Browse the complete Report Wealth Management Competitor Tracker, June 2010
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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
Overview
Catalyst
Summary
Methodology
Table of Contents
Introduction
The Wealth Management Competitor Tracker provides both one-month and 12-month views of developments
Each month, Datamonitor tracks the most relevant announcements from 55 competitors
Datamonitor's Wealth Management Team provides analysis of the key developments at both the one-month and 12-month level
A fully searchable database of the past 12 months of developments is also provided alongside the report
Key Trends and Developments in June
There were some notable developments within the wealth management industry during June
Société Générale Private Banking launched a fund with Rockefeller Financial
Vontobel Group set up a new company to provide wealth and asset management services to private US clients
In June, the wealth management market continued its spate of activities
There were a total of 22 competitor developments in June
M&A activity was predominant in the wealth market in June
Competitor activity remained strong in Europe and North America in June
Product Innovation and Customer Targeting
BBVA
BBVA launches a campaign to attract private banking customers
HSBC
HSBC Private Bank France launches the new HPWM Option Heritage equity fund
Morgan Stanley
Morgan Stanley Smith Barney to focus on wealth planning needs of LGBT Community
Société Générale
Société Générale Private Banking launches a fund with Rockefeller Financial
Vontobel
Vontobel Group sets up new company to provide wealth and asset management services to private US clients
M&A, Partnerships and Organic Growth
ABN Amro
ABN Amro Netherlands to merge with Fortis Bank Netherlands
ANZ
ANZ acquires selected RBS businesses in Indonesia
Barclays
Barclays receives commencement letter from Capital Market Authority for its business in Saudi Arabia
BNP Paribas
BNP Paribas Switzerland announces its acquisition of Fortis Banque Switzerland
BNP Paribas integrates its UK wealth management offering with Fortis Private Investment Management and Insinger de Beaufort
Intesa Sanpaolo
Intesa Sanpaolo Group sells Cassa di Risparmio della Spezia and 96 branches to Crédit Agricole Group
BNY Mellon
BNY Mellon agrees to acquire I3 Wealth Advisors of Toronto
Monte dei Paschi di Siena
Banca Monte dei Paschi di Siena sells 22 branches to Gruppo Banca Carige and 50 branches to Banca CR Firenze
PNC
PNC transfers six million customers and 1,300 branches of National City following its acquisition
Royal Bank Financial Group
RBC acquires the third-party registered investment advisor business of JPMorgan Securities
Vontobel
Vontobel opens a new branch in Basel, Switzerland
Staffing
DBS
John T. McCauley appointed regional executive for Deutsche Bank Private Wealth Management in Houston
Deutsche Bank announces the appointment of a regional head for its private wealth management division
Morgan Stanley
Morgan Stanley Wealth Management targets Latin American Markets by hiring team
RBS
RBS Coutts appoints Ex-Citi man as head of investment strategy for Asia
Sarasin
Sarasin appoints Shiv Khazanchi as managing director of its India operations
Appendix
Methodology
Further reading
Ask the analyst
Datamonitor consulting
Disclaimer
List of Tables
Table 1: The 55 companies covered by Datamonitor's Wealth Management Competitor Tracker
List of Figures
Figure 1: Wealth management activities slowed down in June
Figure 2: The majority of the developments for the month were in M&A, partnerships and organic growth
Figure 3: Europe witnessed the majority of the developments in June
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Original Source: Wealth Management Competitor Tracker, June 2010
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