For the best part of a decade, the UK wealth management industry has remained a growing and profitable market, offering high levels of recurring revenue. However, with large-scale macroeconomic disruption expected in the wake of the COVID-19 pandemic, investors and management teams must ensure that these businesses are positioned to remain competitive and valuable.

Recent research conducted by CIL modelled ‘baseline’ growth for the wealth management industry, showing that overall organic growth has been 7-8% CAGR, 2016-19. This reflects mainly passive, market-wide growth elements. We conclude that growth through new client acquisition is in fact a rarity. It is therefore a powerful form of differentiation that should be pursued in order to protect and enhance both future profits and valuations.

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About CIL
CIL is an international management consultancy that provides strategy consulting and due diligence support to management teams and investors, helping them to grow their businesses, build value and invest wisely. CIL approach their clients’ challenges with passion and energy, conducting exhaustive analysis guided by clear hypotheses and deep industry expertise. Typical engagements involve extensive primary research, competitor assessment and evaluation of business performance, while always maintaining focus on the key commercial issues and maintaining a strong, supportive client relationship. CIL have extensive experience advising both management teams and investors in fast-growing and leading financial services businesses at both SME and multinational scale. Within wealth and asset management, CIL’s experience covers financial advisory firms, asset managers, investment support services and technology.

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