IAM's Financial Overview and Growth Strategy
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Growing in the Advisor channel
Access to key portfolio assemblers and financial institutions. Our solutions offering is key to capturing
the growth in this market
IAM's access to portfolio assemblers, financial institutions and
selected partnerships
IAM's strong growth in the Advisor channel
Top 5 national wealth managers
Top 3 insurance companies
All of the top IFAs and platforms
Top 3 wealth managers
7 of the top retail distributors in Italy, Germany and Spain
All key Swiss private banks
£18.5bn
Advisor AUM
Sep-10
Top 5 private banks in Asia
Top 5 retail distributors in Hong Kong
4 of the top 5 wealth managers
9% CAGR
£38.7bn
Advisor AUM
Sep-19
Solutions products offered through Advisor
channel have grown at a CAGR of 14% since
September 2017View entire presentation