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

European Influence

The key to penetrating foreign fund markets is taking the time to build relationships and a locally established brand. Apparently it’s all about drinking coffee; which conjures up charming images of cafes around Munich’s Marienplatz or the old town of Salzburg. The...

The rise and fall of pension wrappers

“A man loves the meat in his youth that he cannot endure in his age.” Shakespeare’s aphorism on pension savings (OK, it’s on aging -- from Much Ado About Nothing) is relevant today in light of radical changes to pensions savings in more recent history. The dawn of...

DFM models on platform

Discretionary fund management model portfolios on platform are a hot topic – and rightly so. They are a powerful source of growth for platform assets and a sleek route for DFMs to access the wider retail market. It is still early days for model portfolios on...