Our regular round-up of the latest insights on investment distribution
“We’ve come a long way”. A fundamentally altered advice industry
Discretionary model portfolios run by third-party wealth managers are now the leading investment strategy among financial advisers and the default solution for many of them. Since 2020, their share of advised assets has doubled, according to Platforum’s latest...
European platforms and the ‘retailisation’ of alternatives
Platform assets across Europe (including UK) surpassed €5,000bn at the end of 2023, according to Platforum’s recent European Fund Distribution: Platforms report. Platforms continue to take a higher proportion of total UCITS distribution as more institutions and...
How Consumer Duty is changing wealth management
Consumer Duty has encouraged wealth managers to review and change their propositions in various ways, according to our recent UK Wealth Management: Market Overview report. Consumer Duty has accelerated the migration of client portfolios from bespoke discretionary...
Solid start for adviser platform in 2024
The UK adviser platform market seems to be on the road to recovery after a difficult couple of years, but some bumps still lie ahead, according to our most recent UK Adviser Platforms: Spring Update report. Indicators of improvement include total platform AUA...
New investment solution opportunities for asset managers
The evolving D2C landscape is shifting the distribution opportunities for asset managers. While they have historically relied on direct platforms for product distribution, new opportunities are emerging with neo-brokers. These are often all-in-one investment...
What advisers want from platforms – and what this means for the industry
Don’t be fooled into thinking that platforms are all about whizzy technology. While there’s demand for more automated and better integrated platforms, good customer service still reigns supreme for financial advisers, according to our most recent UK Adviser...