Customer acquisition and retention in European wealth management 2006 is Datamonitor's key report providing an overview of best practice across Europe, while providing data relating to the five major European markets.

• Presents the results of Datamonitor's proprietary Wealth Management Market Leaders Survey ,providing the opinions of a wide range of wealth managers
• Includes examples of best practice from major wealth managers from interviews with industry leaders


Highlights



Client entertainment can be a powerful tool for client acquisition and retention. Arranging "buddy" events that encourage non-clients to be introduced to the private bank through existing clients can work to strengthen existing relationships while laying the groundwork for future relationships.





Client bases can be significantly expanded through the development of niche products and services to appeal to a segment of the market with specific needs. Currently, successful wealth managers are targeting expatriates and property investors with products and services that meet their specialist needs.



Reasons to Purchase


• Keep in touch with the strategies of major competitors and assess their success
• Use our survey results and evaluation of the needs and views of leading wealth managers in strategic planning