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 –...
by Callum Lawson-Gallagher | 03 November 2023 | Europe
The largest European retail fund markets made only modest recoveries in 2023 after massive declines in 2022. Investors turned towards cash and domestic products rather than third-party funds. In Spain, the share of assets managed by foreign managers reached its lowest...
