Wealth Management Competitor Tracker: April 2011

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The Wealth Management Competitor Tracker follows the developments of 100 wealth managers and their associated brands globally. Produced monthly, it covers product innovation, customer targeting, M&A, partnerships, organic growth, and staffing. Competitors tracked include Bendigo and Adelaide Bank, DBS and LGT Bank

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Wealth Management Competitor Tracker: April 2011

  1. 1. Wealth Management Competitor Tracker: April 2011 Phone: +44 20 8123 2220 Fax: +44 207 900 3970 office@marketpublishers.com http://marketpublishers.com
  2. 2. Phone: +44 20 8123 2220 http://marketpublishers.comWealth Management Competitor Tracker: April 2011DatamonitorDate: Jun, 2011Pages: 27Price: US$ 2,795.00ID: W240C974B0FENIntroductionThe Wealth Management Competitor Tracker follows the developments of 100 wealth managers and theirassociated brands globally. Produced monthly, it covers product innovation, customer targeting, M&A,partnerships, organic growth, and staffing. Competitors tracked include Bendigo and Adelaide Bank, DBSand LGT BankFeatures and benefits Gain invaluable information on your key competitors in one concise document, and track long-term trends using the accompanying Excel news database. Sharpen your strategy by implementing the best market, product, competitor and strategic developments of leading global players. Learn the Datamonitor Wealth & Investments Teams view on the most important competitor developments in the month.HighlightsWealth management activity was limited in April, with a total of 27 developments. Although this was abovethe 12-month average, it can be considered as a subdued performance considering that Datamonitor hasrecently increased the number of companies tracked from 53 to 100.M&A, partnerships and organic growth accounted for the largest proportion of developments in April 2011,with 14 developments out of the total of 27. In M&A, partnerships and organic growth the key story of themonth was DBS Chinas plans to open 50 new branches by 2012.48% of all developments in April 2011 were in Asia Pacific. Key stories in the region included the launch ofCitibanks new services for mass-affluent clients and LGT Bank gaining a full banking license from theHong Kong Monetary AuthorityYour key questions answered Where is the competition expanding their presence and opening new branches? Which competitors have experienced the most staffing changes over the last month? What new products and customer targeting strategies are my competitors using?Table of ContentOVERVIEWCatalystSummaryWealth Management Competitor Tracker: April 2011 2
  3. 3. Phone: +44 20 8123 2220 http://marketpublishers.comMethodologyINTRODUCTIONThe Wealth Management Competitor Tracker provides both one-month and 12-month views ofdevelopments As of January 2011, Datamonitor now tracks the most relevant announcements from 100 competitors Datamonitor’s Wealth and Investments Team provides analysis of the key developments at one-monthand 12-month intervals A fully searchable database covering the past 12 months of developments is also delivered alongside thereportKEY DEVELOPMENTS IN APRILNotable developments within the wealth management industry in April Asia Pacific: Citibank launches new services for emerging affluent banking clients, April 2011 China: DBS China plans to establish 50 branches by 2012, April 2011 MENA: Deutsche Bank appoints Serene El Masri to its private wealth management business, April 2011Wealth management activity was limited in April There were a total of 27 developments in April Developments in M&A, partnerships, and organic growth accounted for the majority of activity in April 48% of competitor developments took place in Asia PacificPRODUCT INNOVATION AND CUSTOMER TARGETINGBarclays UK: Barclays Wealth International launches Barclays Wealth iInvest, April 2011Citibank Argentina: Citi launches a magazine for Citigold customers, April 2011 Asia Pacific: Citibank launches new services for emerging affluent banking clients, April 2011M&A, PARTNERSHIPS, AND ORGANIC GROWTHBendigo and Adelaide Bank Australia: Bendigo and Adelaide Bank launch a new wealth management division, April 2011Citigroup Hong Kong: Citibank opens five branches in Causeway Bay, April 2011Crédit Agricole Hong Kong: Crédit Agricole Suisse is granted a full banking license, April 2011DBS China: DBS China plans to establish 50 branches by 2012, April 2011Dexia Slovakia: Dexia finalizes the sale of Dexia banka Slovensko to Penta, March 2011Goldman Sachs Australia: Goldman Sachs to acquire the remaining 55% of Goldman Sachs & Partners Australia GroupHoldings, April 2011HSBC Hong Kong: Hang Seng and Industrial Bank sign a memorandum of understanding, March 2011LGTWealth Management Competitor Tracker: April 2011 3
  4. 4. Phone: +44 20 8123 2220 http://marketpublishers.com Hong Kong: LGT obtains a full banking license, April 2011 Germany: LGT and Deutsche Bank terminate negotiations with BHF Bank, April 2011Mashreq Bank UAE: Mashreq opens its 54th branch, April 2011Morgan Stanley India: Morgan Stanley announces the opening of a private wealth management branch, March 2011Santander Poland: Banco Santander completes the acquisition of Bank Zachodni, March 2011Bank Sarasin Germany: Bank Sarasin plans to open its fourth office, March 2011Schroders Singapore: Schroders receives a banking license from the Monetary Authority of Singapore, April 2011STAFFINGBarclays Hong Kong: Barclays Wealth appoints head of North Asia, April 2011 Hong Kong, Singapore: Barclays Wealth makes senior appointments, March 2011 Ireland, UK: Barclays Wealth announces appointments to its high net worth business, April 2011Deutsche Bank Middle East and Africa: Deutsche Bank appoints Serene El Masri to its private wealth managementbusiness, April 2011Julius Baer Switzerland: Bernhard Hodler appointed as the new chief operating officer, March 2011KBC UK: Brown Shipley announces senior appointments, April 2011Morgan Stanley Asia Pacific: Morgan Stanley announces the appointment of co-CEOs, March 2011Rothschild Switzerland: Rothschild appoints head of UHNW Clients, March 2011US Bank US: US Bank Wealth Management appoints head of investment management, March 2011APPENDIXMethodologyFurther readingAsk the analystDatamonitor consultingDisclaimerWealth Management Competitor Tracker: April 2011 4
  5. 5. Phone: +44 20 8123 2220 http://marketpublishers.com I would like to order: Product name: Wealth Management Competitor Tracker: April 2011 Product link: http://marketpublishers.com/r/W240C974B0FEN.html Product ID: W240C974B0FEN Price: US$ 2,795.00 (Single User License / Electronic Delivery) If you want to order Corporate License or Hard Copy, please, contact our Customer Service: office@marketpublishers.com Payment To pay by Credit Card (Visa, MasterCard, American Express, PayPal), please, click BUY NOW button on product page http://marketpublishers.com/r/W240C974B0FEN.html To pay by Wire Transfer, please, fill in your contact details in the form below: First name: Last name: E-mail: Company: Address: City: Zip/Post Code: Country: Tel: Fax: Your message: * All fields are required Customer Signature _______________________________________ Please, note that by ordering from MarketPublisher.com you are agreeing to our Terms & Conditions at http://marketpublishers.com/docs/terms_conditions.html To place an order via fax simply print this form, fill in the information below and fax the completed form to +44 20 7900 3970Powered by TCPDF (www.tcpdf.org)

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