I'm looking for...


The Wealth Managers Review 2020 – Launch Webinar

On the 2nd April 2020 Research in Finance hosted an online breakfast briefing to launch The Wealth Managers Review 2020, a report that aims to help asset management companies, specifically their sales, distribution and marketing teams, to further improve their understanding of the wealth management market.

One of our founders, Toby Finden-Crofts gives an introduction to what we do here at Research in Finance and how we have adapted in light of Covid-19. Then Annalise Toberman our Head of Insight takes us through some of the highlights of the WMR 2020 Review.

The report itself will answer key questions:

  • Will financial advisers continue to outsource investment management to DFMs?
  • How do fund selectors make decisions around adding funds to buy lists?
  • How are they building portfolios?
  • How has regulation and consolidation impacted how DFMs run their business?
  • Which kind of relationships do they value with asset managers?
  • Which sales teams and individuals do DFMs think are serving them well?

To purchase a full copy of the report do drop Toby Finden-Crofts or Richard Ley a line or to download a synopsis of report click here.

The Wealth Managers Review 2020