Advisory

D2C platform Charles Stanley Direct has launched a new loyalty programme for clients with a series of additional fee cuts, alongside a customer charter which promises users a "fairer deal".

A tough economic backdrop, no performance track record, or a lack of clout when it comes to distribution can all hamper a fund launch these days, but thirty years ago the challenges were very different.

The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.