- 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…
Charles Lake
Charles is co-lead for NMG’s strategy consulting in the UK, focusing on participation and distribution strategy for asset managers, life insurers and wealth managers. Charles works in NMG’s strategy team across markets including the UK, South Africa and the Middle East.
Knowledge By Charles Lake
- April 14, 2020
COVID – Planning Now to Capture the Emerging Product Opportunity
Having sent initial COVID communication to existing customers, now is the time for life insurance and wealth...
- 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...
- 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…
- 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...
- 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...