Wealth Management Competitor Tracker: January 2008

Content

• Overview
• Catalyst
• Summary
• Table of Contents
  • The Roundup
  • Mergers and Acquisitions, Partnerships, Organic Growth and Staffing
  • M&A
  • Organic Growth
  • Staffing
  • Product Innovation and Customer Targeting
  • Product Innovation
  • Customer Targeting
  • M&A, Partnerships, Organic Growth and Staffing: The Developments
  • Bank of New York Mellon
  • UK: Bny Mellon Wealth Management Appoints Rupert Phelps to London Family Office Role (Staffing) - January 2008
  • Barclays
  • UK: Barclays Wealth Makes Private Banker Appointment in UK (Staffing) - January 2008
  • Bessemer Trust (Whole Business)
  • 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
  • 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
  • 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
  • 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
  • Extra Companies
  • UK: Standard Life Enters Discretionary Investment Management Market (Organic Growth) - January 2008
  • Product Innovation and Customer Targeting: The Developments
  • Citigroup
  • UK: Citibank Targets Expatriates by Expanding Its Fund Manager Offering (Customer Targeting) - January 2008
  • Julius Baer
  • Switzerland: Julius Baer Opens A Branch in Verbier to Target Holidaying Clients (Customer Targeting) - January 2008
  • Rbc Financial Group
  • Global/Canada: Rbc Asset Management Launches Rbc O'shaughnessy US Growth Fund Ii (Product Innovation) - January 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
• Appendix
  • Methodology
  • Index of Strategies by Company
  • Bank of New York Mellon
  • Barclays
  • Bessemer Trust
  • Bnp Paribas
  • Citigroup
  • Commerzbank
  • Credit Suisse
  • Deutsche Bank
  • Julius Baer
  • Kbc
  • Merrill Lynch
  • Morgan Stanley
  • Rbc Financial Group
  • Wachovia
  • Westpac
  • Index of Strategies by Geography
  • Western Europe
  • France
  • Spain
  • UK
  • Central and Eastern Europe
  • Russia
  • North America
  • US
  • Africa
  • Asia
  • Australia
  • India
  • Index of Strategies by Trend
  • M&A
  • Organic Growth
  • Product Innovation
  • Customer Targeting
  • Staffing
  • Further Reading
• Ask The Analyst
• Datamonitor Consulting
• Disclaimer