by Richard Bradley | 18 June 2021 | UK Wealth Management
Price pressure in the UK wealth management market continues to intensify. LGIM’s launch of a model portfolio service (MPS) at 5bps last week sets a new benchmark for low-cost portfolio management. MPS providers who charge 30bps or more are starting to look very...
by Richard Bradley | 15 January 2021 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Wealth Management
“We are all in the same storm – the pandemic – but we are not in the same boat.” The pandemic has impacted on different people very differently. We have just published our annual UK Consumer Insights report, looking at the behaviours and views of UK adults about their...
by Platforum | 18 December 2020 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
2020 has been a disaster for many businesses. The financial services sector has been very lucky in comparison, insulated from the worst of the crisis. Looking ahead to 2021, we examine here the major trends that are due to shape retail investment channels across the...
by Andrew Ashwood | 11 December 2020 | UK Wealth Management
Financial advisers’ use of DFMs and multi-asset funds by grew rapidly post-RDR. More broadly, in-house model portfolios and similar ‘investment solutions’ have become more popular with advisers, all at the expense of building bespoke advisory portfolios for each and...
by Andrew Ashwood | 13 November 2020 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Wealth Management
Adviser platforms delivered their second consecutive quarter of growth, rebounding from their losses in the tumultuous first quarter of 2020. Platform assets grew by 2.5% in the quarter to £554bn, despite falls in stock markets in the same period when the FTSE...
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...
