James Zhang, James Zhang, Rodolfo Crespo, Charles Lake - August 4, 2022
Return of UK Bancassurance
Banks play a pivotal role in serving the life protection needs of mid-market consumers globally. UK banks...
Charles Lake
As the head of NMG’s UK and EMEA practice, Charles brings forth a wealth of experience in leading consulting engagements across distribution strategy, participation strategy, and commercial due diligence for esteemed clients in the wealth management, asset management, and life insurance sectors. Operating within a diverse range of markets, including the UK, South Africa, the Middle East, and Europe, Charles showcases his expertise and broad perspective on a global scale.
Knowledge By Charles Lake
Charles Lake, Rodolfo Crespo - March 9, 2022
The UK Master Trust Equity Story
With growing allocations of private capital into the long-term savings market, small independent Master Trusts offer an opportunity...
Ashwin Field, Charles Lake - February 7, 2022
International Adviser Study – Key Accounts
Positive sales momentum and faster-than-expected rotation to digital and remote models in 2021 underpins the international sector’s…
Charles Lake, Rodolfo Crespo - November 29, 2021
MPS Market Landscape: Part 2 – DFM Responses to Asset Manager MPS
Given growing competition from asset managers, what can DFMs do to protect and grow their share of...
Charles Lake, Rodolfo Crespo - September 16, 2021
MPS Market Landscape: Part 1 – Asset Managers as MPS Providers
In the first part of our MPS Market Landscape series, we will be covering - why asset...
Charles Lake - August 11, 2020
The Financial Adviser Opportunities for DFMs
With growing competition between model portfolio providers, what can discretionary fund managers do to position themselves more…