- 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...
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
- 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...
- 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...
- 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…
- 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...