UK D2C: Investment Distribution

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UK D2C: Investment Distribution

This report reviews how investment products are distributed through the UK direct-to-consumer (D2C) channel. We look at the products that are available through different services, before analysing the influence of direct platform product promotion.

 This report is prepared for asset managers looking to maximise fund distribution via D2C propositions. It is also for online investing services (including banks) considering how to best manage guidance and wanting to benchmark against competitors.

We look at three main forms of non-advised guidance, and their impact on investment distribution:

  • Select lists.
  • Ready-made portfolios.
  • Multi-asset/ multi-manager funds (own brand or third-party)

We also look at products used within digital wealth managers’ discretionary portfolios.

What you can find in this report:

  • Chapter 1 looks at the guidance on direct platforms and who offers what.
    Chapter 2 focuses on select lists – how they are structured, monitored, governed and what products
    are included.
    Chapter 3 looks at ESG guidance.
    Chapter 4 assesses the products included by digital wealth managers.
    Chapter 5 summarises the guidance offered by the leading direct platforms.

Fill out the form to download a report outline of UK D2C: Investment Distribution

Objective research.  Trusted insight.