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

Private markets access for the masses is coming – get your operation in order

Private markets access for the masses is coming – get your operation in order

The merged entity carries approximately £310bn in private market assets

Ben Hammond
clock 24 February 2026 • 4 min read
Paws for thought: Understanding the power of pent-up demand in China

Paws for thought: Understanding the power of pent-up demand in China

The number of pets in China could rise to 570 million by 2029

Xin-Yao Ng
clock 24 February 2026 • 4 min read
Julius Baer International enters MPS market

Julius Baer International enters MPS market

Gareth Johnson appointed as head of MPS

Isabel Baxter
clock 24 February 2026 • 2 min read