Our regular round-up of the latest insights on investment distribution
Platforum comments on the acquisition of MFEX by Nordic Capital – Press Release
Platforum Senior Analyst, Rodolfo Crespo, comments: “This deal highlights the strong investor interest in the platform industry that we have seen recently. Fund platforms have become hugely influential for fund distribution and have significant opportunities ahead...
Rodolfo Crespo 08 September 2017
What is a platform?
Uber, Airbnb, Amazon, Facebook. These are all examples of platforms. Platforms are not ordinary businesses scurrying after customers. Instead, they are so-called “multi-sided markets” that connect users on one side and suppliers on the other. Hence Uber puts as...
Heather Hopkins 01 September 2017
Look out! There’s a wealth manager behind you
Does the merger of Rathbones and Smith & Williamson mark the beginning of a consolidation phase for wealth managers? Probably; because there are a number of common challenges that they share with asset managers, advice firms and platforms which are already...
Jeremy Fawcett 25 August 2017
The investment outsourcing trend
With advisers saying that over 80% of their revenue is coming from investment business, the idea of outsourcing this crucial function seems counter-intuitive. Why would advisers pass over to another business the activity that appears to drive their main revenue...
Miranda Seath 18 August 2017
Empire Builders and Nurturers
Our recent research on the adviser market has proved a fascinating exercise, and we have been privileged to speak to many business owners from a wide range of firms. Our glimpses into the inner workings of advice businesses prompted us to try to think about what...
Miranda Seath 11 August 2017
DB to DC transfers
Among the avalanche of ‘terms of reference’, consultation papers and policy statements coming from the FCA this summer (a little light reading for the train to Cornwall on this Friday’s staycation weekend!) is CP 17/16: Advising on pension transfers. The current...
Miranda Seath 04 August 2017