Bespoke investment services see rising demand as advisers prepare for further growth

As retirement concerns grow

Sahar Nazir
clock • 2 min read

Demand for bespoke investment management services delivered through financial advisers is on the rise, and the trend is expected to accelerate over the next two years, according to Rathbones.

The wealth and asset management firm found that more individuals, particularly within an ageing UK population, are turning to financial advisers for tailored investment services as they seek to secure their financial futures in retirement. This shift reflects growing concerns among clients about whether they will have sufficient resources and make the right decisions to maintain their standard of living later in life. Rathbones' research revealed that demand is being driven primarily by relatively affluent individuals. Nearly half (46%) of advisers require clients to have a minimum po...

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

Sahar Nazir
Author spotlight

Sahar Nazir

News Editor at Professional Adviser

More on Your profession

SimplyBiz CEO warns of advice sector 'polarisation'

SimplyBiz CEO warns of advice sector 'polarisation'

Important to continue supporting smaller firms, Tom Hegarty tells PA

Isabel Baxter
clock 24 July 2025 • 5 min read
PFS invests £1m in future talent

PFS invests £1m in future talent

Key that financial planning tackles 'mistrust' and knowledge gaps

Sahar Nazir
clock 23 July 2025 • 2 min read
Women in Financial Advice Awards 2025: Shortlists revealed!

Women in Financial Advice Awards 2025: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 12 November

Professional Adviser
clock 23 July 2025 • 9 min read