Wealth Management Competitor Tracker, May 2008

Publication Date	July 2008
Publisher	Datamonitor
Product Type	Report
Pages	18
ISBN Number	not applicable
Product Code	DAT12737

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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

Overview
Catalyst
Summary
LIST OF TABLES
- The Roundup
M&A, 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
- ANZ
- UAE: ANZ opens representative office in Dubai (Organic Growth) - May 2008
Banca del Gottardo
- Italy: BSI sells Banca del Gottardo Italia (M&A) - May 2008
- Bank of America
- US: Bank of America expands private wealth management team in Boston (Staffing) - May 2008
- US: Bank of America announces new private wealth management appointments in Albuquerque (Staffing) - May 2008
BBVA
- Spain: BBVA signs agreement with Infosys Technologies (Partnership) - May 2008
Bessemer Trust
- US: Bessemer Trust makes appointment to associate fiduciary counsel (Staffing) - May 2008
BNP Paribas
- Thailand: BNP Paribas and Thanachart Securities announce wealth management alliance (Partnership) - May 2008
Citigroup
- UAE: Citi Private Bank launches new office in Abu Dhabi (Organic Growth) - May 2008
- India: Citibank opens new branch in Maharashtra offering wealth management services (Organic Growth) - May 2008
Credit Suisse
- India: Credit Suisse opens wealth management business in Mumbai (Organic Growth) - May 2008
- UK: Credit Suisse launches new private banking office in Birmingham (Organic Growth) - May 2008
Deutsche Bank
- Hong Kong: Deutsche Bank increases staffing numbers in Hong Kong (Staffing) - May 2008
- Russia: Deutsche Bank announces key appointments in Russian franchise (Staffing) - May 2008
HSBC
- India: HSBC to acquire majority share of IL&FS Investsmart in India (M&A) - May 2008
- UK: HSBC Private Bank opens new Scottish office (Organic Growth) - May 2008
JP Morgan Chase
- US: Bear Sterns stockholders approve merger with JP Morgan Chase (M&A) - May 2008
- Macquarie Bank
- Australia: Macquarie Group appointments of new managing director and CEO (Staffing) - May 2008
OCBC
- Singapore: OCBC Private Bank opens its new private bank centre in Singapore (Organic Growth) - May 2008
RBC
- Canada: RBC completes its acquisition of Phillips, Hager and North (M&A) - May 2008
Sal. Oppenheim
- Hungary: Sal Oppenheim opens a private banking office in Budapest (Organic Growth) - May 2008
- Luxemburg: Sal. Oppenheim purchases Mercuria Services' domiciliation business strengthening its family office network (M&A) - May 2008
St George
- Australia: St George and Westpac announced a proposed merger to create Australia's largest bank (M&A) - May 2008
- Product innovation and customer targeting: the developments
Barclays
- UK: Barclays launch FX trading service for private investors (Targeting Customers) - May 2008
Citigroup
- Greece: Citibank launches African capital protected equity fund for affluent Greeks (Product Innovation) - May 2008
Morgan Stanley
- US: Morgan Stanley targets high net worth investors with commodities fund (Customer Targeting) - May 2008
- Methodology
- Further reading
- Ask the analyst
- Datamonitor consulting
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