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The UK Wealth and Liquid Asset Market: Size, Trends & Forecasts (2018-2022)

Publish Date:Sep 2018
No. of Pages:66

Format : Adobe Reader (PDF) Instant delivery

US$ 800.00

Scope of the Report

The report entitled “The UK Wealth and Liquid Asset Market: Size, Trends & Forecasts (2018-2022)”, provides analysis of the UK wealth and liquid asset market, with detailed analysis of market size by value, by segments, by type, etc.

Furthermore, the report also assesses the key opportunities in the market and outlines the factors that are and will be driving the growth of the industry. Growth of the overall UK wealth and liquid asset market has also been forecasted for the years 2018-2022, taking into consideration the previous growth patterns, the growth drivers and the current and future trends.

Rathbone Brothers Plc, Brewin Dolphin, St. James’s Place and Quilter are some of the key players operating in the UK wealth and liquid asset market, whose company profiling has been done in the report. In this segment of the report, business overview, financial overview and business strategies of the companies are provided.

Company Coverage

Rathbone Brothers Plc
Brewin Dolphin
St. James’s Place
Quilter

Executive Summary

Wealth is an important and essential element in the economic world. Overall wealth of a country defines the development status of that country. Constitution of wealth changed over time among different societies. From wheat and salt in ancient times to money and gold in current economy. Money is the most common means of measuring wealth. Wealth can be distributed into many parameters such as liquid assets, primary residence, vehicles, pensions, life insurance, mutual funds, fixed income, managed assets, business interest etc.

Liquid assets are those assets of an individual which are readily available and easily convertible into cash. Such assets are risk free and can be sold with minimal impact on their prices such as government bonds and market instruments such as funds. There are two types of liquid assets: tangible and intangible. As the name suggest, tangible liquid assets have physical existence example plant and machinery, while intangible liquid assets do not possess any physical existence such as trademark, brand names, etc.

Liquid assets comprises of many benefits other than safe conversion to cash such as helps people to be prepared all the time in need, ready to strike in investment market, can be sold swiftly at full value and represents a stronger financial profile in loan procedure.

The UK wealth and liquid asset market is expected to increase with steady growth rates during the forecasted period 2018-2022. The UK wealth and liquid asset market is supported by various growth drivers, such as, increase in ISA limits and dc pensions, favorable demographics, shift towards dc pension schemes etc. Still, the market faces certain hindrances and challenges, such as, reducing advisors, fluctuation in equity, property, and interest rate, etc. Few trends of the market are demand for mutual funds and solutions, customers embracing technology, government initiatives etc.

1. Executive Summary

2. Introduction

2.1 Wealth: An Overview
2.1.1 Wealth: Meaning
2.1.2 Constitution of Wealth
2.1.3 Measuring Unit of Wealth
2.1.4 Wealth Distribution

2.2 Liquid Assets: An Overview
2.2.1 Liquid Assets Meaning
2.2.2 Types of Liquid Assets
2.2.3 Benefits of Liquid Assets

3. Global Market Analysis

3.1 Global Wealth Market: An Analysis

3.1.1 Global Wealth Market by Value
3.1.2 Global Wealth Market Value by Region (The UK and Rest of the World)

3.2 The UK Wealth Market: An Analysis

3.2.1 The UK Wealth Market by Value
3.2.2 The UK Wealth Market by Investable Wealth  
3.2.3 The UK Wealth Market Distribution by Age
3.2.4 The UK Wealth Market by Type (Property Wealth, Financial Wealth, Physical Wealth and Private Pension Wealth)
3.2.5 The UK Wealth Market by Announced Asset and Wealth Activity 
3.2.6 The UK Wealth Market by Foreign Penetration
3.2.7 The UK Wealth Market by Assets Type (Liquid Assets and Other Assets)

3.3 The UK Liquid Asset Market: An Analysis

3.3.1 The UK Liquid Asset Market by Value
3.3.2 The UK Liquid Asset Market Clients by Region (London, South East, North West, East Anglia and others)

4. Market Dynamics

4.1 Growth Drivers
4.1.1 Structural Growth in UK Wealth Management
4.1.2 Increase in ISA Limits and DC Pensions
4.1.3 GDP Growth
4.1.4 Favorable Demographics
4.1.5 Large Pension Market
4.1.6 Shift Towards DC Pension Schemes

4.2 Challenges
4.2.1 Reducing Advisors
4.2.2 Fluctuation in Equity, Property, and Interest Rate
4.2.3 Competitive Environment

