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

SEI to launch two LTAFs in private markets 'expansion'

SEI to launch two LTAFs in private markets 'expansion'

‘Mansion House ambition’

Cristian Angeloni
clock 03 July 2026 • 1 min read
Darius McDermott: Building a resilient portfolio in a concentrated market

Darius McDermott: Building a resilient portfolio in a concentrated market

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

Darius McDermott
clock 01 July 2026 • 5 min read
Fahad Hassan: Progress on many fronts

Fahad Hassan: Progress on many fronts

'Financial markets are increasingly pricing in a more benign inflation environment ahead'

Fahad Hassan
clock 01 July 2026 • 5 min read