
Retail Distribution Report
The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel. In the era of Consumer Duty, the need to understand these investors is significant. Direct books alone do not paint a representative picture of demographics, user journeys, costs paid, service or other factors.

Download the Table of Contents
Get a free preview of the insights shaping distribution strategies in today’s self-directed landscape. Download the Table of Contents to see how asset managers can adapt to evolving investor behaviour, regulatory expectations, and digital transformation.

Who is it for?
This report is essential reading for asset managers, investment trusts, and wider market observers, including consultants and acquisitions, looking to navigate the shifting dynamics of retail distribution.
As self-directed investors play an increasingly dominant role in the market, understanding their behaviours, needs and impact is critical for those shaping and responding to modern distribution strategies.
This report will:

Key chapters
The UK self-directed landscape – data to support understanding of current self-directed landscape, and the scale of growth and change in recent years
Platform profiles – Profiles of 9 of the top self-directed platforms in the market, identifying commercial opportunities and understanding how platforms deliver value in unique ways
Fees and charges–Pricing tables for top platforms across a range of investor profiles and scenarios, helping asset managers understand both costs and value delivered to customers of key distributors, so considering value across the entire chain
Investor decision making –understanding what information is important to investors when purchasing and reviewing their investments, typical investment buying journeys and points of influence, and how this differs for Funds, Investment Trusts and ETFs
Forecast for £AUA and customer growth in the non-advised channel
What's in the report?
Sources and methods
Get in touch with us to buy the report
Please contact rachel@boringmoney.co.uk for more information or to request a call with the research team.
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