Sanlam Allianz Holdings (kenya) Plc · NSEKE:SLAM

Sanlam Allianz Holdings (kenya) — Sanlam UK Showcase Oct 10 Principal Pres

10 slides from Sanlam Allianz Holdings (kenya)'s investor presentation, October 2010

  1. Slide 1: Principal: An Overview by Hugh Titcomb

    PRINCIPAL AN OVERVIEW BY HUGH TITCOMB CHIEF EXECUTIVE OFFICER

  2. Slide 2: Principal - A Summary

    Principal - A Summary ● A leading discretionary portfolio management specialist ● Founded in 1987 ● 90 employees: 30 Investment Managers ● Providing investment management services to: i. Private individuals ii. Trusts iii. Pension funds iv. Charities v. Institutions ● Acquired by the Sanlam Group in

  3. Slide 3: Principal - Service Proposition

    Principal - Service Proposition Private Client Division Retail Investment Institutional Division Management Division • Distribution via IFAs and direct • IFA partnerships / joint ventures • Sanlam Group mandates • Sales team / asset gatherers • Model portfolios • External mandates • Cross selling •

  4. Slide 4: Assets Under Management: 2009 – 2010 (£m)

    Assets Under Management: 2009 – 2010 (£m)

  5. Slide 5: Wealth Management - Strategic Rationale

    Wealth Management - Strategic Rationale ● Increasing requirement for individual ownership of financial affairs. ● Tarnished reputation of some existing service providers. ● Poor investment/advice experience suffered by some in recent past. ● RDR will result in reduced number of financial advisors –

  6. Slide 6: Wealth Management Proposition

    Wealth Management Proposition Investment Management  Tax planning Client - Pensions - Other wrapped monies  Estate planning - Taxable portfolios - Execution only  Trust advice/structures Holistic, integrated - Private equity/property financial solutions  Philanthropy investment Banking Protectio

  7. Slide 7: UK Wealth Management – competitor landscape

    UK Wealth Management – competitor landscape

  8. Slide 8: Wealth Management Proposition – Sanlam UK

    Wealth Management Proposition – Sanlam UK In-House Out-Sourced ● Investment Management ● Banking/credit facilities. - Pension monies incl drawdown ● Protection products. portfolios; ● Access to bespoke/club - Other wrapped monies; investment opportunities eg - Taxable portfolios incorporating privat

  9. Slide 9: Critical Success Factors

    Critical Success Factors ● People  Strong relationship management capabilities;  Strong business development/distribution capabilities;  Experienced and credible;  Appropriate incentive/retention mechanisms. ● Service offering  Quality and trusted products and service - offering value for money

  10. Slide 10: Sanlam: Thinking ahead

    ’YSanlam Thinking ahead

Sanlam UK Showcase Oct 10 Principal Pres on 6ix