by Platforum Team | 13 December 2019 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
All across Europe – including UK – we are seeing changes to regulation, demographics and what investors want. Firms continue to evolve their business models and the industry slowly alters course. Our last newsletter of the year covers our predictions for 2020 and...
by Jeremy Fawcett | 18 October 2019 | UK D2C, UK Fund Distribution
This week saw Link pull the plug on the Woodford Equity Income Fund (WEIF), leading to the investment manager’s exit from its other vehicles. WEIF investors don’t know how much of the 85p current valuation will be returned to them in 2020. The Patient Capital...
by Jeremy Fawcett | 30 August 2019 | UK Fund Distribution
The role of asset management looks to be changing as fund managers lose influence and experience falling profit margins. Asset management used to be the main bit of the value chain. If investment performance was good, it didn’t matter how far removed fund managers...
by Richard Bradley | 23 August 2019 | Europe, UK D2C, UK Fund Distribution
Rebates have been confirmed as taxable this month, in the long-running clash between Hargreaves Lansdown and HMRC. This effectively confirms ‘superclean’ share classes are the most tax-efficient mechanism for delivering preferential rates on funds, rather than the...
by Andrew Ashwood | 09 August 2019 | UK Fund Distribution, UK Wealth Management
DFMs are a large and expanding channel for retail investment distribution, with impressive growth from the financial adviser sector via their model portfolios on platforms. Now more than ever, asset managers need to understand how DFMs construct their portfolios,...
by Ross Langbridge | 26 July 2019 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
Age is not just a number, it is one of the most defining variables in British investors’ decision making. Understanding what drives consumers to make choices about investment services and products is critical for firms when developing distribution and marketing...
