by Richard Bradley | Aug 6, 2021 | UK Wealth Management
Further concentration is coming in the wealth management market, as Raymond James announced last week that it was looking to acquire Charles Stanley. There are efficiencies to be gained from scale in wealth management. Firms have increasingly focused on centralising...
by Andrew Ashwood | Jul 23, 2021 | UK Financial Advisers, UK Wealth Management
DFM use is on the rise among financial advisers and platform-based managed portfolio services (MPS) have been the main beneficiaries. Recent Platforum research shows that advisers are using more DFMs now than they were two years ago, with advice firms that use...
by Andrew Ashwood | Jul 16, 2021 | UK Financial Advisers, UK Wealth Management
Managed portfolio services (MPS) on adviser platforms are one of the fastest growing segments of the market. Some of the strongest growth for wealth managers has come from MPS distributed through financial advisers. In 2020, platform MPS grew much faster than adviser...
by Richard Bradley | Jun 18, 2021 | UK Wealth Management
Price pressure in the UK wealth management market continues to intensify. LGIM’s launch of a model portfolio service (MPS) at 5bps last week sets a new benchmark for low-cost portfolio management. MPS providers who charge 30bps or more are starting to look very...
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...
