Quilter Plc · LSE:QLT
Quilter — UBS SA Financials Conference 2021
9 slides from Quilter's conference presentation, Oct 7, 2021
Slide 1: UBS SA Financials Conference
Quilter Basic rBand Guidelines Our b rand a ssets 1 UBS SA Financials Conference “Ecosystems for a digital world ” Etienne Burger – Strategy Director 7 October 2021
Slide 2: Disclaimer
Disclaimer This presentation may contain certain forward-looking statements with respect to certain Quilter plc’s plans and its current goals and expectations relating to its future financial condition, performance and results. By their nature, all forward-looking statements involve risk and uncerta
Slide 3: Growing UK Wealth management served broadly by three models
Growing UK Wealth management served broadly by three models UK wealth management market¹ AuM, £trn 1.6 ➢ Retail advised market continues to be a high growth market 0.6 – c.15% CAGR over last 5 years as assets consolidate onto Platform +12% Retail advised¹ with support from Financial Advisers ➢ Discr
Slide 4: Growing UK Wealth management with differing needs and preferences
Growing UK Wealth management with differing needs and preferences UK market size for digital advice, c.37 million Investors and Savers¹ 36.8m Investors and Savers 3.6m 15.7m 23.1m Advised investors Non advised investors Savers 9.2 low confidence 3.5m willing to investors invest UK investable wealth
Slide 5: COVID-19 a catalyst for shift to digital, but investors remain cautious
COVID-19 a catalyst for shift to digital, but investors remain cautious Investors preference for digital advice vs face-to-face¹ Investors confidence in opening new investment product¹ % of respondents, by age “On a scale of 0-10, how confident would you be in choosing a new investment product for y
Slide 6: Average UK Adviser capacity constrained given current technology
Average UK Adviser capacity constrained given current technology UK Adviser average client portfolio¹ Number of clients 41% 64% % active clients 316 ➢ Adviser trend to serve fewer active clients: – Change in compensation model from commission to fees 187 – Smaller number of those with higher investa
Slide 7: UK Wealth management digital ecosystem
UK Wealth management digital ecosystem Supply Demand • Advisers serving fewer ongoing relationships, • Need for advice across the wealth spectrum in an focusing on more affluent clients environment of complex tax planning, increasing inflation and volatile markets • Robo-advice been around for a dec
Slide 8: Quilter model and approach to developing digital
Quilter model and approach to developing digital IFA’s offering Quilter RFP’s offering Quilter IFA’s and PCA RFP’s offering Platform and Quilter and 3rd Platform and Quilter Quilter Cheviot party Investment solutions Investment Solutions discretionary solutions Client type and need ➢ Typically 45-55
Slide 9: Quilter Basic r B and Guidelines Our b rand a
Quilter Basic rBand Guidelines Our b rand a ssets 1