Our regular round-up of the latest insights on investment distribution

Man and machine: the need for a human touch

We know that robo propositions make up the fastest growing segment of the direct to consumer market in the UK and across Europe they now manage over €10bn. But while the growth story is impressive, acquisition is a real struggle. One global trend is robos looking...

Larger platforms still dominating the market

UK adviser platform assets grew strongly in 2017, surpassing the half a trillion AUA mark. In percentage terms, growth outstripped the direct platform market, reinforcing the view that now is a good time to be an adviser (and an adviser platform). Platform growth...

Platform IPOs – the time is right

Platforms are all over the national and trade press following a spate of IPO announcements and rumours. But what are the implications? Firstly, who’s doing what? Transact listed last month with a valuation of £650m – shares have since increased by 38%. Old Mutual...

How to get a 50 million pounds boost in flows

On a rainy December day last year, Hargreaves Lansdown announced the inclusion of the First State Asia Focus Fund on its Wealth 150+ select list. Suddenly, the sun shone for this fund! Morningstar data shows that net flows in the following month after the Wealth...