Market Guide: Retail Investment Market in the UK 2006: Industry Research Report

Market Guide: Retail Investment Market in the UK 2006

Published Date: March 2007

Published By: Datamonitor

Page Count: 41

Order Code: R313-20846

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EXECUTIVE SUMMARY - MARKET HIGHLIGHTS: Market overview; Market forecasts; Market regulation; Competitive market structure; Market leaders
INTRODUCTION: What is this report about?; Who is the target reader?; How to use this report
CHAPTER 1 MARKET OVERVIEW: Introduction; Retail assets account for the bulk of savings in deposits and mutual funds; Half of all UK retail savings and investments is held in deposits; Since 2002, the proportional value of retail assets held in mutual funds and equities has been increasing, at the expense of deposits
CHAPTER 2 MARKET FORECASTS: Introduction; Key findings; Deposits will continue to account for a declining proportion of household wealth, with slight increases in the proportion of equity and mutual funds
CHAPTER 3 MARKET REGULATION: Introduction; Key findings; The Financial Services Authority regulates the UK savings and investments sector; For banks and investment companies, Basel II capital adequacy requirements imply additional investment in risk management expertise and in IT systems to calculate risk; New legislation for listed entities aims at enhancing investor confidence; Banks, asset management companies and investment companies which belong to financial conglomerates face additional supervisory requirements; Distance marketing rules enhance consumer protection; Upcoming EU legislation (UCITS directive and MiFID) facilitates market development and enhances consumer protection; EU proposals will address consolidation in the financial services sector
CHAPTER 4 COMPETITIVE MARKET STRUCTURE: Introduction; Key findings; Domestic banks comprise the largest segment of the UK banking sector, by number; The top 5 banking groups account for 82% of the banking market, measured by total assets; The top 5 asset managers control just over 30% of the mutual funds market; The majority of public investment funds are unit trusts
CHAPTER 5 MARKET LEADERS: Introduction; Key findings; As at December 2005, the Barclays Group led the banking market, based on total assets; Grupo Santander (including the Abbey Group) ranked second in the banking sector; In 2005, the Royal Bank of Scotland Group had the third highest market share among banks, measured by total assets; The HSBC Group was the fourth largest banking group, by total assets; The HBOS Group ranked fifth among banks; its asset management arm, Insight Investment, ranked third in the mutual funds market; Fidelity International UK is the market leader in mutual funds, measured by AuM; Scottish Widows Investment Partnership trailed the market leader in the mutual funds market; INVESCO Perpetual is the fourth largest asset manager, by AuM; M&G Securities rounds out the top five asset managers
APPENDIX: Definitions; Asset manager / Asset management company; Bank; Collective Investment Scheme; Friendly society; Fund of funds; Hedge fund; Investment company; ISA; Non-retail market; Retail market; SICAF; SICAV; UCITS; Further reading; Savings and Investments SPP; Interactive Databases; Reports; Related Global Wealth Service SPP Reports; Interactive Databases; Market Reports; Strategic Insight Reports; Wealth Management Competitor Tracker; SPP writing team
List of Tables: Table 1: Total Savings & Investments segmented by retail v institutional, GBPm, as at Dec 2005; Table 2: Total Savings & Investments segmented by retail v institutional, in percentages, as at Dec 2005; Table 3: Retail Savings & Investments, segmented by asset class, GBPm, Dec 2005; Table 4: Retail Savings & Investments, segmented by asset class, GBPm, 2001 - 2005; Table 5: Retail Savings & Investments, segmented by asset class, in percentages, 2001 - 2005; Table 6: Retail Savings & Investments, segmented by asset class, GBPm, 2006 - 2010; Table 7: Retail Savings & Investments, segmented by asset class, in percentages, 2006 - 2010; Table 8: Number of banks & building societies, segmented by type, as at Mar 2006; Table 9: Top 5 banks by total assets, as at Dec 2005; Table 10: Top 5 Asset management companies by retail assets under management (AuM), as at Dec 2005; Table 11: Number of public investment funds, segmented by type, as at Mar 2006
List of Figures: Figure 1: Retail savings and investments outstrip non-retail holdings in deposits and mutual funds; Figure 2: Deposits account for half of all retail savings and investments in the UK in 2005; Figure 3: Deposits consistently account for the single highest proportion of household assets; Figure 4: Over the next 5 years, household savings portfolios will experience marginal increases in the proportions of equity and mutual funds; Figure 5: As at December 2005, domestic banks and building societies accounted for 55% of the UK banking sector, by number; Figure 6: As at December 2005, the Barclays plc Group led the banking sector; Figure 7: Fidelity International led the public investment funds sector, in terms of AuM, as at December 2005; Figure 8: As at December 2005, unit trusts represented 57% of mutual funds, by number of funds

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