IP InterviewPublished July 13, 2020
St. James's Place & UK Wealth Management
inpractise.com/articles/st-james-place-uk-wealth-mgmt
Executive Bio
Alex Bogdanovskij
Current Head of Strategy at Quilter and Former Corporate Strategy at St. James's Place
Why is this interview interesting?
- The segmentation and growth drivers of UK independent advisors
- How regulation has driven industry consolidation
- Risk of roboadvisors to incumbents
- Comparison of the vertically-integrated model versus indepedent advisors
- How private equity funds are rolling up advisors to challenge incumbents
- How to value FUM when acquiring independent advisors
- Impact of the gestation period of funds on future cash flows
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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