Wealth Management Competitor Tracker, March 2009

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 March
• There Were Some Notable Developments within The Wealth Management Industry during March
• New Terms Governing The Acquisition of Fortis's Activities
• Bmps Approves The Merger-by-incorporation of Banca Toscana
• Ubs Agrees to Sell 55 Branches to Stifel, Nicolaus & Company
• in March, Activity in The Wealth Management Market Remained Scarce
• There Were A Total of 17 Competitor Developments in March
• Staffing and M&a Activity Continued to Account for The Majority of Developments in The Month
• in March, Wealth Managers Were Fairly Active in Europe Followed by North America
• Product Innovation and Customer Targeting
• Citigroup
• Citi Offers Openwealth for Servicing The Wealth Management Industry
• Ocbc Bank
• Ocbc Al-amin Offers Shariah-compliant Unit Trust Products to Islamic Investors
• Rbc
• Ferris, Baker Watts to Operate as Rbc Wealth Management
• Ubs
• Ubs Launches Real-time Transaction Cost Analysis in Europe
• M&a, Partnerships and Organic Growth
• Bnp Paribas
• New Terms Governing The Acquisition of Fortis's Activities
• Bmps
• Bmps Approves The Merger-by-incorporation of Banca Toscana
• Northern Trust
• Western National Trust Company Selects The Trustportal Solution for Wealth Management
• Sarasin
• Sarasin Opens New Representation in Warsaw
• Ubs
• Ubs Agrees to Sell 55 Branches to Stifel, Nicolaus & Company
• Staffing
• Bank of America
• Larry Schwartz Joins Merrill Lynch Chicago as First Vice President of Investments
• Barclays
• Barclays Wealth Appoints Greg Ellison as Managing Director
• Citigroup
• Citi Announces Senior Management Changes
• Credit Suisse
• Rolf B??gli Becomes New Head of Private Banking, Switzerland
• Deutsche Bank
• Four New Members Appointed to Deutsche Bank's Management Board
• Deutsche Securities Appoints Naoki Kamiyama as Chief Equity Strategist to Its Global Markets Research Team
• Deutsche Bank Appoints A New Chief Country Officer
• Ubs
• Ubs Moves to A Lean Management Structure in Switzerland
• 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 industry continued to produce relatively little corporate activity in March
  • Figure 2: Staffing changes were the most dominate category for wealth activity in March
  • Figure 3: Europe witnessed the majority of wealth management developments for the month