Introduction The financial crisis has wrought significant changes in the Wealth Management Super League, with dramatic shifts in the rankings that existed pre-financial crisis. Here, Datamonitor puts the world's largest wealth mangers under the microscope to examine their recent performance, as well as their future outlook. We also look at four of the industry's rising stars, such as DBS, Julius Baer and RBC. Features and benefits Use the competitive benchmarking of the top 10 wealth managers to compare performance across a number of metrics. Benefit from in-depth competitor profiles of the top 10 players, examining financial performance, key strategies and future outlook. Learn more about some of the industries brightest rising stars and their strategies for success.
Highlights At the end of 2006 UBS was the world's largest wealth manager followed by Credit Suisse, Goldman Sachs, Citigroup's Smith Barney, and HSBC. By 2010, UBS and Credit Suisse were still the top two players, but their fortunes over that period differed greatly. Bank of America's Global Wealth & Investment Management division is the largest non-Swiss wealth manager in the world, with more than $2.0tn in client balances and over 21,500 client-facing associates. Julius Baer had $180.4bn in AUM at year-end 2010, up 10.5% on the previous year. In H1 2011, AUM declined to $176.0bn, drawing attention to the volatile global markets. The Swiss bank is dedicated to its "pure-play" wealth management business model, and is the fifth largest private bank in Switzerland. Your key questions answered Who are the world's largest wealth managers by AUM? How have the world's largest wealth managers fared since the financial crisis and what is their future outlook? Who are the most exciting competitors to watch and potential future members of the Wealth Management Super League.
Contains 190 pages and 110 tables/figures.
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