Schroders Investor Day Presentation Deck
Key secular trends - underpinning opportunities...
Wealth creation
in UK regions¹
Over 60% of UK wealth
located outside London
and the South East
North West and North
East growing at 8.0%
and 10.8%, respectively
Fragmentation
in family office
segment²
Five largest independent
multi-family offices
represent less than
2% of the aggregate
wealth for the EMEA
UHNW market
Declining UK adviser
numbers with many
approaching retirement³
Reduction from 220k+
advisers to 27.5k over the
last 30 years
Liquid wealth has grown
to £1.8tn today
Average age of
advisers: 58 years
Rise of the Moderate Green segment4
31% of investors are interested in a sustainable option
Holy grail of
single picture of your
financial affairs
Emerging moves by
challenger banks into
Wealth
Open Finance
Source: 'Total Wealth: Wealth in Great Britain (ONS, March 2018 data set). ²Company reporting, PAM 2020 and press articles, Capgemini Research 2021. HNWI defined as $1m or more of investible assets, excluding
primary residence. ³Polarisation and Financial Services Regulation, FSA 2000; Financial advice firms in 2020 - Platforum, 2020; McKinsey, Panorama Global Banking 2020; Libertatum ,2019 4Boring Money.
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