2. Pick Optimal
Investment
Products
3. Invest
in ETFs
4. Manage
Your Portfolio
for you
How do we do this?
1. Assess your
Investor Profile
Market opportunity
UK65 m total population
$3 trlnin investable assets
UK affluent
professionals3m+
£300 bn in assets
1 bn in potential revenue
Global market
$40 trlnin investable assets
*Source: Global Wealth 2014: Riding a Wave of Growth, by the Boston Consulting Group https://www.bcgperspectives.com/content/articles/financial_institutions_business_unit_strategy_global_wealth_2014_riding_wave_growth/?chapter=2
What sets us apart
CUSTOMER
SEGMENTBroad mass market
Affluent professionals
networks
APPROACHSimplistic,
‘for the masses’
Tailored solutions
for experienced
audience
STRATEGY
POSITIONING ‘Black box’ product ‘Helper’ product
Marketing Strategy
Online and OfflineContent-Based
Marketing
Online Advertising
Blog/Social Media
Networkingevens
Search Engine Optimization
Acquisition Cost:
<£500 per target client
LTV: £2,500per target client
Customer Acquisition Approach
£100k+ average AUM per customer
Pricing model
Zen Assets clients only pay one simple fee of 0.5% of their portfolio value.
Banks or firms cost 2-2.5% on average in the UK.
We cut investment expenses by 75%
0.5%2-2.5%
Milestones
November2013
Next step
December2013
January2014
April2014
June2014
August2014
November2014
Zen Team
Sergey
Wharton MBA, INSEAD,
Goldman Sachs
IMD 6 years
($1bn in AUM)
Oksana
Columbia MBA,
Samsung
Electronics HQ
Lowe and Partners
Evgeny
Wharton
MBA,
PhD, CFA
Groton Partners
Alex
SPN Ogilvy,
15 years
in marketing
and research
Pavlo
10 years
Fin Tech
serial
entrepreneur
Alex
International lawyer,
Debevoise & Plimpton LLP,
White & Case LLC
in London, Moscow and New York
СEO
Founder
COO
Operations
CIO
Investments
CMO
Marketing
CTO
Technology
CCO
Compliance