Product Innovation and Customer Targeting in Wealth Management, Q1 2007: Industry

Product Innovation and Customer Targeting in Wealth Management, Q1 2007

Product Type: Market Research Report
Published by: Datamonitor
Published: May 2007
Product Code: R313-21626

Description

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

Highlights

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 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; Bessemer Trust; Bank of America; Barclays Wealth; Barclays; Citigroup; Lloyds TSB; Mellon; Morgan Stanley; OCBC; Société Générale
APPENDIX: Methodology; Further reading; Ask the analyst; Datamonitor consulting; Disclaimer
The Roundup: Customer Targeting; Product Innovation
The Developments: ABN AMRO; ABN AMRO enter virtual world (Product Innovation) - December 06; Bessemer Trust; Bessemer Trust moves to attract business owners (Customer Targeting) - February 07; Bank of America; Wealth in the southern US targeted by Bank of America (Customer Targeting) - February 07 and March 07; Barclays Wealth; Barclays Wealth embarks on expansive targeting (Customer Targeting) - March 07; Barclays; Barclays provides bespoke tools for intermediaries to tap the overseas mortgage market (Product Innovation) - March 07; Citigroup; New relocation service from Citibank eases the strain of executive relocation (Product Innovation) - March 07; Citi teams up with BlackRock in Australia to offer discretionary managed products (Product Innovation) - March 07; Citigold woos new customers in South Korea and Bahrain (Customer Targeting) - February 07; Pioneering new investment services for Russian CitiGold clients offer a ""World of Opportunities"" (Product Innovation) - Feb 07; Lloyds TSB; First banking ""superstore"" for international customers launched by Lloyds TSB (Customer Targeting) - January 07; Mellon; Mellon strengthens high end mortgage business team as it targets wealthy homeowners in the US (Customer Targeting) - February 07; Morgan Stanley; Morgan Stanley pioneers its enhanced Custom Portfolio (Product Innovation) - March 07; OCBC; OCBC Bank launches investment-linked policy to meet legacy banking needs (Product Innovation) - January 07; Société Générale; Société Générale Corporate & Investment Banking adds New Energy Protected Fund to Adequity range (Product Innovation) - March 07
APPENDIX: Methodology; Further reading; Ask the analyst; Datamonitor consulting; Disclaimer

Ordering and More Information

Price and Delivery Options

MindBranch has been the leading provider of industry and investment research from more than 550 independent research firms since 1992. With over 90,000 market research reports, MindBranch is your trusted source of competitive business intelligence.