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Paul Hogarth Autumn Partner Forums. Paradigm Conference 2013. Paradigm Conference 2013. Our business has evolved and grown……. Our business has evolved and grown……. Current platform run-rate - £15m per week. Our business has evolved and grown……. Current run-rate - £5m per week.

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Presentation Transcript
slide1

Paul Hogarth

Autumn Partner Forums

our business has evolved and grown1
Our business has evolved and grown…….

Current platform run-rate - £15m per week

slide6

Our business has evolved and grown…….

Current run-rate - £5m per week

where we want to be in two years
Where we want to be in two years

Assets under Administration (£’000,000)

Maintaining current platform run-rate - £15m per week

where we want to be in two years1
Where we want to be in two years

Tatton Assets under Management (£’000,000)

Build slightly on our current platform run-rate

so how are we going to achieve these high targets
So how are we going to achieve these high targets?

LAUNCH OF THE NEW

PARADIGM PLATFORM PROPOSITION

YOUR CENTRALISED INVESTMENT PROPOSITION

JUST GOT BETTER!

platform re launch objectives
Platform Re-launch Objectives
  • RDR has put an absolute focus on product costs and overall service proposition so we have addressed the future price sensitivities in the Platform market
  • Your accrued revenue on Paradigm Nucleus wrap is subject to disturbance events so we have moved to reduce/eliminate exposure to such events
  • Restructured platform proposition to ease the administration burden of current OBSR/Vanguard model portfolio service
our new platform proposition
Our new platform proposition

Paradigm

Nucleus

Current

50bps

New

50bps

Inc. Tatton DFM

Income

(pre RDR assets)

9bps

6 bps (Tatton)

slide13

Amber Financial

Investments Limited

Current

50bps

inc Tatton

Current

35bps

slide14

PROPOSITION SUMMARY

AMBER

TATTON

NUCLEUS

AMBER

NUCLEUS

TATTON

50bps

35bps

35bps

50bps

tatton equity
Tatton Equity
  • 40% of Tatton Capital allocated to participating firms
  • Equity available to both independent and restricted firms
  • No subscription costs
  • Prism shareholders automatically become Tatton shareholders – more equity available to build on value you already have
  • First 100 firms get allocated the equity
  • 60 Firms already allocated
  • 40 Spaces available
  • Simple joining process
summary of our new platform proposition
Summary of our new platform proposition
  • Bundling in the Tatton discretionary services makes the total client proposition at 50bps incredibly competitive
  • We can protect accrued income against disturbance event threat – and now on a single platform which means no change for you
  • Equity opportunities available and in line with FCA requirements
  • We’ve just made a very good model even better