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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).

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UK Managed Portfolios Landscape 2023

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.

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