Michael@Fundscape
@fundscape8
Market Intelligence Manager at Fundscape
ID: 1450102200894738434
18-10-2021 14:12:04
31 Tweet
78 Takipçi
196 Takip Edilen
From boom to bust for platforms. It was a tough quarter and it will get worse. Our latest Q122 figures are here. Quilter for Advisers topped for adviser platform flows while Transact Wrap was back in pole position for net. fundscape.co.uk/press-centre/f… #platforms #platformindustry #advice
We're live with April data! A tardy client meant the release went out later than normal. April AUM was £568.6bn, while gross & net flows were £21.4bn & £3.4bn. Join us for accurate, timely, relevant & actionable #distributionintelligence Fundscape UK @AltusLtd
With interest rates and inflation climbing, Holly Thomas explains how you can ensure your portfolio is better positioned to weather the upcoming headwinds. comparetheplatform.com/recession-proo… #investments #inflation #recession
The Q2 Direct Matters report is out. Assets dropped 3.5% and flows were at lockdown levels. fundscape.co.uk/press-centre/a… Hargreaves Lansdown interactive investor (ii) Vanguard UK @AJBellYouinvest Halifax #D2Cplatforms #investingapps #D2Cinvestment
Platform assets shrank and gross and net flows fell significantly in the third quarter, according to Fundscape UK's latest report. Read more insights on how platforms have fared 👇 citywire.com/new-model-advi… ✒️ Chloé Meley
“I think the whole thing stinks and one side is clearly lying." The CII-PFS battle has been well covered, But how to separate the fact from the fiction? Justin Cash has been on a journey to do that. comparetheplatform.com/the-cii-v-the-… #advisers #longread #investigation
We're live with Jan23 data (yep well ahead of competitors). Assets rose to £569bn, gross sales nudged up to £12.1bn but net dropped to £675m - lower than Jan and Dec 2022. Investors are feeling the pinch and sentiment is poor. #distributionintelligence @fundscapeuk Equisoft_UK.
A tough Q1 for the D2C market with net sales substantially down on previous first quarters. Vanguard UK, interactive investor (ii) and Hargreaves Lansdown were the quarter's winners. #D2C #DIYplatforms #DIYinvesting #robo #Digitalinvesting #distributionintelligence fundscape.co.uk/press-centre/q…
We signed 4 fund mgmt agreements this week. Why take a scattergun approach when data science can help you pinpoint opportunity? Finscape gives you fresh, timely, relevant & actionable data. #distributionintelligence #investmentmanagement Fundscape UK Altus Consulting Equisoft_UK
There was no respite for the direct market in Q2. AUA rose to £298bn. Qtly gross flows were a solid £11.4bn, but net were in the doldrums at £3.9bn. interactive investor (ii) and Vanguard UK topped the sales charts for the qtr and the year. fundscape.co.uk/press-centre/n… #direct #d2cplatforms
Worst 2nd qtr (tail-end of ISA season) for platforms in 13 yrs. AUA rose to £903bn, gross sales were £34bn but net sales fell to £5.4bn. Aegon UK, AJ Bell Investcentre, Quilter for Advisers & True Potential topped the charts. fundscape.co.uk/press-centre/l… #platforms #advice
Is it the light at the end of the tunnel? Platform assets soared to a trillion in Q1 thanks to strong markets. Gross flows were £38bn & net flows were £7bn. Quilter for Advisers & Aviva UK led for gross and net flows. Find out more here: fundscape.co.uk/press-centre/t… #platforms #advice