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Wealth Management

Wealth Management

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Wealth Management

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    1. Wealth Management Craig Coleman Managing Director Australia and New Zealand Banking Group Limited 24 August 2001

    2. Background and dimensions Established 1/10/00 Private Bank, Premier (Personal Banking), Financial Planning Not the FM business (ANZ Investments) 522,000 mass affluent customers 24% captured mass affluent 76% touched by ANZ 216,000 directly managed Frontline Staff 310 Planning Staff 108 Specialists 199 Relationship Staff 130 NZ $34 billion FUA 24% Managed Investment 51% Mortgages 25% Banking Products Financial Planners AFPs FPs Paraplanners PB Advisers Risk planners Lending and Gearing specialists Client Managers Other staff Issues - small share - small scale - # advisers - big players have up to 1000 advisers NOTES ON LEVERAGING Financial Planners AFPs FPs Paraplanners PB Advisers Risk planners Lending and Gearing specialists Client Managers Other staff Issues - small share - small scale - # advisers - big players have up to 1000 advisers NOTES ON LEVERAGING