Generic filters
Exact matches only


Citylogue is for those working in the UK & EMEA wealth management industry. Released fortnightly by our London based consulting team, these articles provide easily digestible insights across wealth management, asset management, and protection.

August 7, 2019
4 realistic ideas about pensions disengagement

Member disengagement in workplace pensions is well documented; with similar issues evident in individual pensions, providers need to be smart but realistic in their communications strategy.

July 11, 2019
Sizing the DB transfer market

The DB transfer market has been a key new source of retail flows in recent years but is under considerable regulatory pressure. Although run rates are well off their peak, underlying dynamics mean that DB transfers should continue to play an important role in new flows.

May 15, 2019
UK wealth value chain is gradually contracting

The UK wealth industry value chain has been resilient over the past decade, despite many changes including rapid growth in AUM, the rise of platforms as a dominant method of distribution to consumers, and access to wholesale or institutional pricing from asset managers.

March 27, 2019
3 reasons why passive share may top out

The upwards march of passive market share seems unstoppable. But there are reasons to think why, in some institutional segments at least, market-cap passive share may peak soon.

February 6, 2019
Advice fees but no service: a question of criminal law

The threat to vertical integration has receded but financial advice is under attack. Ongoing fees underwrite the economics of advice, but if services are not delivered, a crime may have been committed.

January 24, 2019
Adviser remuneration reforms

By investigating practices implicit in vertically integrated business models, the Australian Royal Commission report is likely to…

November 28, 2018
DB Pensions and why DB transfer flows will continue

  Defined benefit (DB) pensions loom large over the UK wealth landscape, with huge assets and even…

November 14, 2018
Future of ISAs – a tax shelter for high income earners?

In our last edition we looked at the narrowing of the ISA market, in particular the divergence of the Cash and Stocks & Shares markets.

October 18, 2018
ISAs in 2018 – a market in decline?

The UK government recently released the Individual Savings Account (ISA) sales statistics for year ended April 2018…

August 10, 2018
Consumers and Platforms – a new behavioural segmentation model

Our last Citylogue highlighted some key findings from NMG’s consumer research for the FCA’s Investment Platform Market…

Scroll to Top