White-labelling and the implications for providers
The rise of white labelling is indicative of broader trends that will have implications across the supply chain. Earlier this week we published a report that includes a stunning finding: half of financial advisers in firms with £250m + in AUA plan to launch a white...
NextWealth April Newsletter: Process as competitive advantage
We tend to think large companies are slow to change and small ones have the advantage of being nimble. But covid has shown that view to be overly simplistic. Sometimes players with scale can change more quickly: ‘process’ can be a competitive advantage....
Owning the value chain – building a platform
James Priday, CEO of P1 Investment Management, chose one of the bravest options for his Advice Tech Live session – a live online demo. But before he crossed his fingers and logged on, he talked through the background with Heather Hopkins. When he had become MD of an...
NextWealth Newsletter: Platforms, PE and Wealth Management Trends
Another day, another private equity firm has snapped up a company in the retail investing industry. This week it was Parmenion… Who’s next? The gossip is almost good enough to tear us away from Piers, Oprah and the royals. Private equity (PE) firms don’t...UK Fund Distribution Strategy – Central Influence, Local Choice
There is a deeply mistaken view that pervades board and executive teams in asset management and many platform businesses. It is that decisions on fund and platform choice are centrally controlled. They are not. Instead, the reality in most cases can be summed up as:...FOLLOW US
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