Rodolfo Crespo

Rodolfo Crespo: Eastern opportunities for financial advice

On the eve of Brexit, RDR-proof business models should see the opportunities to gain traction further afield The recent FCA announcement of a mutual fund recognition deal with Hong Kong’s Securities and Futures Commission should have caught the attention of the UK investment management industry. UK-domiciled funds will get approval for retail distribution in Hong […]

Juan Alcaraz

The Big Interview: Allfunds chief executive on becoming the Amazon of the distribution world

Juan Alcaraz explains how big data is going to transform the investment industry. European platform Allfunds chief executive Juan Alcaraz is described by some as the most powerful man in the continent’s fund industry. The ex-global chief executive of Santander Asset Management first had the idea of building a platform business while he was working as […]

Platforum: Comparing fund selection bottlenecks in the UK and Europe

Assets held on UK platforms represent over a quarter of the more than €2trn (£1.8trn) assets on-platform in Europe, according to Platforum data. The UK is the leading open architecture market for funds thanks to predominantly adviser-led distribution. In continental Europe, where distribution is bank-dominated, open architecture also picked up over the last few years. […]

Under the bonnet of fund research agencies: The Adviser Centre

The Adviser Centre may soon benefit from the scale that comes with acquisition We conclude our series looking under the bonnet of fund research agencies with an examination of The Adviser Centre. Like other agencies, The Adviser Centre was launched shortly after the RDR came into force to provide investment research and consultancy to advisers. […]

Under the bonnet of fund research agencies: RSMR

RSMR defines itself as an adviser-centric research agency. We agree with that view but also think it has yet to reach its full potential. Established in 2004, RSMR is now the fifth most influential research agency among advisers, according to our report The Influence of Research Agencies. The proportion of advisers using RSMR has increased […]


Under the bonnet of fund research agencies: Morningstar

If there is one name that comes to mind when discussing research agencies, it is Morningstar. Asset managers make the headlines when a fund has won or lost a rating from the group thanks to its global reach and reputation. Morningstar has enjoyed market domination for years and acquired its main UK competitor at the […]

Platforum: Why FundCalibre adviser push adds up

A joint venture between Albemarle Street Partners and direct platform Chelsea Financial Services, FundCalibre was launched in August 2014 At the time, direct-to-consumer platforms did not offer many tools to help investors select funds, and FundCalibre’s research portal aimed to address this. However, as our recent report, The Influence of Research Agencies, revealed, third-party ratings are […]

Under the bonnet of fund research agencies: FE

We continue our series profiling the main UK fund research agencies with a look at FE; the most popular among advisers. According to our research, 61 per cent of advisers use research agencies to inform their fund selection process, of which a huge 80 per cent use FE through one of its two adviser propositions: […]


Under the bonnet of fund research agencies: Dynamic Planner

We continue our series profiling the main UK fund research agencies with a look at Dynamic Planner. Dynamic Planner is a popular risk profiling and financial planning service offered by Distribution Technology. However, its fund ratings, which are available only to licensed users, are not as well known. Indeed, the ratings part of the service […]


Under the bonnet of fund research agencies: Defaqto

This week we begin a series profiling the main UK fund research agencies, kicking off with Defaqto. Platforum research shows 24 per cent of advisers using such agencies use Defaqto, making it the fourth most popular. The research also finds Defaqto users typically use FE and Morningstar too. The number of advisers relying on one […]