UK Wealth Management
A subscription to this research stream gives access to four reports a year
For companies looking to understand the structure and trends within the wealth management market, defined as the services provided by firms that focus on managing client investment assets. In particular, we include firms whose principal activities are private client business, managing assets on behalf of intermediaries or multi-manager and multi-asset funds.
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.
The size and structure of the wealth management market and trends in business models, including direct discretionary services – with or without advice – and 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 the rise in financial planning, what will new wealth management business models look like?
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’.
How wealth managers are running portfolios and investment products, including the use of third-party funds vs in-house investments and listed securities, across private client and charity business and via financial advisers. Trends in wealth managers’ investment solutions, including fully bespoke, models, portfolios of in-house funds and sub-advisory.
UK Consumer Insights
A report looking at the behaviours and views of the end investor. Our consumer samples include self-directed investors, advised investors as well as non-investors. Available to all subscribers of our UK reports and packages.