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Thursday, November 28, 2013

Affluent Investing - UK - November 2013 Available At MarketResearchReportsBiz

Affluent Investing - UK - November 2013

Three quarters of affluent consumers are saving for their retirement, which is a much higher proportion than across the wider population. For wealth management firms, promoting SIPPPs and other pension products should be an important strategy in a bid to capitalise on the demand for retirement savings – and thus capture potential clients.

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Table of Content

Report scope and definitions
Key sources

Executive Summary:-

The market
Industry revenues expected to grow in 2013 and following five years
Figure 1: Forecast of wealth management industry revenues – fan chart, 2008-18
Segment performance
Discretionary management leads the way
Figure 2: Investment assets held by wealth managers, by mandate type, 2008-12
Portfolio composition
Market factors
Economic recovery finally getting underway
FTSE 100 performing well
The FCA announced a supervision model for the wealth management industry
Impact of the RDR
Companies, brands and innovation
Coutts overtake Barclays to take top spot
Adspend on wealth management products and services down by 8% in 2012/13
The consumer
Investment portfolio
Figure 3: Saving and investment product ownership, August 2013
Saving and investing goals
Figure 4: Saving and investment goals, August 2013
Investment decisions
Figure 5: Investment management and decision making, August 2013
Sources of financial advice
Figure 6: Sources of advice when taking out an investment product, August 2013
Awareness of RDR changes
Figure 7: Consumer awareness of RDR changes, August 2013
What we think

Issues in the Market
How is the RDR affecting the wealth management industry?
What drives saving and investing activity among affluent consumers?
How can firms target the affluent consumers of the future?
Could advertising play a bigger role in the wealth management sector?

Trend Application
Rising to the top
Short-term pain for long-term gain
Mintel futures: Old Gold

Market Drivers
Key points
Market indices performing well in 2013
Figure 8: FTSE 100 and FTSE All-Share – daily index movements, January 2005-August 2013
Market capitalisation up by 15% in 2012
Figure 9: Market capitalisation of global stock exchanges, by region, 2009-13
UK economy showing signs of recovery
Figure 10: UK quarterly GDP growth, Q1 2006-Q3 2013
Consumer confidence continues to grow
Figure 11: UK consumer confidence, January 1989-October 2013
RDR already having an impact in the wealth management arena
Wealth managers and private banks come under the eye of the FCA
Basel III brings new capital requirements
MIFID II and resolution of potential conflict with the RDR

SWOT Analysis
Figure 12: Wealth management market – SWOT analysis, 2013

Who’s Innovating?
Key points
Finding the right wealth manager for your personal needs
Barclays continues to develop its execution platform for wealth managers
Little Book of Wonders launched for HNW clients
Developments for HNW clients

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Market Size and Forecast
Key points
Wealth management market continues to grow
Figure 13: Size of the UK wealth management sector, by number of clients, value of assets and total revenues, 2008-12
Net new assets down in 2012
Figure 14: Investment asset growth and net new business for wealth managers, 2009-12
Market forecast
Industry revenues expected to increase 19% over the next five years
Figure 15: Forecast of wealth management industry revenues – fan chart, 2008-18
Figure 16: Forecast of wealth management industry revenues, at current and constant prices, 2008-18
Forecast methodology
Fan chart explanation

Segment Performance
Key points
Wealth management firms grow assets and number of accounts
Figure 17: Number of accounts and the value of assets managed, by type of firm, 2009-12
Share of total revenues remains unchanged in 2012
Figure 18: Total wealth management industry revenues, by type of firm, 2009-12
Commission earning declined in 2012
Figure 19: Proportional distribution of revenue streams, by type of firm, 2011 and 2012
Costs as a proportion of revenues fall for wealth management firms
Figure 20: Operational costs as a proportion of revenue, by type of firm, 2009-12
Profitability among wealth management firms up in 2012
Figure 21: Profit margin, by type of firm, 2009-12

Portfolio Composition
Key points
Number of client accounts up by 5% in 2012
Figure 22: Number of wealth manager accounts/portfolios, by value band (nominee accounts only), 2012
Asset allocations remains relatively unchanged in 2012
Figure 23: Proportional distribution of assets, by type of asset class, 2008-12
Taxable holdings remain the most widely held asset type
Figure 24: Proportional distribution of assets, by ownership, 2012

Market Share
Key points
Coutts and Barclays account for over 20% of assets under management
Figure 25: Largest 15 wealth managers, by assets under management and number of client accounts – UK, 2011 and 2012

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