5.3 Market Trends
4.3.1 Demand for Mutual Funds and Solutions
4.3.2 Customers Embracing Technology 
4.3.3 Government Initiatives

5. Competitive Landscape

5.1 The UK Wealth and Liquid Asset Market: Player Analysis
5.1.1 The UK Wealth and Liquid Asset Market Player by Market Capital

5.2 The UK Wealth and Liquid Asset Market: Player Comparison

6. Company Profiling

6.1 Rathbone Brothers Plc
6.1.1 Business Overview
6.1.2 Financial Overview
6.1.3 Business Strategy

6.2 Brewin Dolphin
6.2.1 Business Overview
6.2.2 Financial Overview
6.2.3 Business Strategy

6.3 St. James’s Place
6.3.1 Business Overview
6.3.2 Financial Overview
6.3.3 Business Strategy

6.4 Quilter
6.4.1 Business Overview
6.4.2 Financial Overview
6.4.3 Business Strategy
Figure 1: Wealth Distribution
Figure 2: Types of Liquid Assets
Figure 3: Benefits of Liquid Assets
Figure 4: Global Wealth Market by Value; 2017-2022 (US$ Trillion)
Figure 5: Global Wealth Market Value by Region (The UK and Rest of the World); 2017 Percentage, %)
Figure 6: The UK Wealth Market by Value; 2017-2022 (US$ Trillion)
Figure 7: The UK Wealth Market by Investable Wealth; 2015-2021 (US$ Trillion)
Figure 8: The UK Wealth Market Distribution by Age; 2017 (Percentage, %)
Figure 9: The UK Wealth Market by Type (Property Wealth, Financial Wealth, Physical Wealth and Private Pension Wealth); 2017 (Percentage, %)
Figure 10: The UK Wealth Market by Announced Asset and Wealth Activity; 2013-2017
Figure 11: The UK Wealth Market by Foreign Penetration; 2013-2017
Figure 12: The UK Wealth Market by Assets Type (Liquid Assets and Other Assets); 2017 (Percentage, %)
Figure 13: The UK Liquid Asset Market by Value; 2012-2017 (US$ Trillion)
Figure 14: The UK Liquid Asset Market by Value; 2018-2022 (US$ Trillion)
Figure 15: The UK Liquid Asset Market Clients by Region (London, South East, North West, East Anglia and others); 2017 (Percentage, %)
Figure 16: The UK Wealth Market by Affluent Individuals Share; 2017
Figure 17: The UK ISA Limit and DC Pension Scheme; 2011-2017 (US$)
Figure 18: The UK GDP and Funds Under Management (FUM); 2011-2017 (US$ Billion)
Figure 19: The UK GDP; 2018-2022(US$ Billion)
Figure 20: The UK Population Growth by Age Group; 2015-2021 (Percentage, %)
Figure 21: Global Pension Funds Assets; 2017 (US$ Billion)
Figure 22: Transition from DB to DC Pension Schemes; 2011-2017 (Percentage, %)
Figure 23: The UK Number of Financial Advisor Per People; 2011-2017
Figure 24: The UK Investments Interest Rate; 2014-2017 (Percentage, %)
Figure 25: The UK Mutual Funds Assets Market; 2011-2017 (US$ Billion)
Figure 26: Number of Customers Willing to Pay for Automated Advice; 2017
Figure 27: The UK Wealth and Liquid Asset Market Player by Market Capital; 2017 (US$ Million)
Figure 28: Rathbone Brothers Plc Operating Income; 2013-2017 (US$ Million)
Figure 29: Rathbone Brothers Plc Operating Income by Segment; 2017 (Percentage, %)
Figure 30: Rathbone Brothers Plc by Client Account Type; 2017 (Percentage, %)
Figure 31: Brewin Dolphin Revenue; 2013-2017 (US$ Million)
Figure 32: St. James’s Place Funds Under Management; 2013-2017 (US$ Billion)
Figure 33: St. James’s Place Funds Under Management by Segment; 2017 (Percentage, %)
Figure 34: St. James’s Place Funds Under Management by Regional Analysis; 2017 (Percentage, %)
Figure 35: Quilter Plc Revenue; 2015-2017 (US$ Million)
Figure 36: Quilter Plc Revenue by Segment; 2017 (Percentage, %)
Table 1: The UK Equity Release; 2012-2018
Table 2: The UK Wealth and Liquid Asset Market by Player Comparison; 2017