// Trustnet Tag

19 Sep 2016 Gatekeepers — it’s been a year!

Gatekeepers.  That word strikes fear into many fund managers' hearts and rightly so. These are the people who increasingly influence and direct the volume of sales in the UK, and if a fund group isn't on their radar it's potentially missng out on some sizeable assets. The problem becomes even more acute when the investment outlook is stormy and investors are taking shelter.

The Gatekeepers analysis by Fundscape and GBi2 was designed to shed  light on this murky world and help fund groups understand and pinpoint available opportunities. But it was also designed to help advisers and investors make sure  they work with gatekeepers who are actually making a demonstrable difference to investor outcomes.

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D2C

17 Mar 2014 End investors in sight

It’s been very busy in the D2C platform world and competition is hotting up as the April deadline for unbundled platform pricing approaches. Hargreaves Lansdown was the first to announce its post-RDR charging structure and was followed by Fidelity, Barclays and a host of other discount brokers and direct platforms in the days and weeks that followed.

The lang cat’s price comparisons are comprehensive (latest update at http://langcatfinancial.co.uk/blog/cut-price-fruit-russian-oligarchs-gary-coleman/) so I’m not going to reinvent the wheel, apart from pointing out the outliers. These include a pretty expensive Chelsea, which announced its charge of 60bps (which includes the Cofunds fee of 20bps) and Barclays at 70bps for £5k but tiering down quickly to 35bps from £10K. At the other end, Charles Stanley Direct is one of the cheapest for the modest end of the market with a fee of 25bps up to £250K and then 20bps from there upwards. In a bid to attract customers from other platforms, it will also waive the platform charge for a year for all new money and transfers to its platform until 1st April 2014.

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