Wealth Management Competitor Tracker, May 2010 --- Aarkstore Enterprise

Introduction

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.

Table of Contents :

Overview 1

Catalyst 1

Summary 1

Methodology 1

Table of Contents 2

Introduction 3

The Wealth Management Competitor Tracker provides both one month and 12 month views of developments 3

Each month, Datamonitor tracks the most relevant announcements from 55 competitors 3

Datamonitor's Wealth Management Team provides analysis of the key developments at both one month and 12 month intervals 3

A fully searchable database of the past 12 months of developments is also delivered alongside the report 4

Key Trends and Developments in May 5

There were some notable developments within the wealth management industry during May 5

Hinduja Group acquires KBL European Private Bankers 5

Socit Gnrale Private Banking partners with Komern banka 5

In May, the wealth management market continued its spate of activity 6

There were a total of 28 competitor developments in May 6

M&A activities were predominant in the wealth market in May 6

Competitor activity remained strong in Europe and North America in May 7

Product Innovation and Customer Targeting 9

Bank of America 9

US Trust initiates an advertising campaign for affluent customers 9

Barclays 9

Barclays Wealth introduces new FTSE returns product 9

Barclays Wealth reissues Emerging Markets Optimiser 9

Barclays Wealth re-launches its Defined Returns Plan 10

Barclays Wealth reissues Super Tracker with two options 10

Morgan Stanley 10

Morgan Stanley organizes a conference for the lesbian, gay, bisexual and transgender (LGBT) community 10

National Australia Bank 10

MLC Insurance introduces an income protection insurance for affluent customers 10

M&A, Partnerships and Organic Growth 11

ABN Amro 11

ABN AMRO opens a new branch in New York to cover three time zones 11

Australia and New Zealand Bank 11

ANZ launches a new sub-branch in Japan 11

ANZ receives approval to establish Chongqing branch 11

Barclays 12

Barclays Wealth expands its presence in Italy 12

Banco Bilbao Vizcaya Argentaria 12

BBVA strengthens its presence in Uruguay with the purchase of Crdit Uruguay Banco 12

HSBC 12

HSBC opens a new branch in Virginia 12

JPMorgan Chase 12

Chase continues to expand in California 12

KBC 12

Hinduja Group acquires KBL European Private Bankers 12

Great Western Bank 13

Great Western Bank acquires 10 F&M Bank-Iowa branches 13

Sarasin 13

Bank Sarasin closes its Spanish subsidiary 13

Socit Gnrale 13

Socit Gnrale Private Banking partners with Komern banka 13

Socit Gnrale Private Banking opens regional centers outside Paris 13

UBS 14

UBS plans to acquire Link Investimentos 14

Staffing 15

Barclays 15

Barclays Wealth expands its team in Africa 15

Citigroup 15

Citigroup appoints Rudolf Hitsch 15

Deutsche Bank 15

Deutsche Bank announces appointments within its North Asia wealth planning team 15

HSBC 16

HSBC expands premier business team in Washington 16

Mellon Financial Corporation 16

BNY Mellon appoints head of wealth management unit 16

Morgan Stanley 16

Morgan Stanley Private Wealth Management expands team for Latin American markets 16

For more information, please visit :

http://www.aarkstore.com/reports/Wealth-Management-Competitor-Tracker-May-2010-52657.html

by: Aarkstore Enterprise

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