by Annalise Toberman | 22 November 2024 | UK Wealth Management
There are many reasons why wealth managers may want to wrap portfolios into a unitised/fund structure: an expanded investment universe, simpler distribution, streamlined reporting, better control of charges and fewer CGT headaches. But unitised portfolios have been...
by Callum Lawson-Gallagher | 19 July 2024 | UK Wealth Management
Platform model portfolio services (MPS) has continued to experience healthy asset growth, buoyed by growing adviser demand as more advice firms have decided to outsource their investment management functions. Competition among MPS providers has intensified with wealth...
by Callum Lawson-Gallagher | 31 May 2024 | UK Wealth Management
Consumer Duty has encouraged wealth managers to review and change their propositions in various ways, according to our recent UK Wealth Management: Market Overview report. Consumer Duty has accelerated the migration of client portfolios from bespoke discretionary to...
by Lottie Bussell-Ahern | 12 January 2024 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
The proportion of UK adults who are investors rose slightly over the past year – a positive sign in a rather disappointing year. But these headline numbers disguise some important inter-generational shifts, according to our latest UK Consumer Insights report. • The...
by Callum Lawson-Gallagher | 10 November 2023 | UK Fund Distribution, UK Wealth Management
Sub-advised retail funds have continued to be a bright spot in asset management over the past year, with assets having once again grown faster than the wider market. That is the picture that we see in our latest report – UK Wealth Management: Investment Distribution –...
by Richard Bradley | 21 July 2023 | UK Wealth Management
The platform MPS market is maturing faster than we previously predicted. Market volatility in 2022, regulatory changes and advice firm consolidation have accelerated trends that we’ve highlighted before. So competition among MPS providers is getting fiercer, according...
