Lessons from the Asset Management Market Study - Roundtable

See some of the initial reactions to the findings of the Asset Management Market Study from the likes of KPMG, Capital Asset Management, Yellowtail Financial Planning and Liberum.

Go to the profile of Money Marketing
Aug 02, 2017

Following the recent Asset Management Market Study, we joined forces with J.P. Morgan Asset Management, to create an open forum for discussion about the findings of this research.

Our latest roundtable covered a range of related topics...

  • Has the FCA gone far enough with its package of remedies to boost competition in asset management?
  • Can the all-in fee work in practice?
  • Is the industry going wrong with its current use of benchmarks and performance reporting? If so, how could this be changed to better inform investors?
  • What would be the impact of switching off all pre-RDR trail?
  • Is the FCA right to be concerned about platforms and vertically integrated businesses?

...and we invited some of the best industry specialist to have their say:

  • Julie Patterson, head of asset management regulatory change, KPMG
  • Anastasia Petraki, head of research and statistics, Investment Association
  • Alan Smith, chief executive, Capital Asset Management
  • Dennis Hall, managing director, Yellowtail Financial Planning
  • Justin Bates, analyst, Liberum

Keep your eyes peeled for the full write up!

Go to the profile of Money Marketing

Money Marketing

Money Marketing, Centaur

The leading magazine and website for IFAs and professional financial advisers. Pensions, investment, mortgages, protection, platforms and regulation news.


Go to the profile of John
John 6 months ago

Go to the profile of John
John 6 months ago