by Andrew Ashwood | 28 September 2018 | Archive
The post-RDR rise of centralised investment propositions in adviser firms has led to a fertile market for research agencies. Whilst a swathe of advisers chooses to outsource portfolio management, the majority are still selecting funds and running in-house advisory...
by Andrew Ashwood | 31 August 2018 | Archive
Many advisers are none too confident about the differences between the various species of fund-of-funds/multi‐manager and multi‐asset funds, according to Platforum research. So when is a multi-asset fund really using a direct multi-asset approach and does it matter if...
by Andrew Ashwood | 24 August 2018 | Archive
Our latest UK Adviser Platform Guide – Market Update reveals the adviser platform market grew at 6.3% over the second quarter of 2018 to stand at just over £500bn. Market conditions improved in the quarter and platforms have returned to growth, following a small...
by Andrew Ashwood | 27 July 2018 | Archive
The big story of this week has been Nucleus’ AIM listing – another platform IPO and a huge achievement for the whole Nucleus team. In other news, we have just published our latest report, Model Portfolios on Platform, looking at outsourcing drivers and trends for...
by Andrew Ashwood | 15 June 2018 | Archive
The race for scale appears to be on within the wealth management space. Following news that Rathbones has acquired Scotland’s largest independent wealth manager, Speirs & Jeffrey, questions arise about how else wealth managers are looking – and can look – to build...
