Market Guide: Retail Investment Market in the UK 2006
Datamonitor
March 9, 2007 41 Pages - SKU: DFMN1469197
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Countries covered: United Kingdom
Introduction
Analyzes the market for retail deposits, mutual funds, equities and bonds, including market data from 2001-5 and forecasts to 2010. Assesses regulatory developments and presents compeitition from retail banks and mutual fund providers
Scope
- Sizes retail deposits, mutual funds, equities and bonds.
- Assesses regulatory barriers and opportunities 5 years historic data from 2001-5 and 5 year forecast to 2010
Highlights
During 2005, individual investors channeled more of their savings into equity-based funds than bond funds. 39% or £3.3 billion were invested in equity funds. Flows into funds of funds were also sustained, amounting to £2.3 billion, an increase of 56% year-on-year. Within this subset, balanced funds accounted for 70%. The European Commission's proposal on cross-border mergers introduces a time limit for regulators to collect and assess information pertinent to prospective acquirers. The EC also intends to harmonize assessment criteria across Member States. This will promote consistency and transparency and discourage the abuse of supervisory powers. Fund supermarkets are an increasingly significant channel in the distribution of mutual funds. In 2005, they contributed the equivalent of sales produced by sales forces and tied agents, taken together.
Reasons to Purchase
- Get an overview of the retail investment market, including past growth and forecast growth.
- Assess regulatory barriers and opportunities affecting retail investments in this country.
- Analyze competition from retail banks and mutual fund companies
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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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