Robert Walters (RWA) Investor presentation summary

Business overview and service offering

• Operates as a global talent solutions provider with services including permanent, temporary, interim management, executive search, recruitment outsourcing, consultancy, and talent advisory.

• Specialist recruitment accounts for 83% of net fee income, with recruitment outsourcing at 17%.

• Addresses a global market estimated at over £60bn in net fee income, with permanent recruitment as the largest segment.

Market dynamics and structural drivers

• Market growth is driven by persistent skills shortages and rapid changes in the world of work, including increased remote work and higher career mobility.

• Artificial intelligence and hybrid workforces are increasing labor market churn and demand for talent solutions.

Strategic priorities and growth opportunities

• Focused on growing share in targeted regions and expanding service lines, especially talent advisory and consultancy.

• Talent advisory and consultancy represent early-stage but validated opportunities, with significant addressable market potential.

• Consultancy is currently UK-only but has plans for international expansion.