by Callum Lawson-Gallagher | 08 November 2024 | UK D2C
Online investing services offer their customers distinctly different experiences but are becoming more similar in how they combine investing, saving and day-to-day money, according to our latest UK D2C: Investor Experience report. Differences abound. Established...
by Callum Lawson-Gallagher | 25 October 2024 | Europe
Significant challenges for European asset managers – but also some green shoots – were revealed in Platforum’s recently-published European Fund Distribution: Routes to Market report. Net sales of European-domiciled funds have markedly improved since 2022 but...
by Callum Lawson-Gallagher | 19 July 2024 | UK Wealth Management
Platform model portfolio services (MPS) has continued to experience healthy asset growth, buoyed by growing adviser demand as more advice firms have decided to outsource their investment management functions. Competition among MPS providers has intensified with wealth...
by Callum Lawson-Gallagher | 12 July 2024 | UK D2C
UK Direct-to-Consumer (D2C) assets passed the £500 billion mark by the end of Q1 2024, but it was strong investment performance rather than net flows that drove assets higher. Much of the D2C market is dominated by direct platforms that offer open-architecture...
by Callum Lawson-Gallagher | 31 May 2024 | UK Wealth Management
Consumer Duty has encouraged wealth managers to review and change their propositions in various ways, according to our recent UK Wealth Management: Market Overview report. Consumer Duty has accelerated the migration of client portfolios from bespoke discretionary to...
