Schroders Investor Day Presentation Deck
Driver to
accelerate
growth:
Penetration
of UK adviser
market
A segmented and targeted approach to
accelerate our growth through 2025
Turnkey advisers
Network switchers
'Accelerate to exit'
Breakaway advisers
Investment only firms
Source: NextWealth 2021.
Requiring an out-of-the-box solution, aligned to a
turnkey model meeting Benchmark's standards
Seeking to switch network in the next 1-5 years due to
dissatisfaction
Wanting to exit the industry in the next 2-5 years and
looking for a credible partner to power this
Size of segment
(additional no. of advisers)
15% of largest advisers (48 firms who have over 50 advisers)
indicate desire to set up own practice within 1-5 years
83% of advisers use model portfolios, of which an estimated 30%
outsource, and wish to remain with their preferred platform
+2,900
+1,800
+4,600
+2,100
+6,800
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