by Jeremy Fawcett and Joshua Taylor | 11 January 2019 | UK D2C
Investing is beginning to reach further into the mass market. Our latest Consumer Insights research shows that 29% of British adults are investors, a steady increase over the past couple of years. While the robos have been the cheerleaders of the ‘democratisation of...
by Jeremy Fawcett | 26 October 2018 | Archive
The big news this week has been the acquisition of Alliance Trust Savings by Interactive Investor. Adding the £15bn of new assets, this makes Interactive Investor a substantial platform – one of the largest D2C platforms, and with a foothold in the adviser market....
by Jeremy Fawcett | 19 October 2018 | Archive
Platform M&A activity has been bubbly of late in the UK and Europe, prompting questions on platform valuations. In continental Europe, MiFID II’s complexities will boost outsourcing. Allfunds is expanding rapidly on the back of this and FNZ’s acquisition of ebase...
by Jeremy Fawcett | 05 October 2018 | Archive
As Brexit looms, what opportunities lie further afield for investment managers? We all know about wealth creation in Asia and the expansion of the middle classes. China is by far the largest new market for investment but it is largely closed to international asset...
by Jeremy Fawcett | 21 September 2018 | Archive
Average fund charges have fallen through the floor in the UK since the RDR. Ongoing charges – that had been 1.22% back in 2013 – fell to 1.03% in 2016 and then have dropped even more to 0.82% in 2018, according to Morningstar data. The RDR has driven clean share...
