: Bank Sarasin Expands Its Market Presence in The Middle East (Organic Growth) - February 2008
- Asia
- Hong Kong: Bnp Paribas Appoints Asia (Ex-Japan) Ceo (Staffing) - January 2008
- Asia: Anz Announces Expansion Plans for Asia Private Banking Business (Organic Growth) - February 2008
- Singapore: Citibank Opens Citigold Select Center in Paragon, Singapore (Organic Growth) - February 2008
- Hong Kong: Citibank Announces New Branches in Kowloon Bay and Tai Po, Hong Kong (Organic Growth) - February 2008
- Vietnam: Citi and Capitaland Sign Mou on Vietnam Real Estate-Based Investment Fund (Partnership) - February 2008
- Taiwan: Dbs Acquires Bowa Bank Assets Including 43 Distribution Outlets in Taiwan (M&a) - February 2008
- Asia: Northern Trust Makes Appointments to Its Asia-Pacific Team (Staffing) - February 2008
- Singapore: Schroders Acquires Private Client Advisory Unit from Commonwealth Bank of Australia (M&a) - February 2008
- Australia
- Australia: Westpac Targets Less Affluent Customers with Financial Planning Services (Customer Targeting) - January 2008
- India
- India: Credit Suisse Granted Portfolio Management Scheme License in India (Organic Growth) - January 2008
- India: Barclays Wealth Appoints Head of Investment & Production in India (Staffing) - February 2008
- India: Rbc Opens Representative Office in Mumbai (Organic Growth) - February 2008
Index of Strategies by Trend
- M&a
- France: Kbc Forms Agreement to Acquire Paris-Based Richelieu Finance (M&a) - January 2008
- Spain: Morgan Stanley to Sell Spanish Wealth Management Business to La Caixa to Focus on Uhnw Segment (Divestment) - January 2008
- US: Citi Global Wealth Management to Acquire Legg Mason's Trading and Technology Platforms (M&a) - February 2008
- Taiwan: Dbs Acquires Bowa Bank Assets Including 43 Distribution Outlets in Taiwan (M&a) - February 2008
US: Rbc to Acquire Ferris, Baker Watts, Incorporated to Expand Its US Wealth Management Business (M&a) - February 2008
- Singapore: Schroders Acquires Private Client Advisory Unit from Commonwealth Bank of Australia (M&a) - February 2008
- Russia: Socit Gnrale Finalizes Acquisition of Majority Stake in Rosbank (M&a) - February 2008
- US: Standard Chartered Completes Acquisition of American Express Bank (M&a) - February 2008
- Partnerships
- Switzerland: Bank Sarasin and Aig Private Bank Name Joint Venture Bank (Partnership) - February 2008
- Organic Growth
- UK: Standard Life Enters Discretionary Investment Management Market (Organic Growth) - January 2008
- UK: Standard Life Enters Discretionary Investment Management Market (Organic Growth) - January 2008
- Russia: Merrill Lynch Opens New Office in Moscow (Organic Growth) - January 2008
- US: Citibank Opens New Wealth Management Financial Center in Boston (Organic Growth) - January 2008
- Nigeria: Commerzbank Opens Wealth Management Representative Office in Lagos (Organic Growth) - January 2008
- India: Credit Suisse Granted Portfolio Management Scheme License in India (Organic Growth) - January 2008
- Asia: Anz Announces Expansion Plans for Asia Private Banking Business (Organic Growth) - February 2008
- Singapore: Citibank Opens Citigold Select Center in Paragon, Singapore (Organic Growth) - February 2008
- UK: Citibank Opens New Citigold Branch at St Paul's (Organic Growth) - February 2008
- US: Citibank Opens Two Wealth Management Offices in Boston (Organic Growth) - February 2008
- Hong Kong: Citibank Announces New Branches in Kowloon Bay and Tai Po, Hong Kong (Organic Growth) - February 2008
- US: Credit Suisse Private Banking Opens Branch in Northbrook, Illinois (Organic Growth) - February 2008
- India: Rbc Opens Representative Office in Mumbai (Organic Growth) - February 2008
- Germany: Bank Sarasin Expands Its Market Presence in Germany (Organic Growth) - February 2008
- Qatar: Bank Sarasin Expands Its Market Presence in The Middle East (Organic Growth) - February 2008
- Staffing
- Switzerland: Credit Suisse Promote A New Regional Head for Fribourg Office (Staffing) - January 2008
UK: Bny Mellon Wealth Management Appoints Rupert Phelps to London Family Office Role (Staffing) - January 2008
- UK: Barclays Wealth Makes Private Banker Appointment in UK (Staffing) - January 2008
UK: Bnp Paribas Names Head of European Equity Derivatives Flow Sales (Staffing) - January 2008
- US: Bessemer Trust Appoint New Senior Staff to Its Boston Office (Staffing) - January 2008
- US: Deutsche Bank Announces Private Bank Hires for The US Private Bank on The West Coast (Staffing) - January 2008
- US: Deutsche Bank Names New Head of Advisory Solutions for The New York Office (Staffing) - January 2008
- US: Deutsche Bank Adds Staff in US West Coast Operation (Staffing) - January 2008
- Hong Kong: Bnp Paribas Appoints Asia (Ex-Japan) Ceo (Staffing) - January 2008
- India: Barclays Wealth Appoints Head of Investment & Production in India (Staffing) - February 2008
- US: Deutsche Bank Expands Staff in Its Dallas and Boston Offices (Staffing) - February 2008
- US: The Bank of New York Mellon to Add Wealth Management Positions (Staffing) - February 2008
- Asia: Northern Trust Makes Appointments to Its Asia-Pacific Team (Staffing) - February 2008
- Product Innovation
- Global/Canada: Rbc Asset Management Launches Rbc O'shaughnessy US Growth Fund Ii (Product Innovation) - January 2008
US: Bny Mellon Wealth Management Launches Internet Platform: Private Workbench (Product Innovation) - February 2008
- Property Investment
- Vietnam: Citi and Capitaland Sign Mou on Vietnam Real Estate-Based Investment Fund (Partnership) - February 2008
- Customer Targeting
- Switzerland: Julius Baer Opens A Branch in Verbier to Target Holidaying Clients (Customer Targeting) - January 2008
- UK: Citibank Targets Expatriates by Expanding Its Fund Manager Offering (Customer Targeting) - January 2008
- US: Wachovia Wealth Management Targets Attorneys in California (Customer Targeting) - January 2008
- Australia: Westpac Targets Mass Affluent Customers with Financial Planning Services (Customer Targeting) - January 2008
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