The Wealth Management Super
League
Category: Financial
Services
Library Code:
BFFS0552
Type: Brief
Publication Date: 28-Aug-07
Format: PDF
Pages: 25
STANDARD DESCRIPTION:
Introduction
This Strategic Insight Report assesses the issue of
organizational scale in the private wealth management market. It looks at the forces
behind the emergence of large scale international private banks and compares and
contrasts the strategic development of five of the world's largest players. It profiles
the key players and discusses their current strategies and progress.
Scope
Covers the top wealth managers globally, taking into
consideration their global assets under management and their strategic initiatives
globally Includes key financial data relating to the top wealth managers, such as
assets under management, costs and income, and comparing growth over time
Discusses major strategic issues relating to the industry in the context of the leading
wealth managers at present.
Highlights
Political and economic liberalization means that the
markets available for entry at present is larger than ever before, forcing the top tier
of wealth managers to expand to maintain their "global" status. Rapid development of
the BRIC economies, creating a significant class of wealthy individuals, makes these
markets highly attractive. UBS Wealth Management continues to be the clear leader
among global wealth managers in terms of assets under management, with over
double the AuM of its nearest rival, Credit Suisse Private Banking. With EUR880.8bn
under management, UBS WM alone holds 34% of the total value of assets under
management for the entire top ten in the super league. Some of the top players in
the wealth management super league are undergoing or have recently experienced
major changes in their organization, either as part of wider transformations of the
parent bank or in the private banking unit. In some ways, significant overhauls that
affect the private bank can be beneficial but also present challenges.
Reasons to Purchase
Provides detailed insight into the financial and strategic
performance of 5 key competitors Outlines the emerging competitive landscape,
allowing wealth managers to identify their place in the increasingly complex
competitive picture Offers a future focused view of key lessons to be learnt from the
successes and failings of the big players.
Click here to view THE TABLE OF CONTENTS
This product was added to our catalog on Saturday 01 December, 2007.