New Market Study Published: Wealth Management Competitor Tracker: September 2011
08.02.2012 19:07:28 - New Financial Services research report from Datamonitor is now available from Fast Market Research
(live-PR.com) - 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 HSBC, RBC and UBS.
Scope
* Gain invaluable information on competitors in one concise document; identify long-term trends using the Excel database.
* Sharpen your strategy by
implementing the best market, product, competitor and strategic developments of leading global players.
* Learn the Datamonitor Wealth & Investments Team's view on the most important competitor developments in the month.
Report Highlights
Activity in the wealth management industry stepped up significantly in September, with a total of 74 competitor developments recorded among the 100 wealth managers tracked. This is almost double the 12-month average of 41, and means that September is the busiest month tracked over the last year.
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Full Report Details at
- www.fastmr.com/prod/329392_wealth_management_com ..
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Product innovation and customer targeting accounted for the highest proportion of activity in September, with 32 developments out of the total of 74. There were a number of notable developments recorded during the month, particularly in customer targeting, which accounted for 15 announcements.
The largest proportion of competitor activity in September originated from North America and Western Europe, which accounted for 22 and 23 of the total 74 developments respectively. Out of the 23 stories in Western Europe, 11 were in the UK.
Reasons to Get this Report
* 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?
Companies Mentioned in this Report: Aberdeen Asset Management PLC, Agricultural Bank of China, Banca Monte dei Paschi di Siena S.p.A., Bank of America Merrill Lynch, Bank of Montreal, Bank of Nova Scotia, BBVA, BMO Financial Group, Canadian Imperial Bank of Commerce, China Construction Bank Corporation, CIMB Group Holdings Berhad, Citigroup Inc., East West Bancorp, Inc., Edel AG, Fortis, General Mills, Inc., HSBC Bank Canada, Hutchison 3G UK Limited, ING GROEP N.V., International Business Machines Corporation, Jefferies Group Inc, KBC Group NV, Macquarie Group Limited, Morgan Stanley, National Australia Bank Group Limited, National Bank of Canada, National Bank of Kuwait, Nestle SA, Pictet & Cie, Rathbone Brothers Plc, Raymond James Financial, Inc., RBC Bank (USA), SICCO Securities Public Company Limited, Societe Generale, UBS AG, United Overseas Bank
Partial Table of Contents:
OVERVIEW
- Catalyst
- Summary
- Methodology
INTRODUCTION
- The Wealth Management Competitor Tracker provides both one-month and 12-month views of developments
- 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-month and 12-month intervals
- A fully searchable database covering the past 12 months of developments is also delivered alongside the report
KEY DEVELOPMENTS IN SEPTEMBER
- Notable developments within the wealth management industry in September
- Product innovation and customer targeting: RBC Wealth is launching a multiyear global brand campaign to raise its profile among high net worth individuals
- M&A, partnerships, and organic growth: HSBC is to sell the full-service investment advisory business of HSBC Securities Canada
- Staffing: Oswald Grubel resigned as group CEO from UBS amid rogue trader debacle
- Wealth management activity in September
- There were a total of 74 developments in September
- Developments in product innovation and customer targeting accounted for 43% of the total activity in September, while staffing activity remained buoyant
- Western Europe and North America accounted for 45 of the 74 announcements made in September
PRODUCT INNOVATION AND CUSTOMER TARGETING
- ANZ
- Australia: OnePath launches a range of ANZ term deposits and enhancements on OneAnswer, September 2011
- BMO Financial Group
- Canada: BMO launches Gold Deposit Program, September 2011
- UK: Lloyd George Management launches Frontier Market equity strategies for global investors, September 2011
- Charles Schwab
- US: Charles Schwab announces a number of enhancements to the StreetSmart Edge trading platform for active traders, September 2011
- US: Charles Schwab launches a series of initiatives for the advisor community, September 2011
- CIBC
- Canada: Renaissance Investments launches inflation opportunities and Canadian All-Cap equity funds, September 2011
- Citigroup
- Hungary: Citibank launches CitiPlanner in support of its Citigold wealth management proposition, September 2011
- Poland: "Benefits and Privileges" card for Citi Handlowy customers, September 2011
- Credit Agricole
- France: UAF Patrimoine launches UAF Autocall, a new structured bond, September 2011
- Credit Suisse
- Global: Credit Suisse launches global advertising campaign aimed at HNW individuals, September 2011
- Switzerland: Credit Suisse reaches agreement with prosecutor in German tax probe, September 2011
- US: Credit Suisse hosts a philanthropy campus in collaboration with New York University, September 2011
- US: Credit Suisse launches new market neutral exchange-traded note, September 2011
- US: Credit Suisse Private Banking USA hosts fifth annual wealth management conference, September 2011
- DBS
- Singapore: DBS formally launches DBS Treasures Private Client and unveils inaugural branding campaign targeting Asia's millionaires, September 2011
- Deutsche Bank
- Switzerland: Sal. Oppenheim sponsors the St. Moritz Polo World Cup on Snow, September 2011
- Fidelity
- US: Fidelity Charitable launches enhanced investment options, September 2011
-
Full Table of Contents is available at:
-- www.fastmr.com/catalog/product.aspx?productid=32 ..
View more research from Datamonitor at www.fastmr.com/catalog/publishers.aspx?pubid=100 ..
About Fast Market Research
Fast Market Research is an online aggregator and distributor of market research and business information. We represent the world's top research publishers and analysts and provide quick and easy access to the best competitive intelligence available.
