Our regular round-up of the latest insights on investment distribution
How MiFID II is making its mark in the UK and the rest of Europe
It is rumoured that the UK has secured a financial services deal with the EU and staying closely aligned is likely regardless of the final outcome of Brexit anyway. So ‘equivalency’ is on the cards and MiFID II is, in all likelihood, here to stay in the UK....
Joshua Taylor 02 November 2018
Price fixing
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....
Jeremy Fawcett 26 October 2018
Earning ‘wealth tech’ wings
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...
Jeremy Fawcett 19 October 2018
Having a CIP
We’ve had a few non-UK clients this week ask us about the long-term impact of the RDR on UK advisers’ investment propositions. It’s still evolving, and we cover it in our latest UK Adviser Market report. One of the areas we have looked at is the interplay between...
Richard Bradley 12 October 2018
Exporting investment expertise to Asia
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...
Jeremy Fawcett 05 October 2018
The growing importance of research agencies
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...
Andrew Ashwood 28 September 2018