This monthly tracker covers product innovation, customer targeting, M&A, partnerships, organic growth, and staffing activity globally in the wealth management space.
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- 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
CatalystSummaryMethodologyTable of ContentsIntroductionThe Wealth Management Competitor Tracker provides both one-month and 12-month views of developmentsEach month, Datamonitor tracks the most relevant announcements from 55 competitorsDatamonitor’s Wealth Management Team provides analysis of the key developments at both the one-month and 12-month levelA fully searchable database of the past 12 months of developments is also provided alongside the reportKey Trends and Developments in JuneThere were some notable developments within the wealth management industry during JuneSociété Générale Private Banking launched a fund with Rockefeller FinancialVontobel Group set up a new company to provide wealth and asset management services to private US clientsIn June, the wealth management market continued its spate of activitiesThere were a total of 22 competitor developments in JuneM&A activity was predominant in the wealth market in JuneCompetitor activity remained strong in Europe and North America in JuneProduct Innovation and Customer TargetingBBVABBVA launches a campaign to attract private banking customersHSBCHSBC Private Bank France launches the new HPWM Option Heritage equity fundMorgan StanleyMorgan Stanley Smith Barney to focus on wealth planning needs of LGBT CommunitySociété GénéraleSociété Générale Private Banking launches a fund with Rockefeller FinancialVontobelVontobel Group sets up new company to provide wealth and asset management services to private US clientsM&A, Partnerships and Organic GrowthABN AmroABN Amro Netherlands to merge with Fortis Bank NetherlandsANZANZ acquires selected RBS businesses in IndonesiaBarclaysBarclays receives commencement letter from Capital Market Authority for its business in Saudi ArabiaBNP ParibasBNP Paribas Switzerland announces its acquisition of Fortis Banque SwitzerlandBNP Paribas integrates its UK wealth management offering with Fortis Private Investment Management and Insinger de BeaufortIntesa SanpaoloIntesa Sanpaolo Group sells Cassa di Risparmio della Spezia and 96 branches to Crédit Agricole GroupBNY MellonBNY Mellon agrees to acquire I3 Wealth Advisors of TorontoMonte dei Paschi di SienaBanca Monte dei Paschi di Siena sells 22 branches to Gruppo Banca Carige and 50 branches to Banca CR FirenzePNCPNC transfers six million customers and 1,300 branches of National City following its acquisitionRoyal Bank Financial GroupRBC acquires the third-party registered investment advisor business of JPMorgan SecuritiesVontobelVontobel opens a new branch in Basel, SwitzerlandStaffingDBSJohn T. McCauley appointed regional executive for Deutsche Bank Private Wealth Management in HoustonDeutsche Bank announces the appointment of a regional head for its private wealth management divisionMorgan StanleyMorgan Stanley Wealth Management targets Latin American Markets by hiring teamRBSRBS Coutts appoints Ex-Citi man as head of investment strategy for AsiaSarasinSarasin appoints Shiv Khazanchi as managing director of its India operationsRelated Reports
