Our regular round-up of the latest insights on investment distribution
Exploring the opportunities and challenges of tailored model portfolio services
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...
UK D2C assets surpass £500bn: the evolving UK D2C landscape
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...
“We’ve come a long way”. A fundamentally altered advice industry
Discretionary model portfolios run by third-party wealth managers are now the leading investment strategy among financial advisers and the default solution for many of them. Since 2020, their share of advised assets has doubled, according to Platforum’s latest...
European platforms and the ‘retailisation’ of alternatives
Platform assets across Europe (including UK) surpassed €5,000bn at the end of 2023, according to Platforum’s recent European Fund Distribution: Platforms report. Platforms continue to take a higher proportion of total UCITS distribution as more institutions and...
How Consumer Duty is changing 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...
Solid start for adviser platform in 2024
The UK adviser platform market seems to be on the road to recovery after a difficult couple of years, but some bumps still lie ahead, according to our most recent UK Adviser Platforms: Spring Update report. Indicators of improvement include total platform AUA...