ComPeer's Industry Report provides detailed coverage of the UK Wealth Management Industry, whether it be Execution Only Stockbrokers, Full Service Stockbrokers, Investment Managers or Private Banks. The report includes trends and views that are available nowhere else, in what was a very eventful year. The full content of the report is listed below and if you wish to purchase a copy please call Mike Levy on 0207 648 4937. The cost is £1,250 + VAT and for this price we include all the underlying data for the charts included within the report (in Excel format).

Contents of ComPeer's UK Wealth Management Industry Report 2009

Section 1: Introduction

Section 2: Executive Summary

Section 3: Constituency

3.1        Criteria for inclusion in ComPeer’s survey

3.2        Number of firms

3.3        Location of offices

Section 4: Revenue

4.1        Trends by firm type

4.2        Source of revenue

4.3        The changing face of execution only firms’ revenue streams

4.4        Revenue return on managed assets for wealth managers

4.5        The market share of the top five firms in each type

Section 5: Costs

5.1        Trends by firm type

5.2        Departmental cost analysis

5.3        Staff costs

5.4        Non staff costs

Section 6: Staff

6.1        Total staff

6.2        Staff numbers by department

6.3        Analysis of staff numbers and average staff cost for the market

Section 7: Accounts and Portfolios

7.1        Portfolio numbers

7.2        Portfolios by size

7.3        Execution only: nominee vs certificated accounts

7.4        The rise in CFD and spreadbet accounts

Section 8: Assets

8.1        Historical trends in investment assets

8.2        Assets by mandate type

8.3        Managed assets by instrument type

8.4        Investment assets by ownership

8.5        New business

8.6        Assets by portfolio size band

Section 9: Trades

9.1        Trades transacted by stockbrokers

9.2        Historical trends in trade volumes

9.3        Changes for execution only stockbrokers

9.3.1     The rise of online trading

9.3.2     Client trade activity

9.3.3     Commissions compared to costs

9.4        UK retail markets

9.4.1     Retail volume

9.4.2     Retail value

9.4.3     Purchase content and the All Share

9.4.4     Non UK equity transactions

Section 10: CREST Performance Comparisons

Section 11: 2009 So Far

11.1      Market bargains boom

11.2      Spreadbetting continues to thrive for XO stockbrokers

11.3      Investment assets fall further in first quarter

11.4      Revenues down in Q1 2009 for all firm types

Appendix: List of Firms