You are not alone, these arethe top five challenges that the group are facing1 Regulation rising cost, burden andcomplexity along with lack of clarity
2 Recruitment finding talent & reducing theaverage age
3 Building a profitable business modelRising costs Vs squeezed fees
4 Technology finding the right solutions
5 A changing marketAgeing demographics,rising competition, & economic uncertainty
y,
91% - Independent advice
6%3%
The Audience
Restricted(limited)Non-advised
& XO
The typical business modelThe average FUM of the audience is £165m
Their Investment Proposition 82% use externally sourced products
71% active
76% advisory business
44% of client accounts managed using ModelPortfolios
57% use a segmented investment proposition
58% of business in pensions (of which 86% isprivate)
67% outsource discretionary services
“Excellentevent, asalways. Wellorganised andrelevant to mybusiness”Statehouse Private Wealth
The charging structure of this group% of audience What they charge on average
% of investment 78%2% is what they charge
Charge per hour 70%£185 per hour
Fixed fee 39%£1.5K as an average
Combined charging structure 13%ranging from £2K
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Owen James Events LimitedBrook House, Mint Street, Godalming, Surrey, GU7 1HE, UKT +44 (0) 1483 861334 F +44 (0) 1483 862699E [email protected] W www.owenjamesgroup.com
Come along to our next event onThursday 28 April 2016 at The Mere, Cheshire.
When this group looked at the value chain through a crystal ball this is what they saw
INVESTMENTMANAGEMENT
FUNDCONSTRUCTION
INVESTMENTGUARANTEES
ADMIN ADVICE &SALES
MANUFACTURELEAD
GENERATION
80
60
40
20
0
-20
-40
-60
-80
-100
Do you feel the same?
What will the value chain look like in 3 years?
SWOT Analysis
AdvisoryDistributors(Dec ‘15)
AdvisoryDistributors(Jun ‘15)
Private WealthDiscretionarydistributors
NorthernIFAs (top60-400)
If you are interested please do get in touch and call Emily Landless on 01483 861 334or email [email protected]
The last audience did a SWOT analysis on their businesses and these are the results:%
of c
hang
e
TRENGTHSl Great staffl Great client relationshipsl Independence
PPORTUNITYl Pension freedomsl Ageing populationl Rising demand for advice
EAKNESSl Finding new talentl Rising costsl Poor brand & public trustl Lack of time
HREATSl Rising burden & cost of regulationl Aggressive claims chasersl Finding new talent
“Fantasticopportunity tomeet likeminded people,who sharesimilar passionsand challenges”Independent PensionSpecialists Ltd
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