Our regular round-up of the latest insights on investment distribution
Hargreaves Lansdown – making the shortlist
Hargreaves Lansdown unveiled its new Wealth Shortlist this week, replacing the short-lived Wealth 50 which it launched back in January 2019. Since then it has faced much criticism, especially during the well-publicised Woodford issues. The nuts and bolts With the...
Andrew Ashwood 03 July 2020
Investment committees – a growing force in investment selection
Nearly two-thirds (62%) of adviser firms now have investment committees; and these play an increasingly important role in selecting investments, according to our latest research into adviser investment propositions. Many smaller firms have these committees, and...
Jennifer Mallett 19 June 2020
Institutional fund platforms: more than just facilitators
Fund platforms are no longer simply intermediaries linking asset managers and distributors. This is especially true of institutional platforms, which over recent years have moved far beyond their traditional role as facilitators of fund transactions and...
Victor Garcia Priego 12 June 2020
Regaining influence – M&G acquires Ascentric
M&G has acquired the Ascentric platform this week. Its c. £14bn assets are either on the standard platform or a full white label option (such as Succession’s bespoke platform). At our last count, just shy of 1,800 adviser firms use Ascentric. So where will this...
Andrew Ashwood 29 May 2020
The institutional fund platform market: revolution of the invisibles
Institutional fund platforms have unexpectedly become a force that is set to shape the future of fund management – despite their being unlikely candidates for headlines even in the trade press. Once a mere appendix of a couple of banking groups in Europe’s...
Victor Garcia Priego 22 May 2020
£66bn wiped off adviser platform assets in Q1 2020
Adviser platform assets fell 12.1% last quarter to £480bn with just over £66bn wiped off the overall adviser platform market. Platform assets have, however, held up well compared to overall market falls – the FTSE All-Share Index fell by 26% over the quarter....
Andrew Ashwood 15 May 2020