For more information about these or related research reports, please visit our website at www.fastmr.com or call us at 1.800.844.8156.
Scope
* Gain invaluable information on competitors in one concise document; identify long-term trends using the Excel database.
* Sharpen your strategy by
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|
* Learn the Datamonitor Wealth & Investments Team's view on the most important competitor developments in the month.
Report Highlights
Activity in the wealth management industry stepped up significantly in September, with a total of 74 competitor developments recorded among the 100 wealth managers tracked. This is almost double the 12-month average of 41, and means that September is the busiest month tracked over the last year.
------------------------------------------------------------
Full Report Details at
- www.fastmr.com/prod/329392_wealth_management_com ..
------------------------------------------------------------
Product innovation and customer targeting accounted for the highest proportion of activity in September, with 32 developments out of the total of 74. There were a number of notable developments recorded during the month, particularly in customer targeting, which accounted for 15 announcements.
The largest proportion of competitor activity in September originated from North America and Western Europe, which accounted for 22 and 23 of the total 74 developments respectively. Out of the 23 stories in Western Europe, 11 were in the UK.
Reasons to Get this Report
* 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?
Companies Mentioned in this Report: Aberdeen Asset Management PLC, Agricultural Bank of China, Banca Monte dei Paschi di Siena S.p.A., Bank of America Merrill Lynch, Bank of Montreal, Bank of Nova Scotia, BBVA, BMO Financial Group, Canadian Imperial Bank of Commerce, China Construction Bank Corporation, CIMB Group Holdings Berhad, Citigroup Inc., East West Bancorp, Inc., Edel AG, Fortis, General Mills, Inc., HSBC Bank Canada, Hutchison 3G UK Limited, ING GROEP N.V., International Business Machines Corporation, Jefferies Group Inc, KBC Group NV, Macquarie Group Limited, Morgan Stanley, National Australia Bank Group Limited, National Bank of Canada, National Bank of Kuwait, Nestle SA, Pictet & Cie, Rathbone Brothers Plc, Raymond James Financial, Inc., RBC Bank (USA), SICCO Securities Public Company Limited, Societe Generale, UBS AG, United Overseas Bank
Partial Table of Contents:
OVERVIEW
- Catalyst
- Summary
- Methodology
INTRODUCTION
- The Wealth Management Competitor Tracker provides both one-month and 12-month views of developments
- 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-month and 12-month intervals
- A fully searchable database covering the past 12 months of developments is also delivered alongside the report
KEY DEVELOPMENTS IN SEPTEMBER
- Notable developments within the wealth management industry in September
- Product innovation and customer targeting: RBC Wealth is launching a multiyear global brand campaign to raise its profile among high net worth individuals
- M&A, partnerships, and organic growth: HSBC is to sell the full-service investment advisory business of HSBC Securities Canada
- Staffing: Oswald Grubel resigned as group CEO from UBS amid rogue trader debacle
- Wealth management activity in September
- There were a total of 74 developments in September
- Developments in product innovation and customer targeting accounted for 43% of the total activity in September, while staffing activity remained buoyant
- Western Europe and North America accounted for 45 of the 74 announcements made in September
PRODUCT INNOVATION AND CUSTOMER TARGETING
- ANZ
- Australia: OnePath launches a range of ANZ term deposits and enhancements on OneAnswer, September 2011
- BMO Financial Group
- Canada: BMO launches Gold Deposit Program, September 2011
- UK: Lloyd George Management launches Frontier Market equity strategies for global investors, September 2011
- Charles Schwab
- US: Charles Schwab announces a number of enhancements to the StreetSmart Edge trading platform for active traders, September 2011
- US: Charles Schwab launches a series of initiatives for the advisor community, September 2011
- CIBC
- Canada: Renaissance Investments launches inflation opportunities and Canadian All-Cap equity funds, September 2011
- Citigroup
- Hungary: Citibank launches CitiPlanner in support of its Citigold wealth management proposition, September 2011
- Poland: "Benefits and Privileges" card for Citi Handlowy customers, September 2011
- Credit Agricole
- France: UAF Patrimoine launches UAF Autocall, a new structured bond, September 2011
- Credit Suisse
- Global: Credit Suisse launches global advertising campaign aimed at HNW individuals, September 2011
- Switzerland: Credit Suisse reaches agreement with prosecutor in German tax probe, September 2011
- US: Credit Suisse hosts a philanthropy campus in collaboration with New York University, September 2011
- US: Credit Suisse launches new market neutral exchange-traded note, September 2011
- US: Credit Suisse Private Banking USA hosts fifth annual wealth management conference, September 2011
- DBS
- Singapore: DBS formally launches DBS Treasures Private Client and unveils inaugural branding campaign targeting Asia's millionaires, September 2011
- Deutsche Bank
- Switzerland: Sal. Oppenheim sponsors the St. Moritz Polo World Cup on Snow, September 2011
- Fidelity
- US: Fidelity Charitable launches enhanced investment options, September 2011
-
Full Table of Contents is available at:
-- www.fastmr.com/catalog/product.aspx?productid=32 ..
View more research from Datamonitor at www.fastmr.com/catalog/publishers.aspx?pubid=100 ..
About Fast Market Research
Fast Market Research is an online aggregator and distributor of market research and business information. We represent the world's top research publishers and analysts and provide quick and easy access to the best competitive intelligence available.
For more information about these or related research reports, please visit our website at www.fastmr.com or call us at 1.800.844.8156.
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