by Richard Bradley | Jan 15, 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 | Dec 18, 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 Victor Garcia Priego | Nov 20, 2020 | Europe
Europe is a highly diverse continent – this maxim also applies to fund distribution. There has been a dramatic increase in cross-border sales in the past decade, and MiFID II has been introduced to harmonise regulation across markets. However, the implementation of...
by Andrew Ashwood | Nov 13, 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 Victor Garcia Priego | Jun 12, 2020 | Europe
Fund platforms are no longer simply intermediaries linking asset managers and distributors. This is especially true of institutional platforms, which over recent years have moved far beyond their traditional role as facilitators of fund transactions and distribution...
by Victor Garcia Priego | May 22, 2020 | Europe
Institutional fund platforms have unexpectedly become a force that is set to shape the future of fund management – despite their being unlikely candidates for headlines even in the trade press. Once a mere appendix of a couple of banking groups in Europe’s periphery,...
