Our regular round-up of the latest insights on investment distribution
Model portfolio services and fee pressure
Advisers have been squeezing costs in the value chain for the past decade. Their own fees have held up well – after all, they’re the ones in the driving seat, and with direct contact with clients advisers are well-placed to extol the value of their services. But...
Richard Bradley 16 September 2022
Cost, (not) above all else
Advisers put the bulk of their clients’ assets on platforms for a few main reasons: access to multiple tax wrappers as well as better portfolio management and reporting capabilities. However, what lies behind an adviser’s decision to use a particular platform? We...
William Moss 02 September 2022
The private capital opportunity in the D2C market
Private capital forms much more of the UK economy than it used to, and there is a sense that private equity investors can target companies in their highest growth phase. How can self-directed investors get in on the act and is this an opportunity for D2C providers?...
Jeremy Fawcett 08 July 2022
Prospects for growth in platform MPS
Model portfolio services used by third-party financial advisers remained the fastest growing area for wealth management assets last year. The big question is: how much more has MPS growth got to run? MPS assets totalled a little over £80bn at the end of 2021,...
Richard Bradley 24 June 2022
Asset managers and distribution platforms: a changing relationship
European platforms have dramatically increased their share of retail fund distribution in Europe over the past five years – they now control over a quarter of European fund AUM. Scale has helped the largest institutional platforms to develop value-added services...
Victor Garcia Priego 20 May 2022
D2C guidance: less conviction, more in-house
Most D2C services provide guidance in some way, frequently in the form of select lists and investment solutions – either ready-made portfolios or funds. Guidance is growing in importance. This is partly because it helps first-time investors – at a time that...
Andrew Hutchings 29 April 2022