Wealth Management Competitor Tracker

Date: 2015-11

The wealth management industry is a fast-moving and competitive space, so it is vital to keep up with key developments. Our Wealth Management Competitor Tracker captures the activity of the most prominent wealth management and life and pensions companies. It provides insight and analysis into the key trends defining the space in a visual and interactive format.

– Gain invaluable insight on competitors in one concise product covering events from 2009-present.
– Sharpen your strategy by tracking product, acquisition, and staffing developments from leading global wealth managers.
– Use the dashboard to search activity by country, company, or themes such as mobile, discretionary asset management, life insurance, and HNW.
– Extract stories from the dashboard according to predefined search criteria.
– Take advantage of unique insight on industry activity and trends from our Wealth Management analysts.

– What product and customer servicing innovations are wealth managers launching around the world?
– Where is the competition expanding and opening new offices?
– Which companies are recruiting new wealth management staff and where?
– How active is Mandamp;A and organic growth in a specific region or country?

Key Highlights
Barclays is the most active company in the Wealth Management Competitor Tracker. The UK-based bank is recruiting across the globe to target wealthy clients.

Product innovation is concentrated in the US where companies such as Charles Schwab and Raymond James are launching tablet apps and establishing advisor support networks.

Staffing activity is truly global as wealth managers from around the world chase the rebalancing of the global wealth market. The US also remains active as firms fight for advisor teams.”


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