by Julliette Curtis Hayward and Sophie Huang | 03 February 2016 | Archive
Our recent Fund Distribution report focussing on discretionary fund managers (DFMs) explores how the DFM industry has evolved and how this evolution has impacted the products themselves. We also look at the process of asset allocation by DFMs and how they work with...
by Miranda Seath | 01 February 2016 | Archive
The combination of Friends Life’s workplace savings book and Aviva’s consumer brand strength has the makings of a dominant force in the sector. We estimate that Aviva Friends Life has £45bn in workplace savings AUM, making it the largest player in the sector by asset...
by Andrew Ashwood | 01 February 2016 | Archive
Novia has stolen a march on many of its peers by forging ahead with bringing discretionary fund managers onto its platform. It offers access to a wide range of DFMs: currently 60 and counting. We take a look at why it has been so successful in attracting DFMs and what...
by Rodolfo Crespo | 29 January 2016 | Archive
More and more British shoppers are choosing to buy their groceries either at discounters or at premium supermarkets, with the middle market players like Tesco taking a good hit as a result. It doesn’t necessarily mean the end of the middle class as some predict, but...
by Heather Hopkins | 26 January 2016 | Archive
Our latest Consumer Insights report gives the big picture on consumer perception and attitudes to investing. We quantify the numbers of savers and investors and then drill down on active private investors and in particular DIY investors to understand financial...
by Heather Hopkins | 22 January 2016 | Archive
It’s been a choppy start to the year. The markets have swooped, swerved and swooned. What is the impact on investors? So far, the anecdotal evidence is that advised customers are behaving sensibly. Our conversations with adviser platforms over the past few weeks...
