Wealth Management Competitor Monitor : February 2011

• Publication date: March 2012

About This Report The Wealth Management Competitor Tracker provides expert analysis and opinion on the strategic moves of leading competitors in the wealth management space. Produced on a monthly basis, the Tracker is a global product and covers 100 players across Asia-Pacific, Europe, the Middle East & Africa, North America and South America. Competitors tracked include Barclays, Scotiabank and Citibank. What's Included ...

About This Report

The Wealth Management Competitor Tracker provides expert analysis and opinion on the strategic moves of leading competitors in the wealth management space. Produced on a monthly basis, the Tracker is a global product and covers 100 players across Asia-Pacific, Europe, the Middle East & Africa, North America and South America. Competitors tracked include Barclays, Scotiabank and Citibank.

What's Included in This Report?


* Gain invaluable information on your key competitors in one concise document, and track long-term trends using the interactive news database.

* Sharpen your strategy by implementing the best industry, product, competitor and strategic developments of leading global players.

* Learn the Datamonitor Wealth & Investments Team's view on the most important competitor developments in the month.

Key Market Facts

Activity in the wealth management market was limited in February, with a total of 34 competitor developments recorded among the 100 wealth managers tracked. This represents a fairly low level of activity compared to the same period last year.
Announcements concerning staff hires and appointments contributed to the majority of activity in February, accounting for 19 developments out of the total 34. Within the staffing category Barclays Wealth was the most active wealth manager accounting for three of the total announcements, reflecting a push to grow in the UK.
Western Europe accounted for 41% of the competitive developments that took place in February, which equates to 14 of the month's total. This is a rise on January's figure and above average for the region. The top category for competitive developments in Europe was staffing announcements.

Why Should You Buy This Report?


* Where is the competition grow ing their presence and opening new branches?

* Which competitors have experienced the most staffing changes over the last year?

* What new products and customer targeting strategies are my competitors using?

Private Banking Industry in Israel

DATAMONITOR VIEW
Catalyst
Summary
ANALYSIS
Summary
Aperol's impressive sales growth has been in direct contrast to the overall performance of the Italian spirits industry
The Italian spirits industry has been in decline since before the onset of the recession
Gruppo Campari's Aperol brand has been the star performer in its wider brand portfolio
The Aperol brand is successfully tapping into emerging general consumption trends
The Aperol brand is meeting emerging consumer taste trends
Aperol, and in particular the Aperol Spritz drink, has been ideally positioned to take advantage of health trends in the alcoholic drinks segment
Aperol has benefitted from the greater propensity among Italian consumers to pair food and alcohol
Aperol's premium positioning is resonating strongly among trading-up consumers
Aperol has looked to build brand equity through a focus on the on-trade
Gruppo Campari has actively looked to extend the reach of the Aperol brand
Aperol has embarked on range extension with the introduction of the pre-mix product Aperol Spritz
Gruppo Campari has also sought geographical expansion of the Aperol brand
Conclusions and recommendations
APPENDIX
Case study series
Methodology
Secondary sources
Further reading
Ask the analyst
Datamonitor consulting
Disclaimer