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Introduction to Optimum Investment Management Pan Andreas & Danny Knight

Introduction to Optimum Investment Management Pan Andreas & Danny Knight. Agenda. Optimum Investment Management Sesame Bankhall Group Henderson Global Investors Adviser challenges The Optimum investment solution Summary Questions. Introduction to Optimum Investment Management

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Introduction to Optimum Investment Management Pan Andreas & Danny Knight

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  1. Introduction to OptimumInvestment Management Pan Andreas & Danny Knight

  2. Agenda • Optimum Investment Management • Sesame Bankhall Group • Henderson Global Investors • Adviser challenges • The Optimum investment solution • Summary • Questions

  3. Introduction to OptimumInvestment Management Pan Andreas & Danny Knight

  4. The Sesame Bankhall Group • Our unique blend of over 20 years regulatory experience and business support makes us the number one choice for thousands of advisers nationwide and accountable for almost a quarter of the UK financial advice market. • The new group brings together three leading brands within the Financial Services Industry: • Sesame: the largest Appointed Representative Network in the UK, with over 3,000 advisers • Bankhall: the largest directly regulated service business in the UK, supporting over 1,500 firms • Premier Mortgage Services (PMS): the largest mortgage distributor in the UK, with over £45bn in applications generated in 2008 • The Sesame Bankhall Group is the largest single distributor of financial services in the UK and today accounts for almost a quarter of the UK financial advice market.

  5. Our brands UK’s largest appointed representative (AR) network with 1,500 member firms. Market-leading support services business for 1,500 directly regulated IFA firms. The largest mortgage club for directly regulated mortgage brokers in the UK.

  6. Danny Knight

  7. Henderson total assets under management (AUM): £74.4bn UK £46.5bn AUM Asia/Australasia £3.1bn AUM EMEA ex UK £14.2bn AUM US £9.6bn AUM Other £0.8bn AUM Global coverage Luxembourg Edinburgh Amsterdam Dublin Frankfurt London Milan Paris Hartford Vienna Beijing Chicago Madrid Zurich Tokyo Hong Kong New Delhi Singapore Sydney Source: Henderson Global Investors, as at 30 June 2011 Note: Due to rounding, the regional breakdown does not equal total AUM

  8. Henderson Global Investors business update • Completion of the acquisition of Gartmore on 4 April 2011 • Adds strength in the Absolute Return and Emerging Markets area in particular • Displays further commitment to the Retail Market • Extensive and Diverse fund range • Greater geographic reach £74.4bn AUM by asset type £74.4bn AUM by client type Source: Henderson Global Investors, as at 30 June 2011

  9. Henderson Multi-Asset/Multi-Manager team Source: Henderson Global Investors, as at 4 April 2011 Note: * Joined in April 2009 following the acquisition of New Star Asset Management ** Joined in April 2011 following the acquisition of Gartmore Investment Limited

  10. Product advertising: Strategic Bond Fund AUM at 31 July 2009 - £516m AUM at 31 July 2010 - £899m AUM at 31 July 2011 - £1,164m Source: Henderson Global Investors, as at 31 July 2011

  11. Product advertising: Multi-Manager Income & Growth AUM at 31 July 2009 - £116m AUM at 31 July 2010 - £429m AUM at 31 July 2011 - £676m “ Bill McQuaker’s approach to management is ideally suited to running cautious managed funds, and his returns over the years are testament to this. If you are after an intelligently run, cautious fund then look no further than the Henderson Multi-Manager Income and Growth Fund.” Mark Dampier Head of Research at Hargreaves Lansdown Source: Henderson Global Investors, as at 31 July 2011

  12. Promotional activity – 2011 • And of course…

  13. Pan Andreas

  14. Challenges • Margin pressure • Time pressure • Regulatory risk • Justifying charges • Need to develop, articulate and deliver a cost effective proposition that clients see as representing good value.

  15. Example Fact find Assess attitude to risk Asset allocation Fund/vehicle selection, manager selection Ongoing management rebalancing Tax wrapper Service

  16. Investment options Attitude to risk Risk profiled funds ‘one and done’ Optimum In-house / model portfolio DFM • Building block • Bespoke • Actively managed • Diversified • Whole of market multi-manager

  17. Sample Portfolio 1 Sample Portfolio 2 Sample Portfolio 3 Investment strategy Investment strategy Investment strategy Investment strategy Risk profile 1-10 Time horizon Bespoke portfolio Bespoke portfolio Bespoke portfolio Bespoke portfolio Bespoke portfolio Bespoke portfolio Optimum solution

  18. Ongoing service - rebalancing Indicative starting portfolio Annual review d

  19. Access • Major wrap platforms and funds supermarkets • Open architecture packaged products • Pricing – pre and post RDR

  20. Summary • New investment company • Optimum investment solutions • Address adviser challenges • Bespoke solutions for each client – simple to create and maintain • Evidence value • Widely accessible • Competitively prices

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