Insights

One activity that we expect to see a lot of in Asset Management in the coming years is consolidation of funds. We see a number of drivers for this, for example squeezed fees creating tighter margins that make sub-scale funds uneconomic, increasing interest in reducing the discounts on Investment Trusts, and government incentives to consolidate council pension schemes.

Merging collective investment funds can be a complex process with numerous operational challenge, but it’s a fairly well trodden route where experience can help

Fund tokenisation is creating a stir in the investment management industry, and it comes with a whole new vocabulary. Let’s get down to some jargon busting where we’ll unravel the buzzwords and simplify the process:

As the topic of Fund Tokenisation in Asset Management continues to gather rapid pace and take-on here in the UK and other regions, whilst offering numerous potential benefits, it also poses several challenges – We have highlighted 10 key areas that you should be aware of:

Last year we mentioned that Fund Tokenisation could be the next big thing in UK Asset Management and across the globe.
As we move into 2025, what does the landscape look like for Fund Tokenisation?
Let’s look at some headline market activity in this space during the last 6 months…

The rise of ETFs is impossible to ignore! From $1 trillion in assets in 2008 to over $15 trillion in early 2025, ETFs are reshaping modern investment portfolios.

With their diversification, liquidity, and low costs, they’ve become a must-have for investors. For investment managers, incorporating ETFs into their offerings is becoming a strategic move, complementing traditional mutual funds while introducing new opportunities and challenges.

Adapting to this shift requires careful adjustments to ensure smooth operations and maintain investor confidence.