This week, five of the largest DFM firms – Brewin Dolphin, Brooks Macdonald, Investec Wealth & Investment, Quilter Cheviot and Rathbones – got together and launched an 'alliance' to sell financial advisers the benefits of outsourcing their investment function...
Robo-advice hit the headlines again last week when Mark Carney upset the robo-advisers by linking the promise of fintech with the possibility of systemic risk. While the start-ups, sandboxes and incubators get all the attention, slowly but surely a quiet revolution...
We think that there will be further M&A activity and consolidation of assets to a small number of platforms in the next five years. This is a prediction for the UK platform market but in the meantime, the largest platform by AUA in Europe (including the UK) is...
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