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

1. Wealth Management Competitor Tracker: April 2011
Phone: +44 20 8123 2220
Fax: +44 207 900 3970
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2. Phone: +44 20 8123 2220
http://marketpublishers.com
Wealth Management Competitor Tracker: April 2011
Datamonitor
Date: Jun, 2011
Pages: 27
Price: US$ 2,795.00
ID: W240C974B0FEN
Introduction
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
Features 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 Team's view on the most important competitor
developments in the month.
Highlights
Wealth management activity was limited in April, with a total of 27 developments. Although this was above
the 12-month average, it can be considered as a subdued performance considering that Datamonitor has
recently 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 the
month was DBS China's 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 of
Citibank's new services for mass-affluent clients and LGT Bank gaining a full banking license from the
Hong Kong Monetary Authority
Your 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 Content
OVERVIEW
Catalyst
Summary
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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 APRIL
Notable 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 2011
Wealth 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 Pacific
PRODUCT INNOVATION AND CUSTOMER TARGETING
Barclays
UK: Barclays Wealth International launches Barclays Wealth iInvest, April 2011
Citibank
Argentina: Citi launches a magazine for Citigold customers, April 2011
Asia Pacific: Citibank launches new services for emerging affluent banking clients, April 2011
M&A, PARTNERSHIPS, AND ORGANIC GROWTH
Bendigo and Adelaide Bank
Australia: Bendigo and Adelaide Bank launch a new wealth management division, April 2011
Citigroup
Hong Kong: Citibank opens five branches in Causeway Bay, April 2011
Crédit Agricole
Hong Kong: Crédit Agricole Suisse is granted a full banking license, April 2011
DBS
China: DBS China plans to establish 50 branches by 2012, April 2011
Dexia
Slovakia: Dexia finalizes the sale of Dexia banka Slovensko to Penta, March 2011
Goldman Sachs
Australia: Goldman Sachs to acquire the remaining 55% of Goldman Sachs & Partners Australia Group
Holdings, April 2011
HSBC
Hong Kong: Hang Seng and Industrial Bank sign a memorandum of understanding, March 2011
LGT
Wealth Management Competitor Tracker: April 2011 3

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Hong Kong: LGT obtains a full banking license, April 2011
Germany: LGT and Deutsche Bank terminate negotiations with BHF Bank, April 2011
Mashreq Bank
UAE: Mashreq opens its 54th branch, April 2011
Morgan Stanley
India: Morgan Stanley announces the opening of a private wealth management branch, March 2011
Santander
Poland: Banco Santander completes the acquisition of Bank Zachodni, March 2011
Bank Sarasin
Germany: Bank Sarasin plans to open its fourth office, March 2011
Schroders
Singapore: Schroders receives a banking license from the Monetary Authority of Singapore, April 2011
STAFFING
Barclays
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 2011
Deutsche Bank
Middle East and Africa: Deutsche Bank appoints Serene El Masri to its private wealth management
business, April 2011
Julius Baer
Switzerland: Bernhard Hodler appointed as the new chief operating officer, March 2011
KBC
UK: Brown Shipley announces senior appointments, April 2011
Morgan Stanley
Asia Pacific: Morgan Stanley announces the appointment of co-CEOs, March 2011
Rothschild
Switzerland: Rothschild appoints head of UHNW Clients, March 2011
US Bank
US: US Bank Wealth Management appoints head of investment management, March 2011
APPENDIX
Methodology
Further reading
Ask the analyst
Datamonitor consulting
Disclaimer
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