True Potential – IFA Consolidation Trends – 5 January 2022

  • Public Equity
  • Financials
  • Europe


Former executive at True Potential LLP


  • True Potential's competitive positioning vs other large wealth planners such as St James's Place (LON: STJ) and Quilter (LON: QLT)
  • Organic growth trends in funds under management
  • Advisor acquisition including multiples and upfront incentive trends
  • Longer-term trends in advisor share of fee income
  • Post-acquisition asset allocation and implications for platform costs


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