Barclays: Fund groups must 'completely rethink' retail strategies post-RDR

clock

Asset managers are likely to engage in a "fundamental rethink" of their retail strategies as more customers go direct in future, according to analysts at Barclays.

In a note on the landscape for financial services firms post-Retail Distribution Review (RDR), the bank said branding will become increasingly important as the direct-to-consumer market gathers momentum. "Recognition is typically low for the asset management industry with a low degree of customer interaction compared to other financial services," the note read. "This may have been fine when manufacturers distributed their products predominantly through an incentivised adviser network of a few thousand." "However, we believe asset managers are likely to fundamentally rethink their s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Investors take group action against RL360 over collapsed funds

Investors take group action against RL360 over collapsed funds

Claim brought to Isle of Man to seek compensation for losses

Isabel Baxter
clock 27 March 2025 • 2 min read
Watch Professional Adviser's Working Lunch on Baillie Gifford's Scottish Mortgage trust - A World of Opportunities

Watch Professional Adviser's Working Lunch on Baillie Gifford's Scottish Mortgage trust - A World of Opportunities

Catch up on the discussion

Professional Adviser
clock 25 March 2025 • 1 min read
Other investing strategies are available: Performance chasing has served well despite risks

Other investing strategies are available: Performance chasing has served well despite risks

'Perhaps not surprisingly in such momentum-driven markets, performance chasing came out top'

Laith Khalaf
clock 24 March 2025 • 4 min read