Product Type: Market Research Report
Published by: Datamonitor
Published: May 2007
Product Code: R313-21627Description Introduction
This tracker looks at the strategies being employed by the wealth managers to attract and keep their relationship managers, with a particular focus on poaching and initiatives to train/grow their own wealth managers.
Scope
Follows the staffing-related activities of 57 leading international wealth managers Covers wealth managers with operations worldwide, with home markets in Europe, USA and the Asia Pacific region
Highlights
The first quarter of 2007 was notable for the continuing recruitment of significant numbers of staff for emerging markets, including the Middle East and Asia, with Deutsche Bank appointing a new Chairman and Head of Wealth Management in Asia-Pacific, while Morgan Stanley strengthened its Latin American operations with a new team. In developed markets staff were recruited to more specialist positions, such as Bank of America's Family Wealth Advisors Team. Barclays Wealth also recruited a large contingent with the aim of rapidly developing its business in a number of areas, as Northern Trust shook up its senior management landscape.
Reasons to Purchase
Keep up to date with the latest developments in staffing in the wealth management industry around the world Keep abreast of the key trends and issues surrounding the area of staff recruitment on a quarterly basis
Table of Contents
- The Roundup
- Staffing
- The Developments
- ABN AMRO
- Bank of America
- Barclays
- BNP Paribas
- Citigroup
- Credit Suisse
- Deutsche Bank
- Julius Baer
- Mellon Financial Corp.
- Morgan Stanley
- Northern Trust
- St George
- Wachovia
- APPENDIX
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
- The Roundup
- Staffing
- The Developments
- ABN AMRO
- ABN AMRO cut staff in North America - December 06
- Bank of America
- Bank of America introduces Family Wealth Advisors Team - February 07
- Barclays
- Head of Research and Strategy appointed by Barclays Wealth - March 07
- Ravi Bulchandani joins Barclays Wealth to lead Alternative Investments - March 07
- Barclays Wealth appoints CEO/Director General to its Monaco Private Banking arm - March 07
- Barclays Wealth has new MD for its Middle East private banking operation - March 07
- Torben Nielsen to head Balance Sheet department at Barclays Wealth - March 07
- Mireia Sitjas-Montaner appointed to lead Foreign Exchange at Barclays Wealth - February 07
- Barclays Wealth looks to Middle East expansion with private banker appointments - January 07
- New Chief Operating Officer for Barclays Wealth - January 07
- Barclays Wealth has new head for Swiss operation - January 07
- New Segment Leader for Barclays Wealth international private client operation - December 06
- BNP Paribas
- BNP Paribas appointed a Structured Product Sales Head - December 06
- Citigroup
- Citigroup declare Todd Thomson's departure as Head of Global Wealth Management Division - January 07
- Credit Suisse
- Stewart W. Brenner named Regional Head of Market of Credit Suisse - February 07
- Deutsche Bank
- Deutsche Bank has new Regional Executive for its US wealth management business - February 07
- New Chairman and Head of Wealth Management for Deutsche Bank in Asia-Pacific - February 2007
- Julius Baer
- Julius Baer hires three senior private bankers for Eastern Mediterranean Market - March 07
- Mellon Financial Corp.
- Mellon Financial appoints new leaders to private wealth management operations in Conneticut - February 07
- Mellon Financial announces new Senior Sales Director for Providence wealth management team - February 07
- Mellon Financial appoints sales manager to private wealth mortgage group - February 07
- Mellon Financial appoints Vice-President for wealth management in Central Pennsylvania - January 07
- Mellon Financial appoints Sales Director for wealth management in LA - January 07
- Morgan Stanley
- New MD and Head of Strategic Analytics, Modeling, and Systems for Morgan Stanley - February 07
- Morgan Stanley to strengthen private wealth management in Latin America with new team - January 07
- Morgan Stanley announces its approval for five new professional designations for financial advisors - March 07
- Northern Trust
- Northern Trust has new client relationship manager - March 07
- New President and CEO for Northern Trust - Ohio - February 07
- Northern Trust gains new head of private banking in Wisconsin - February 07
- Northern Trust has new appointee in real estate team - January 07
- Northern Trust appoints new Head of Wealth Management - December 06
- Northern Trust adds to wealth management team in Boston - December 06
- Northern Trust appoints new President of Northern California region - December 06
- St George
- St. George CIO retirement triggers reorganization - March 07
- Wachovia
- Wachovia announces new Client Partnership director - December 06
- APPENDIX
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
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