Rathbones Group Plc · LSE:RAT
Rathbones — Rathbone Brothers — Investor Presentation (October 2016)
8 slides from Rathbones's investor presentation, October 2016
Slide 1: Analyst Dinner – A brief look at the wealth industry
Rathbone Brothers Plc Analyst Dinner – A brief look at the wealth industry October 2016
Slide 2: What is a quality client service?
Rathbone Brothers Plc | Analyst Dinner Presentation October 2016 Page 2 What is a quality client service? 1. Investment performance Performance 2. Client contact 3. Value for money Service Choice 4. Efficient and reliable infrastructure Trust
Slide 3: How can the proposition remain competitive?
Rathbone Brothers Plc | Analyst Dinner Presentation October 2016 Page 3 How can the proposition remain competitive? 1. Advice led vs. investment led 2. Robo advice & online D2C investment propositions 3. Brand value 4. Client segmentation
Slide 4: What is the best response to the macro environment?
Rathbone Brothers Plc | Analyst Dinner Presentation October 2016 Page 4 What is the best response to the macro environment? FTSE 100 over the last 20 years 1. Industry asset growth 7,500 7,000 FTSE 100 index 6,500 6,000 2. Competition/the battle for distribution 5,500 5,000 4,500 4,000 3. Low intere
Slide 5: How does the business model achieve cost efficiency?
Rathbone Brothers Plc | Analyst Dinner Presentation October 2016 Page 5 How does the business model achieve cost efficiency? 1. Productivity of key resources Operating Expenses at 31 December 2015* 4% 2% 2. Balancing return and reward 4% 9% 43% 3. Use of technology 12% £171.4m 3% 23% Staff - payroll
Slide 6: Looking forward
Rathbone Brothers Plc | Analyst Dinner Presentation October 2016 Page 6 Looking forward Long term value will be derived from… o Clarity on client segmentation and economics of relationship model o Achieving a sustainable business model via organic growth/full service proposition o Careful investment
Slide 7: Rathbone Brothers Plc | Analyst Dinner Presentation October 2016 Page 7
Rathbone Brothers Plc | Analyst Dinner Presentation October 2016 Page 7
Slide 8: Important information
Rathbone Brothers Plc | Analyst Dinner Presentation October 2016 Page 8 Important information The value of investments and the income from them may go down as well as up and you may not get back your original investment. Past performance should not be seen as an indication of future performance. Cha
Rathbone Brothers — Investor Presentation (October 2016) on 6ix