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subject: Wealth Management Competitor Tracker, February 2010 --- Aarkstore Enterprise [print this page]

IntroductionIntroduction

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

PRODUCT INNOVATION AND CUSTOMER TARGETING 3

Barclays 3

Barclays Wealth launches 'Family Business Forum' 3

BNY Mellon 3

BNY Mellon launches Nexus Execution Services 3

Citi 3

Citigold launches wealth management services for Citibank savings clients 3

Citigold provides lunar New Year special offers 4

Citigold opens Citibank Lounge at the Prague airport 4

Citi Advance opens a new branch 4

Credit Suisse 4

Credit Suisse introduces new exchange traded notes 4

Goldman Sachs 5

Goldman Sachs Asset Management launches a new fund 5

HSBC 5

HSBC launches personal banking for emerging mass affluent segment 5

UBS 6

UBS Global Asset Management launches new tax management overlay 6

Wells Fargo 6

Wells Fargo introduces a new retirement site 6

M&A, PARTNERSHIPS AND ORGANIC GROWTH 8

ABN Amro 8

ABN Amro Holding announces demerger of ABN Amro and RBS 8

ANZ 8

ANZ to expand in Chongqing 8

BBVA 8

BBVA Compass converts and rebrands Guaranty branches 8

Citi 9

Citibank inaugurates a financial center in Dubai 9

Citi announces expansion plans in China 9

Citigroup opens six branches in Hong Kong 9

Citi opens a new branch at WestEnd shopping mall in Budapest 10

Commerzbank 10

Commerzbank sells its shareholding in Privatinvest Bank 10

Commerzbank completes the sale of Dresdner Bank 10

Crdit Agricole 10

Crdit Agricole plans to increase its network in Italy 10

Crdit Agricole plans for the sale of Credit Uruguay Banco 10

Crdit Agricole announces rebranding of Calyon 10

DBS 11

DBS opens its headquarters in Shanghai 11

DBS Bank partners with Knight Frank to introduce real estate solutions 11

Great Western Bank 11

Great Western Bank purchases F&M Bank 11

Hang Seng 11

Hang Seng launches the first cross-city sub-branch 11

HSBC 12

HSBC opens new branches in US 12

ING 12

ING completes the sale of its private banking business in Asia 12

Intesa Sanpaolo 12

Intesa Sanpaolo announces the listing process of Banca Fideuram 12

JPMorgan 12

JPMorgan opens a new branch in Abu Dhabi 12

JPMorgan announces the expansion of its fixed income business in Poland 13

OCBC 13

OCBC launches Bank of Singapore 13

Sarasin 13

Sarasin closes the sale of Colombo Gestioni Patrimoniali 13

Socit Gnrale 13

Socit Gnrale Group and Interros plan to merge Socit Gnrale Russian subsidiaries 13

TCW completes MetWest acquisition 14

Standard Chartered 14

Standard Chartered Malaysia expands and relocates branch 14

STAFFING 15

ANZ 15

ANZ appoints Wendy Lim 15

Bank of America 15

US Trust appoints Thong Nguyen and Chris Heilmann 15

Bank of America Global Wealth and Investment Management appoints Kunal Kamlani 15

Bank of America Merrill Lynch appoints Sam Chapin and Todd Kaplan 16

Barclays 16

Barclays Wealth appoints Ruth Davis 16

Barclays Wealth appoints three new investment representatives 16

For more information, please visit :

http://www.aarkstore.com/reports/Wealth-Management-Competitor-Tracker-February-2010-52784.html

by: Aarkstore Enterprise

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