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KBL and Tilney case studies: becoming a successful small private wealth manager

Product Type: Market Research Report
Published by: Datamonitor
Published: November 2005
Product Code: R313-12546
Description
This report focuses on two private wealth management companies, KBL Group European Private Bankers and Tilney Investment Management, focusing on how they have developed initiatives to succeed in an increasingly competitive marketplace.
Table of Contents
TABLE OF CONTENTS

ABOUT DATAMONITOR 2

WHAT IS THIS REPORT ABOUT? 3

INTRODUCTION 7

CASE STUDY 8

KBL Group European Private Bankers 8

KBL has built an extensive network of private banks 8

KBL is positioning itself as a unique alternative to multi-sector international financial services firms 9

KBL operates a federal control structure 9

KBL’s approach should strongly appeal to independently minded boutique private banks 10

Tilney Investment Management 11

Tilney has proactively addressed its more limited financial resources and the costs of back office administration 11

Tilney has sought to boost scale through selective acquisitions 12

Tilney has focused its energies on key product growth areas… 12

CONCLUSIONS 14

RESEARCH METHODOLOGY 15

RELATED RESEARCH 16





LIST OF FIGURES

Figure 1: KBL logo 9

Figure 2: C. KBL's UK subsidiary, Brown Shipley logo 10

Figure 3: Tilney Investment Management logo 11





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