Wealth Management, Q1 2007

[Amy Cole]

I enclose details of our latest wealth management reports.   
   
Title 1 : Staffing in Wealth Management, Q1 2007   
   
This tracker looks at the strategies being employed by the wealth managers to attract and keep their relationship managers, with a particular focus on poaching and initiatives to train/grow their own wealth managers.   
   
Scope of this title:   

Follows the staffing-related activities of 57 leading international wealth managers Covers wealth managers with operations worldwide, with home markets in Europe, USA and the Asia Pacific region   
   
Highlights of this title:   

The first quarter of 2007 was notable for the continuing recruitment of significant numbers of staff for emerging markets, including the Middle East and Asia, with Deutsche Bank appointing a new Chairman and Head of Wealth Management in Asia-Pacific, while Morgan Stanley strengthened its Latin American operations with a new team. In developed markets staff were recruited to more specialist positions, such as Bank of Americas Family Wealth Advisors Team. Barclays Wealth also recruited a large contingent with the aim of rapidly developing its business in a number of areas, as Northern Trust shook up its senior management landscape.   
   
Reasons to order your copy:   
Keep up to date with the latest developments in staffing in the wealth management industry around the world Keep abreast of the key trends and issues surrounding the area of staff recruitment on a quarterly basis   
   
For a complete index of this report click on:   
http://www.researchandmarkets.com/product/fac9a5/staffing_in_wealth_management_q1_2007   
   
Title 2 : Product Innovation and Customer Targeting in Wealth Management, Q1 2007   
   
This tracker covers product launches and service developments as well as marketing and product/service launches aimed at specific customer segments, such as ultra high net worths, NRIs, expats, retirees, entrepreneurs, women, etc.   
   
Scope of this title:   

Extensive research is conducted on the activities of 50 providers of wealth management products, globally 
The developments are analyzed to identify the key global trends in product development and customer targeting   
   
Highlights of this title:   

In the first quarter of 2007, several customer targeting initiatives were undertaken, with many looking to refine targeting specific client groups in emerging markets. it is unsurprising that the next step for those who have established a presence in a market is to increase the sophistication and specialisation of the services they offer. A wide range of innovations in product design were unveiled in the first quarter of 2007, with many seeking to improve existing product platforms by increasing the range of products available within them, or making more tools available.   
   
Reasons to order your copy:   
Understand and gain insight into product development in the global market 
Keep up to date with product innovations and learn from the developments made by your competitors   
   
For a complete index of this report click on:   
http://www.researchandmarkets.com/product/fac9a5/product_innovation_and_customer_targeting_in   
   
Title 3 : M&A, Partnerships and Organic Growth in Wealth Management, Q1 2007   
   
This tracker covers merger and acquisition activity globally, across the wealth management space. It also highlights the strategic partnerships, and expansion, or contraction, of existing businesses. There is also a focus on the key emerging markets, namely China, India, CEE and the Middle East.   
   
Scope of this title:   

The tracker covers the M&A and partnership activities of the largest global and regional wealth management companies 
It provides an update of each players activities in this area and a roundup chapter which offers readers a summary of key trends in that quarter 
The tracker is global in coverage, therefore encompassing market entry strategies as well as domestic M&A activity   
   
Highlights of this title:   

Mergers and acquisitions in the wealth management market are largely being undertaken in markets with a large number of very small and very large players, as consolidation of the market continues apace in developed geographies. In this quarter, a significant amount of the M&A activity occurred in the US. Partnerships revolved around achieving strategic goals in the early months of 2007, with many wealth managers seeking to partner with firms able to offer an expansion of the target client base or the existing service capability. Several strategic alliances were formed this quarter.   
   
Reasons to order your copy:   
Understand the competitor activity in your market and potential threats and opportunities 
Gain insight into your competitors strategic movements   
   
For a complete index of this report click on:   
http://www.researchandmarkets.com/product/fac9a5/ma_partnerships_and_organic_growth_in_wealth   
   
Ordering - Three easy ways to place your order:   
   
1] Order online: Click on the relevant title link above   
   
2] Order by fax: Click on the relevant title link above and follow the "Order by Fax" link   
   
3] Order by mail: Print a fax order form (see order option 2 above) and send to Research and Markets Ltd. Guinness Center, Taylors Lane, Dublin 8. Ireland.   
   
Thank you for your consideration.   
Best Regards,   
   
Amy Cole
   
Senior Manager
   
Research and Markets Ltd
   
amy.cole na researchandmarkets.com   
   
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