An increasing number of clients with significant investable wealth is fuelling greater demand for bespoke investment management, according to new research from discretionary wealth manager Rathbones.
The study, which surveyed financial advisers across the UK, found that advisers expect the proportion of their clients with investable assets over £250,000 to grow steadily over the next three years. Currently, around one in five (21%) of their client base meets this threshold, but advisers expect this will increase to one in four (25%) by 2027. The research also highlighted an age-related trend. Over half (52%) of those currently accessing bespoke investment services are aged between 50 and 55. In contrast, only 15% of those receiving this type of support are under 50. Rathbones h...
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