This tracker covers merger/acquisition activity globally in the wealth management space. It also highlights the strategic partnerships, and expansion (or contraction) of existing businesses.

Scope

The tracker covers the M&A and partnership activities of the largest global and regional wealth management companies; It provides an update of each player's activities in this area and a roundup chapter which offers readers a summary of key trends in that quarter; The tracker is global in coverage, therefore encompassing market entry strategies as well as domestic M&A activity.

Highlights

During the final quarter of 2007, M&A activity supported expansionary aims, primarily in Western and Eastern European markets. A number of wealth managers also pursued acquisitions in order to develop or reinforce their competence in non-core and operational areas. Compared to the previous quarter, M&A activity in emerging markets was muted, with only SEB and Merrill Lynch / TRUST making forays into Ukraine and Russia, respectively. Partnership activity during the quarter was limited to Europe and Japan while market entry or expansion through organic growth initiatives favoured European markets, with some activity also reported in the Middle East and Asia.

Reasons to Purchase

Understand the competitor activity in your market and potential threats and opportunities; Gain insight into your competitor's strategic movements.