Investor Relations - A Practical Guide - Investis

Members of the Association of Private
Client Investment Managers and
Stockbrokers (APCIMS), who include
wealth management and broking firms,
provide a key role in facilitating
investment in and providing liquidity
for quoted companies, including Small
and Mid-Caps, on behalf of private
investors.
According to the Compeer 2009 UK Wealth
Management Industry Report, at the end of 2008
the private client wealth management industry
had £335 billion of investment assets under
management. Just under 60 per cent of those
investment assets were held in direct equities, a
small drop from 61.4 per cent in 2007. In terms
of liquidity provision, the Compeer report also
showed that execution-only, advisory and
discretionary firms undertook 16.1 million trades
on behalf of private investors in 2008, a rise of
three per cent on 2007.
The depth and liquidity of the UK private
investor pool is therefore significant and one
which quoted companies have the opportunity
to engage with as part of their investor
relations strategy.
David Bennett
Chief Executive,
APCIMS
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What Investor Relations is and who it is aimed at