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Richer ageing population fuels rising demand for tailored investment support
A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new research* from Rathbones, one of the leading UK discretionary wealth management firms.
Rise in personal wealth actively managed by financial advisers gathers pace
Rathbones found that due to an ageing population, every adviser surveyed has seen rising interest in active, bespoke investment services since 2023.
Active is outperforming passive on fixed income but being outsold
Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.
Rathbones Group Plc First Quarter Trading Update
A trading update for the three months ended 31 March 2025 from Rathbones Group Plc.
Retirement planning drives demand for bespoke investment services
Financial advisors expect demand to rise for bespoke portfolios
VAT on school fees could raise cost of private education to £667,900
Parents sending a child to private school face paying up to £111,300 extra.
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