wealth and investment management n.
Skip this Video
Loading SlideShow in 5 Seconds..
Wealth and Investment Management PowerPoint Presentation
Download Presentation
Wealth and Investment Management

Wealth and Investment Management

153 Views Download Presentation
Download Presentation

Wealth and Investment Management

- - - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

  1. Wealth and Investment Management

  2. Video

  3. WIM STRUCTURE Willie Lategan 1 Wealth, Investment Management and Insurance 2 Wealth Absa Investments 3 4 GR&I Absa Stockbrokers Absa Investment Management Services (AIMS) ABAM PC RMs Institutional & wholesale sales/ Client development Absa Fund Managers (AFM) Asset management • Generalist sales • Product specialists Active (ABAM) Absa Multi management/ Asset Consultants Passive AM • AAM • ETFs

  4. The Go-To Value Proposition We will be positioned as an investment powerhouse that is able to solution a wide range of client needs in an integrated manner. Individual Customer • Clear Individual WIM CVP for the different segments • One New Product Development Forum and centre of technical expertise • One product view and menu (strategic product review) • Leveraged distribution capability • Clear channel alignment • Aligned advisor support model for internal and external Distribution • Embedded TCF culture • Leverage existing channels in the group to access the client and provide best of breed advice and solutions • Co-ordinating coverage model to serve as gateway to the best the group has to offer (cradle to grave solutions from advice and risk management to wealth creation and preservation)

  5. The Go-To Value Proposition “Our global wealth and investment management capabilities, combined with our local African context, provide our clients with winning financial solutions. We ensure that our clients enjoy the peace of mind they deserve to achieve their personal wealth goals. To realise these, we build and maintain long term partnerships based on trust and care. We commit to deliver appropriate investment solutions and a great client experience along each step of our clients’ individual wealth journeys.”

  6. The Go-To Value Proposition Institutional Clients • Ability to utilise building blocks and package unique solutions for clients’ requirements • Fully integrated model most common for large scale asset management effort with niche boutiques • Scale (AUM R232bn in South Africa – R194bn Investments, R38bn AW & AAM & ETF’s) • Access to aligned distribution channels • Synergised and differentiated Asset Management through Barclays • Coordinated Business Development focus and relationship management • Full range of asset management solutions – provides clarity on overall organisation and philosophies (one-stop-shop) • Single centre of excellence, platform and coverage of solutions across investment philosophies whilst managing client confidentiality and unique needs • Centre of asset management excellence • “Go-to” provider for asset management solutions by harnessing technical expertise of boutiques and packaging appropriate solutions

  7. The Go-To Value Proposition “Our global asset management capabilities, thought leadership and consistent investment philosophies make us leaders in the stewardship of our clients’ assets. We ensure that our clients enjoy peace of mind as we manage and grow their investments with dedication, care and a long-term partnership view. Our broad range of asset management services offer solutions for diverse investment strategies, including active (single & multi), passive and alternative asset management. Our global best practice ensures we deliver the right solutions, in the right way.”

  8. The Wealth Management business has a well segmented client base to ensure delivery of bespoke and innovative solutions High Net Worth Family Office Ultra High Net Worth • Family Office • (>£15m Net Asset Value) • Ultra High Net Worth • (> £1m Net Investable Assets) • High Net Worth • (<£1m Net Investable Assets) Target Market • 2, 111 • 1,566 • 196 Number of Clients*** • 5 • 9 • 30 Number of Bankers * Net Asset Value ** Net Investible Assets *** Customer numbers shown at primary customer level. Primary customers are linked to multiple secondary customers

  9. The UHNW & HNW value proposition combines the best of local and global expertise • South Africa’s first truly integrated, full service wealth management company combining the best of local and global expertise through affiliation with Barclays and membership of the Absa Group • Client centric approach supported by access to world class technology and product expertise • Unique investment philosophy combining the emotional and scientific dimensions of investing

  10. The UHNW & HNW value proposition combines the best of local and global expertise • Wealth and Investment Management at Barclays operates in more than 20 countries – leveraging footprint Employing a trusted advisor framework to solution clients across their entire balance sheet • Product Proposition • Local and international banking • Investments • Fiduciary • Structured credit • Philanthropy services

  11. The Offering Absa Investments is a full service investment provider offering an extensive range of investment solutions that focus on creating long-term wealth for clients. Competitively priced solutions meet the needs of all investors: those just starting to save through to sophisticated investors seeking complex solutions.

  12. Products Unit trusts Retirement solutions Online share trading Telephone trading Money Market Portfolio management services

  13. Distribution Channels Absa’s Linked Investment Platform (AIMS) Selected External Linked Investments Platforms AFS Distribution Channels (AFS, Absa Wealth) Independent Financial Advisers (IFAs) Branch network (single view of customer) Absa Online (AOL) Banking Platform