UK Managed Portfolios Landscape 2023
UK Managed Portfolios Landscape 2023
This research report focuses on managed portfolio services offered through platforms (on-platform managed portfolios), a fast-growing investment solution estimated to make up 11.5% of the U.K. wealth management market at the end of 2022 (Platforum, 2023).
What's Inside
What's Inside
- After a rapid expansion in the number of offerings between 2018 and 2022, there was a comparative dearth of new managed portfolio launches reported to Morningstar in the first half of 2023.
- Managed portfolio clients have a wide choice of service offerings, with many providers typically having several ranges spanning different approaches such as active, passive, blended, and sustainable investment styles.
- The vast majority of managed portfolios are multi-asset offerings, with 93% classified in Morningstar allocation categories.