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Innovations in the Wealth Management Marketing Mix 2006
Datamonitor, March 2006, Pages: 37


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This brief examines innovative marketing strategies in wealth management, covering product offerings, marketing promotions, and distribution channels. Each chapter gives a brief summary of the current standard in that area of marketing before discussing some of the most recent innovations from leading competitors.

Scope of this title:
- Covers major innovative strategic moves or developments in each area in wealth management over more than a year
- Covers a wide range of global and UK competitors, including some niche players

Highlights of this title:
Philanthropy has long been popular with clients, and some wealth managers are beginning to take a more serious look at helping their clients help others, not just their immediate family. Ethical investment is newer, and its development has been spurred by increasing client awareness of the geopolitical and environmental impact of their wealth.

Using the commodities market as a platform for innovative products is an effective way of diversifying clients portfolios away from equity while allowing them to invest in movements in a market. This is important as the commodities market tends to negatively correlate with equities and bonds, thus improving the risk profile of most portfolios.

Reasons to order your copy:
- Keep up to date with competitors moves in marketing and promotion
- Assess the success of marketing or innovative strategies using the benchmark of competitors experiences



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