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 2010

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        Operational revenue vs treasury income

4.4        Revenue return on managed assets for wealth managers

4.5        The dominance 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        Breakdown of whole market staff numbers and avaerage cost

Section 7: Accounts and Portfolios

7.1        Accounts / Portfolio numbers

7.2        Portfolios by size

7.3        Execution only accounts

7.4        CFD and spreadbet accounts continue to increase

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 (nominee accounts only)

Section 9: Trades

9.1        Trades transacted by stockbrokers

9.2        Historical trends in trade volumes

9.3        Execution Only Stockbrokers: now vs dot-com boom

9.3.1     The savvy online trader

9.3.2     How online trading benefits the firm and investor

9.3.3     Commissions against costs

9.3.4     Execution only: a profitable business

9.4        UK retail markets

9.4.1     Retail volumes

9.4.2     Retail value

9.4.3     Purchase content and the FTSE All Share

9.4.4     Non UK equity transactions

Section 10: CREST Performance Comparisons

Appendix: List of Firms