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 | 12 July 2024 | UK D2C
UK Direct-to-Consumer (D2C) assets passed the £500 billion mark by the end of Q1 2024, but it was strong investment performance rather than net flows that drove assets higher. Much of the D2C market is dominated by direct platforms that offer open-architecture...
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 Callum Lawson-Gallagher | 26 April 2024 | UK D2C
The evolving D2C landscape is shifting the distribution opportunities for asset managers. While they have historically relied on direct platforms for product distribution, new opportunities are emerging with neo-brokers. These are often all-in-one investment solutions...
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 –...