UK Wealth Management

A subscription to this research stream gives access to three reports a year

For companies looking to understand the structure and trends within the wealth management market, including discretionary managers, private banks and family offices.

The research segments wealth managers by their business models and enables competitor analysis, benchmarking and positioning. It will help wealth managers to identify opportunities and threats and supports strategy and proposition development.

Market Overview

The size and structure of the wealth management market and trends in business models, from directly distributed discretionary services – with or without advice – or via third-party advisers. Changing competition as firms focus on third-party distribution over their own private client business. How firms reconcile process standardisation and bespoke client service. With consolidation, vertical integration and rise in financial planning, what will new wealth management business models look like?

Platform MPS

The distribution landscape through third-party advisers via platforms. Competition between wealth managers, differentiation and breadth of distribution. Market size and leading providers of platform-based model portfolio services, growth in the market and pricing analysis. Advisers’ attitudes towards third-party MPS, including how they select MPS providers, what types of portfolios are being used and views on ‘agent as client’ versus ‘reliance on others’.

Investment Distribution

How wealth managers are running portfolios and investment products included. The use of third-party funds vs in-house investments and listed securities across private client, charity and via financial advisers. Trends in wealth managers’ investment solutions, including fully bespoke, models, portfolios of in-house funds and sub-advisory.

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