by Rodolfo Crespo | 14 September 2018 | Archive
Hong Kong and Singapore have been attracting talent and wealth for some time. These days, they also compete to be amongst the most influential fintech and private banking hubs in the world. Many international asset managers have tried to tackle these markets but only...
by Rodolfo Crespo | 04 May 2018 | Archive
Platform growth has accelerated across Europe. Assets under administration on platform are just shy of €2.5 trillion as at end of 2017. B2B platforms are four times bigger than direct platforms. While digital investing is the only way going forward it doesn’t have to...
by Rodolfo Crespo | 02 March 2018 | Archive
On a rainy December day last year, Hargreaves Lansdown announced the inclusion of the First State Asia Focus Fund on its Wealth 150+ select list. Suddenly, the sun shone for this fund! Morningstar data shows that net flows in the following month after the Wealth 150+...
by Rodolfo Crespo | 02 February 2018 | Archive
Today we publish our report on the size and structure of the D2C market showing a sector that has ballooned to over half a trillion AUA. This consists of direct platform assets but also the wider execution-only market with wealth managers (including the ‘robos’),...
by Rodolfo Crespo | 15 January 2018 | Archive
The Platforum Investor Experience Leaderboard is topped by AJ Bell Youinvest for the first time. The platform scores consistently across the board, receiving maximum marks for investment choice and top marks for cost (smaller portfolios), customer service, guidance...
