Abstract
Overview
Introduction
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
- 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
Report Highlights
Novel targeting practices also include attempting to attract customer base
that is currently growing fast, as is the case with JP Morgan' s launch of its
Private Equity Fund Services business, based in the UK but offering fund
administration and portfolio administration to both European and Middle
Eastern private equity firms
There was a great deal of product innovation in evidence in this quarter,
driven in part by regulatory changes in certain areas and partly by growing
interest in certain asset classes. In Spain, regulatory changes governing
alternative investments sold in the domestic market meant that BBVA launched a
venture capital fund of funds this quarter.
Reasons to Purchase
- 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
Table of Contents
- The Roundup
- Customer Targeting
- Product Innovation
- The Developments
- ABN AMRO
- ANZ
- AXA
- AXA company Winterthur targets high net worth individuals with new BGI
pension funds (Product Innovation) - May 2007
- Banca del Gottardo
- Bank of America
- Bank of America targets HNW clients with new credit card (Customer
Targeting) - June 2007
- Bank of Tokyo Mitsubishi UFJ
- Barclays
- Barclays targets affluent individuals with Premier service in France
(Customer Targeting) - June 2007
- BBVA
- BBVA and Schroders joint venture introduces a hedge fund of funds
(Product Innovation) - April 2007
- BBVA launches venture capital fund of funds with EUR10 minimum
investment (Product Innovation) - June 2007
- Bessemer Trust (whole business)
- BNP Paribas
- Citigroup
- Citibank introduces DWS Investment' s Shari' ah-compliant funds to
Bahrain (New Product / Customer Targeting) - May 2007
- Renminbi investment products launched by Citibank China (Product
Innovation) - May 2007
- Citibank introduces new Birla Sun Life India-based fund (Customer
Targeting) - May 2007
- BlackRock offshore funds launched by Citibank Hungary (Product
Innovation) - May 2007
- Commerzbank
- Credit Agricole
- Credit Suisse
- Advanced Prime platform for hedge funds launched by Credit Suisse
(Product Innovation) - June 2007
- More private banking services available from Credit Suisse in Russia
(Product Innovation and Customer Targeting) - May 2007
- New Credit Suisse product allows investment in bond funds (Product
Innovation) - May 2007
- Credit Suisse makes hedge fund advisory service available globally
(Customer Targeting) - May 2007
- DBS
- Deutsche Bank
- Deutsche Bank announces a range of Exchange Traded Funds (Product
Innovation) - June 2007
- Deutsche Bank widens scope of aXess structured equity products to
include GCC markets (Product Innovation) - April 2007
- Hedge fund product offered to retail investors in Australia by
Deutsche Bank (Product Innovation) - April 2007
- Dexia
- Fortis
- Fortis Private Banking to offer clients Standard & Poor' s fund
research (Product Innovation) - April 2007
- Goldman Sachs
- Goldman Sachs Asset Management launches two new fund-of-funds (Product
Innovation) - April 2007
- Gruppo Banco Popolare di Verona e Novara (BPVN)
- Hang Seng
- Hang Seng China-B Share Focus Fund made available to retail customers
(Customer Targeting) - June 2007
- HBOS
- Henderson Global Investors
- Henderson Global Investors introduce Asian dividend income fund in
Singapore (Customer Targeting) - April 2007
- Henderson Global Investors to launch new investment company (Product
Innovation) - June 2007
- HSBC
- ING
- Intesa Sanpaolo
- Intesa Sanpaolo launches new ten-year benchmark Eurobond (Product
Innovation) - May 2007
- Investec
- JP Morgan Chase
- JP Morgan launches new investment tools (Product Innovation) - April
2007
- JP Morgan launches private equity fund services in UK (Customer
Targeting) - May 2007
- Julius Baer
- Julius Baer launches new regional emerging market fund (Product
Innovation) - April 2007
- KBC
- Lloyds TSB
- Mellon Financial Corp.
- Boston Company Asset Management launches 130/30 strategy (Product
Innovation) - April 2007
- Mellon launches Australian Equity Long/Short Trust (Product
Innovation) - May 2007
- Merrill Lynch
- Merrill introduces the ML LifeStyle Index (Product Innovation) - April
2007
- Mizuho Holdings Inc.
- Monte Paschi di Sienna (MPS)
- Morgan Stanley
- Morgan Stanley to offer electronic trading access via Bloomberg
Tradebook (Product Innovation) - April 2007
- Morgan Stanley Investment Management launches Morgan Stanley Emerging
Markets Domestic Debt Fund, Inc. (Product Innovation) - April 2007
- National Australia Bank (NAB)
- Nordea
- Northern Trust
- OCBC
- Pictet & Cie
- Pictet & Cie introduce a Clean Energy Fund (Product Innovation) -
April 07
- PNC
- RBC Financial Group
- RBS
- Sal. Oppenheim
- Santander
- Sarasin
- Schroders
- Société Générale
- St George
- Standard Chartered
- UBS
- UniCredit
- Union Bancaire Priv (UBP)
- United Overseas Bank (UOB)
- Vontobel
- Wachovia
- Westpac
- APPENDIX
- Methodology
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
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