Adviser platforms see surge in trust purchases

Record high in Q1 2021

Kathleen Gallagher
clock • 1 min read
£368m of investment trusts purchased on adviser platforms in Q1

£368m of investment trusts purchased on adviser platforms in Q1

Demand for investment trusts have led to a record first quarter for adviser platforms with £368m of the asset class purchased, up 22% from the previous record.

The data, compiled by Matrix Financial Clarity, showed there were 1,730 adviser firms and 51 wealth managers buying investment companies between January and March this year. This is the highest num...

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