Fundscape UK
@FundscapeUK
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Unique insight into asset management and platform trends.
London
Joined September 2010
If we could condense this account into a 2-minute or less video, this is it. “Whatever you’re fed, you spit back out. You have no critical thinking skills and you believe him over everyone else in the world.”
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Check out how the top 5 D2C platforms have changed over the last five years! https://t.co/aGjaDDlXd0
@ii_couk @Vanguard_UK @ajbell @HLInvest @Fidelity_UK @moneyfarmUK @thenutmegteam @InvestEngine
#DIYinvesting #D2Cplatforms
public.flourish.studio
A Flourish data visualization by Fundscape
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D2C platforms had a stellar sales year in 2024 buoyed by positive consumer sentiment in the first half and budget uncertainty in the second half. @ii_couk @Vanguard_UK and @ajbell topped for net sales. https://t.co/nCvu9Zvf5R
#DIYinvesting #D2Cplatforms
fundscape.co.uk
Budgets and politics may have disrupted the fourth quarter, but it was nonetheless a strong...
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Platforms in the third quarter. Assets now £1.1trn, gross flows £38.3bn and net, £5.4bn. @Quilter_Adviser , @AvivaUK and @Transact top the leaderboards. #platforms #advice #retailwealth #distribution
fundscape.co.uk
The third quarter kicked off with a new Labour government and cautious optimism at its pro-business stance. However, election euphoria soon
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3days to go until we publish Q3 platform data (Friday)! Gross advice platform flows were steady at £20.7bn stayed steady, while net rose slightly to £3.1bn. This animation shows you the fascinating historical trend. https://t.co/DQLYtGKRa7
#platforms #adviserplatforms
public.flourish.studio
A Flourish story by Fundscape
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We don't come here often, but when we do it's #Bedlam. Surely we're not the only ones who think that @X is nothing more than a shitty echo chamber, a crock of steaming, rancid shit??? In fuckwittery terms, @elonmusk has outdone himself and that's saying something. #timetomoveon
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Check out the top 5 adviser platforms for gross and net flows since 2011. It's mesmerising! @Quilter_Adviser @AvivaUK @Transact top for gross and net flows for the quarter and YTD 2024. https://t.co/6FCz95fOeS
#advice #adviserplatforms @f_l_o_u_r_i_s_h
public.flourish.studio
A Flourish data visualization by Fundscape
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Platforms in the second quarter: The gross flow is willing but the net is weak. @Quilter_Adviser @AvivaUK and @Transact topped the gross and net tables. Get the full insight here: https://t.co/to5AUq8BHO
#platforms #retailwealthmanagement #advice
fundscape.co.uk
Stock markets continued to climb in the second quarter, with the FTSE All World growing...
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I’m a doctor originally from Afghanistan who is now proudly serving people of all backgrounds in NHS. Despite the fear of violence against my faith & background, I won't be intimated. UK is my home & I will continue to help anyone who needs it. We shouldn't give in to racism.
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A second cracking 2nd quarter for the #D2C industry. Assets jumped to £361bn, record-breaking gross flows of £15.3bn and best net flows since 2021. @ii_couk best for quarterly & YTD net sales. #directinvesting #DIYinvesting #distribution More here: https://t.co/bOZi7JYgO3
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Is it the light at the end of the tunnel? Platform assets soared to a trillion in Q1 thanks to strong markets. Gross flows were £38bn & net flows were £7bn. @Quilter_Adviser & @AvivaUK led for gross and net flows. Find out more here: https://t.co/XfOfgAf15P
#platforms #advice
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Today's been interesting, right? Well we're live with October data and it ain't pretty either. Assets down to £593bn, gross sales stable at £14.8bn and net sales negative to the tune of £789m. We can help fund mgrs. @AltusCons @EquisoftUK @FundscapeUK #distributionintelligence
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The third quarter of 2023, was the worst quarter on record for platform industry net flows: https://t.co/i8mrkc1WPo
#platforms #advice #platformindustry
fundscape.co.uk
Global stock markets were down, but UK stock markets were up in the third quarter. The net effect was that platform assets flatlined with a tiny 0.2% rise to £906bn.
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Q3 Direct Matters report is now out. Assets are back over £300bn but gross and net flows fall to just £9bn and £1.8bn. It's not going to get any easier. Find out more here. https://t.co/Hm7lcPMT9p
#d2cplatforms #d2cmarket #diyinvesting
fundscape.co.uk
With a disappointing ISA season having set the tone for the rest of 2023, the third quarter was always going to be a struggle.
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We got a delicious cake from @ii_couk to celebrate the arrival of their cute new robots. Keep an 'eye eye' out for them on your screen. ❤️
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Best outcome for 7IM - a hands-off parent on the other side of the pond and not an idiot PE house thinking it can smash various platforms together and squeeze money out in the process.
professionaladviser.com
Ontario Teachers' Pension Plan buys majority stake in 7IM
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July's distribution intelligence data is now live. Assets rose to £587bn, but gross and net sales were down at £16bn and -£380m respectively, the third consecutive month of net outflow. Fund managers need #Finscape for accurate, timely and actionable #distributionintelligence.
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Worst 2nd qtr (tail-end of ISA season) for platforms in 13 yrs. AUA rose to £903bn, gross sales were £34bn but net sales fell to £5.4bn. @AegonUK, @Investcentre, @Quilter_Adviser & @TruePotential_ topped the charts. https://t.co/gUa1UxH0uB
#platforms #advice
fundscape.co.uk
As the tax-year-end approached, platform activity warmed up and there were high hopes that the momentum would carry through.
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Bella Caridade-Ferreira, CEO of @FundscapeUK said, ‘The cost-of-living crisis, competition from cash, consumer morale, and the Consumer Duty have wreaked chaos on the platform industry in 2023. No platform has been spared from the downturn in business."
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There was no respite for the direct market in Q2. AUA rose to £298bn. Qtly gross flows were a solid £11.4bn, but net were in the doldrums at £3.9bn. @ii_couk and @Vanguard_UK topped the sales charts for the qtr and the year. https://t.co/RN33Rn8jIz
#direct #d2cplatforms
fundscape.co.uk
The trading environment in the second quarter provided no respite from the headwinds that have been pummelling the direct platform market.
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