Innovations in the Wealth Management Marketing Mix 2006

[Amy Cole]

I enclose details of our latest Wealth Management Marketing Report.   
   
This brief examines innovative marketing strategies in wealth management, covering product offerings, marketing promotions, and distribution channels. Each chapter gives a brief summary of the current standard in that area of marketing before discussing some of the most recent innovations from leading competitors.   
   
Scope of this title:   
   
- Covers major innovative strategic moves or developments in each area in wealth management over more than a year   
   
- Covers a wide range of global and UK competitors, including some niche players   
   
Highlights of this title:   
   
Philanthropy has long been popular with clients, and some wealth managers are beginning to take a more serious look at helping their clients help others, not just their immediate family. Ethical investment is newer, and its development has been spurred by increasing client awareness of the geopolitical and environmental impact of their wealth.   
   
Using the commodities market as a platform for innovative products is an effective way of diversifying clients portfolios away from equity while allowing them to invest in movements in a market. This is important as the commodities market tends to negatively correlate with equities and bonds, thus improving the risk profile of most portfolios.   
   
Reasons to order your copy:   
   
- Keep up to date with competitors moves in marketing and promotion   
   
- Assess the success of marketing or innovative strategies using the benchmark of competitors experiences   
   
For a complete index of this report click on:   
http://www.researchandmarkets.com/product/99aff2/innovations_in_the_wealth_management   
   
Report Index:   
   
Chapter 1   
Introduction    
Overview 7   
   
Chapter 2   
Products    
Introduction 8   
Current standard offerings 8   
Innovative products 9   
Niche targeted products are being developed in response to the changing profile of home markets 9   
Some innovation is driven by regulatory or legal changes 11   
Emerging economies offer possibilities for innovative product development 13   
Eye-catching products are an innovative way of attracting attention in a new or developing market 14   
Stand-out ethical and philanthropic products are becoming increasingly popular with clients and wealth managers alike 15   
Short term products with large returns prove to be eye-catching 17   
Commodities offer a new direction 18   
Developing the uses of hedge funds can create new areas of innovation 20   
Innovative products from the retail bank aimed at affluent clients can broaden the client base of the private bank 21   
   
Chapter 3   
Marketing    
Introduction 22   
Current standard offerings 22   
Innovative offerings 22   
Links with media organizations offer new channels of communication 22   
Unifying brand is the key response to an increasingly complex market internationally 24   
Innovative uses of technology can act as an effective and cost-efficient showcase for a wealth manager 25   
Openness about business practice can also be developed offline 26   
Effective promotion to the families of wealthy clients will have a long term pay-off for wealth managers 26   
   
Chapter 4   
Distribution    
Introduction 29   
Current standard offering 29   
Innovative offerings 29   
Specialist 'all-in-one' centers for clients can be a focal point for client contact 29   
Establishing a strong regional presence in strategically important areas opens up a new potential client base 30   
Establishing a strong base in a market of growing importance is a vital element of distribution 31   
In emerging markets, partnerships can offer local players sophisticated solutions their newly wealthy clients need 32   
Entry strategies into markets that are currently restricted require creative placement 33   
Being the first to target a new niche in a well-established market gives an inbuilt advantage 34   
   
APPENDIX    
Further Reading 35   
Global Wealth Management SPP 35   
Asia Pacific Wealth Management SPP 36   
Savings and Investments SPP 37   
SPP writing team 37   
   
Pricing:   
Electronic : EUR 1814   
Site License : EUR 1995   
Enterprisewide : EUR 3627   
   
Ordering - Three easy ways to place your order:   
   
1] Order online at http://www.researchandmarkets.com/product/99aff2/innovations_in_the_wealth_management   
   
2] Order by fax: Print an Order form from http://www.researchandmarkets.com/product/99aff2/innovations_in_the_wealth_management and Fax to +353 1 4100 980   
   
3] Order by mail: Print an Order form from http://www.researchandmarkets.com/product/99aff2/innovations_in_the_wealth_management and post to Research and Markets Ltd. Guinness Center, Taylors Lane, Dublin 8. Ireland.   
   
   
Related Reports also available from Research and Markets:   
   
New Family Office: Strategies for Consulting to the Affluent - http://www.researchandmarkets.com/product/99aff2/new_family_office_strategies_for_consulting   
   
Integrated Wealth Management: The New Direction for Portfolio Managers - http://www.researchandmarkets.com/product/99aff2/integrated_wealth_management_the_new   
   
Wealth Management in the Middle East - http://www.researchandmarkets.com/product/99aff2/wealth_management_in_the_middle_east   
   
The UK Wealth Management And Private Banking Market Outlook: Optimising Customer Value In A Demanding Marketplace - http://www.researchandmarkets.com/product/99aff2/the_uk_wealth_management_and_private_banking   
   
The Wealth Management Super League - http://www.researchandmarkets.com/product/99aff2/the_wealth_management_super_league   
   
Wealth Management in the United States - http://www.researchandmarkets.com/product/99aff2/wealth_management_in_the_united_states   
   
Wealth Management in Asia-Pacific - http://www.researchandmarkets.com/product/99aff2/wealth_management_in_asiapacific   
   
The future of the wealth management business model - http://www.researchandmarkets.com/product/99aff2/the_future_of_the_wealth_management_business   
   
   
Thank you for your consideration.   
   
   
   
Best Regards,   
   
Amy Cole   
Senior Manager   
Research and Markets Ltd   
amy.cole na researchandmarkets.com   
   
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