Private Wealth Investor Marketing

One quarter of the UK's population now hold shares
in their own right, representing approximately 20%
of the overall market. We have built a database of some
200 investing organisations (retail stockbroking firms
and private asset managers) with over 1800 identified managers throughout the UK.

The private wealth manager’s investing criteria are generally less rigid and broader than his institutional counterpart whose performance is far more closely scrutinised.

Companies require diversified shareholder registers
and should not rely solely on institutional support.
Institutional funds continue to experience rationalisation
and factors such as size, poor stock liquidity and lack of research lead to a polarisation in ownership. Over 80%
of retail funds are managed on a discretionary or advisory
basis by professional wealth managers.

The benefits of targeting this sector of the market are considerable.

Implementation

• Co-ordination, preparation and execution
  of managed retail programme
• Advice on presentational material and
  other corporate literature
• Provision of comprehensive and timely feedback