Wealth Management Competitor Tracker, July 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 July
• There Were Several Notable Developments Within The Wealth Management Industry During July
• Deutsche Bank Signs Agreement To Purchase Abn Amro's Private And Commercial Banking Businesses
• Banco Santander To Purchase Uk's Alliance & Leicester
• Wealth Managers Continued To Expand Their Presence In New And Emerging Markets Around The Globe
• Several Large Wealth Managers Announced Top Level Staffing Changes In July
• In July, The Market Continued Its Slowdown Of Wealth Management Activity
• July Saw A Total Of 27 Competitor Developments
• The Majority Of Developments Were In Staffing And M&a, However July Was Another Slow News Month
• Europe And Asia Account For The Majority Of Competitor Activity, While North America Was Very Quiet
• Product Innovation And Customer Targeting
• Anz
• Anz Private Bank Launches Financial Advisory Service In Hong Kong
• Bny Mellon
• Bny Mellon Offers Collateralized Lending To Wealth Managers With Nexus Loans
• M&a, Partnerships And Organic Growth
• Anz
• New Anz Office Positions Hong Kong As Regional Hub For Business Expansion Across Asia
• Bsi
• Bsi Ag (Generali) Obtains Cbb License And Opens Its Representative Office In The Kingdom Of Bahrain
• Credit Suisse
• Credit Suisse To Start Private Banking Operations In Japan
• Deutsche Bank
• Deutsche Bank Signs Agreement To Purchase Abn Amro's Private And Commercial Banking Businesses
• Deutsche Bank Russia Opens St. Petersburg Client Support Office For Private Wealth Management
• Kbc
• Kbc Finalizes Acquisition Of Istrobanka In Slovakia
• Monte Paschi Di Siena (Mps)
• Mps Reaches Agreement To Sell Shares In Banca Monte Parma
• Santander
• Banco Santander To Purchase Uk's Alliance & Leicester
• Sarasin
• Bank Sarasin Obtains License To Open Subsidiary In Bahrain
• Sarasin-Alpen Receives Advisory License For The Sultanate Of Oman
• Socit Gnrale (Sg)
• Sg Hambros Acquires Abn Amro's Private Banking Business In Gibraltar
• Staffing
• Barclays
• Barclays Wealth Makes Hire In Response To Client Growth In South Yorkshire
• Barclays Wealth Hires Senior Banker In India
• Barclays Wealth Announces New Hires To Its Financial Planning Team And New Office Head In Edinburgh
• Credit Suisse
• James Leigh-Pemberton Appointed Ceo Of Credit Suisse In The Uk
• Clariden Leu
• Clariden Leu Steps Up Business With Basel-Based Private Clients
• Julius Baer
• Johannes A. De Gier Retires As Group Ceo Of Julius Baer
• Lloyds Tsb
• Lloyds Tsb Wealth Management Appoints Regional Sales Director For Central England
• Morgan Stanley
• Morgan Stanley Private Wealth Management Appoints Wealth Managers For Latin America
• Morgan Stanley Appoints Investment Manager For Mexico
• Northern Trust
• Northern Trust Appoints Deputy Chief Representative In China
• Northern Trust Announces New Head Of Operations In Singapore
• Bank Sarasin
• Bank Sarasin Appoints Reto Marx Head Of Southeast Asia
• Wachovia
• Wachovia Names Robert Steel Ceo And President
• Wachovia Hires Industry Veteran To Lead Florida High Net Worth Segment
  • 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: The Wealth Management Market Continued Its Summer Slowdown In July
  • Figure 2: There Was A Slight Increase In Activity In July Over The Previous Month, Although It Was Still Below The 12 Month Average
  • Figure 3: Europe And Asia Accounted For The Majority Of The Activity In July