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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.

July 14, 2018
Key Consumer Findings From the Investment Platform Market Study

  Platforms now dominate UK retail advised flows, and we discussed in this recent Citylogue the benefits…

June 20, 2018
Price vs value strategies in UK retail protection

The UK retail protection market is characterised by relatively low customer engagement, with most purchases driven by…

April 16, 2018
Value-for-money in UK asset management: taking a deeper look

  What to make of the FCA’s PS18/8 Asset Management Study Remedies released last week? It looks…

March 28, 2018
AE: 10 million reasons why you’d rather be an asset manager than shopowner

  In around 10 days, the UK embarks on an experiment of grand proportions when minimum contribution…

February 21, 2018
UK equity release: returning to respectability

  In Part 1 of our focus on equity release, we identified the core drivers of a…

January 24, 2018
Rehabilitating UK equity release

  Almost a dirty word following mis-selling incidents, equity release in the UK has experienced something of…

December 19, 2017
Why Fidelity’s fulcrum fee model is more radical than it looks

  The market reaction to Fidelity’s introduction of a “fulcrum” management fee model in its UK fund…

December 5, 2017
Streamlined insurance distribution: a digital success story with lessons for wealth

The UK has a vigorous and innovative insurance industry which often leads its wealth and asset management…

November 21, 2017
Bottom line vs triple bottom line: making ESG more sustainable

The role of Environment, Social, and Governance (ESG) factors in investment strategy is growing, with the Global…

November 7, 2017
DC pensions: growth is coming; what about revenues and profit margins?

In our launch edition, we looked at how big increases in minimum contribution rates for DC pensions…

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