This tracker covers product launches and service developments as well as marketing and product/service promotions 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 services, globally; The developments are analyzed to identify the key global trends in product development and customer targeting.

Highlights

Product development initiatives reported during the quarter focused heavily on alternative investments and indices, with some activity also related to the development of mutual funds and wealth managers' portfolio management capability. Among alternative asset classes, several wealth managers focused on developing their capital protected and structured product ranges. Customer targeting efforts during the quarter focused on building HNW client bases by offering enhanced unified managed accounts (Bank of America and Morgan Stanley) and integrated services (Citibank Malysia's Citigold Global Access, offering a range of preferential and free services).

Reasons to Purchase

Keep up to date with product innovations and learn from the developments made by your competitors; Gain insight into product development in the global market.