Bell Financial Group Limited · ASX:BFG
Bell Financial — Bell Potter Emerging Leaders Conference 2024
16 slides from Bell Financial's conference presentation, May 29, 2024
Slide 1: Bell Potter Emerging Leaders Conference 2024
29 May 2024 ASX Market Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 BELL POTTER EMERGING LEADERS CONFERENCE 2024 Please find attached a copy of Bell Financial Group’s presentation today at the Bell Potter Emerging Leaders Conference. For more information, contact: Cindy-Jane Lee
Slide 2: Bell Financial Group (ASX:BFG)
BELL FINANCIAL GROUP (ASX:BFG) Wednesday 29 May 2024
Slide 3: Contents
CONTENTS 1 Bell Financial Group 2 Corporate Structure 3 Strategy 4 Group Financial Summary
Slide 4: Bell Financial Group
BELL FINANCIAL GROUP Bell Financial Group is a leading Australian financial services business UNITED KINGDOM London NORTH AMERICA New York ASIA Hong Kong Kuala Lumpur ▪ 11 offices across AUSTRALIA Australia plus Adelaide offices in London, Brisbane New York, Hong Cairns Kong and Kuala Geelong Lumpur
Slide 5: Leadership
LEADERSHIP A professional Board with a deep industry understanding and decades of experience — A deliberately flat management structure that is experienced, stable and has a substantial shareholding in the business — Alastair Provan retired in November last year from his role as Executive Chairman a
Slide 6: Corporate Structure & Business Divisions
CORPORATE STRUCTURE & BUSINESS DIVISIONS A highly diversified financial services and wealth management business BROKING RETAIL & INSTITUTIONAL PRODUCTS & SERVICES TECHNOLOGY & PLATFORMS Bell Potter Securities Ltd Bell Potter Capital Ltd Third Party Platform Pty Ltd Retail and Institutional Equities
Slide 7: Strategy: A diversified wealth management business
STRATEGY A diversified wealth management business Retail and Advised and SMA’s/ High Net Institutional DIY Clients Private Managed Institutions Corporates Wealth Brokers and Clients Accounts Banks Products & Services • Margin Lending • Cash • PAS Bell Financial Group 2024 Emerging Leaders Conference
Slide 8: Growing Funds Under Advice
STRATEGY (CONT’D). GROWING FUNDS UNDER ADVICE Funds Under Advice including Portfolio Administration Services (PAS), Superannuation Assets, CHESS Sponsored Holdings and the Bell Potter Capital margin loan book continue to grow, and are at record highs FUNDS UNDER ADVICE ($B) CHESS SPONSORED HOLDINGS
Slide 9: Building Recurring Revenues
STRATEGY (CONT’D). BUILDING RECURRING REVENUES Our investment in Technology & Platforms and Products & Services creates the foundations for ongoing growth ― Our Technology & Platforms and Products & Services businesses have delivered revenue and earnings growth for 10 consecutive years. We expect th
Slide 10: Development of People, Technology and Products
STRATEGY (CONT’D). DEVELOPMENT OF PEOPLE, TECHNOLOGY AND PRODUCTS Unlocking growth potential by focusing on people, technology and products People Technology Products — Evaluating opportunities to — Taking advantage of our market- — Expanding the distribution of our grow our team through both leadin
Slide 11: Group Financial Summary
GROUP FINANCIAL SUMMARY Solid earnings underpinned by recurring revenues — Positive market momentum in the final quarter of 2023 has carried into 2024 giving us a strong start to the year — Revenue and earnings continue to grow in our Technology & Platforms and Products & Services businesses DIVIDEN
Slide 12: Group Financial Summary (cont'd)
GROUP FINANCIAL SUMMARY (cont’d.) The Group is in a strong financial position, with a solid cash-backed balance sheet EBITDA MARGIN BFG Share Price Movement January 2019 - April 2024 25.0% 160% $2.00 140% 23.4% 22.6% 120% $1.75 20.0% 19.3% 19.7% 100% 80% $1.50 15.0% 17.1% 16.4% 60% $1.25 10.0% 40% 1
Slide 13: Broking – Retail & Institutional
GROUP FINANCIAL SUMMARY (CONT’D). BROKING – RETAIL & INSTITUTIONAL Leveraged to markets ─ 300 Financial Advisers servicing retail, wholesale and institutional client accounts ─ Successfully executed 87 ECM transactions across 2023, raising more than $1.9 billion in equity capital ─ Our ECM team is a
Slide 14: Products & Services
GROUP FINANCIAL SUMMARY (CONT’D). PRODUCTS & SERVICES Leveraged to distribution Products & Services revenue and earnings REVENUE ($M) PROFIT AFTER TAX ($M) have grown consistently over an extended 41.9 44.5 12.0 45.0 period 37.2 39.9 12.0 40.0 35.0 11.1 10.5 — $44.5 million in Revenue in 2023 35.0 2
Slide 15: Technology & Platforms
GROUP FINANCIAL SUMMARY (CONT’D). TECHNOLOGY & PLATFORMS Leveraged to scale Our Technology & Platforms business continues to deliver consistent growth in revenue, profit and sponsored holdings — $36.4 million in Revenue in 2023 — $8.2 million Profit After Tax in 2023 — $36.2 billion in Sponsored Hol
Slide 16: Important Disclaimer
IMPORTANT DISCLAIMER The material contained in this presentation has been prepared by Bell Financial Group Limited ABN 59 083 194 763 (Bell Financial Group) and is general background information about the businesses, operations and activities of Bell Financial Group and its subsidiaries, current as
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