Our regular round-up of the latest insights on investment distribution
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
What’s going on with European fund charges?
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...
Jeremy Fawcett 21 September 2018
Assessing the Asian Opportunity
Hong Kong and Singapore have been attracting talent and wealth for some time. These days, they also compete to be amongst the most influential fintech and private banking hubs in the world. Many international asset managers have tried to tackle these markets but...
Rodolfo Crespo 14 September 2018
Blurred (asset management) lines
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...
Andrew Ashwood 31 August 2018
Adviser platform assets up despite sales slowdown
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...
Andrew Ashwood 24 August 2018