by Richard Bradley | 23 August 2019 | Europe, UK D2C, UK Fund Distribution
Rebates have been confirmed as taxable this month, in the long-running clash between Hargreaves Lansdown and HMRC. This effectively confirms ‘superclean’ share classes are the most tax-efficient mechanism for delivering preferential rates on funds, rather than the...
by Richard Bradley | 02 August 2019 | Europe, UK Adviser Platforms
We’re seeing mergers, acquisitions and partnerships in the platform technology market across Europe and the UK. Some pretty mind-boggling numbers are being thrown around in the European platform market. Allfunds’ platform will administer half a trillion euros of...
by Richard Bradley | 21 June 2019 | Europe
We’re seeing a slow rise in the use of clean share classes across Europe, challenging the existing business models of many platforms. And, unfortunately, we can’t look to the UK for a hint of where we’ll end up. While clean share classes are more or less ubiquitous in...
by Richard Bradley | 31 May 2019 | Europe
If the role of the EU’s Financial Services Action Plan is to harmonise financial services across Europe, then MiFID II is, so far, hardly a roaring success. National interpretations of the rules differ, there are carve outs for segments of the industry and lobbyists...
by Joshua Taylor | 05 April 2019 | Europe
Countries in Europe are implementing financial regulation together, but that doesn’t mean that investors have a homogeneous identity. Our latest European Fund Distribution: Consumer Insights report finds that investors across Europe have few common investing...
by Joshua Taylor | 08 February 2019 | ESG, Europe
Environmental, social and governance (ESG) funds are moving from a ‘nice to have’ to an essential part of many asset managers’ suite of products. And it is all seems to be on the back of growing regulatory pressure as well as consumer demand. Ethical and responsible...
