Originally published: Financial Planning Today, 6 June 2025
More people are managing their wealth through active, bespoke investment management services offered by Financial Planners and advisers, according to new research.
All Financial Planners and advisers surveyed said the percentage of clients’ assets they manage through a bespoke investment management service has increased since 2023.
More than three-quarters, 77%, of those surveyed reported an increase of up to 25%.
Wealth manager Rathbones, which conducted the survey, said those Financial Planners and advisers who don’t currently recommend bespoke investment management services expect to do so in the next four years.
Rathbones commissioned independent research agency Pureprofile to interview 100 UK IFAs and Financial Planners including 75 who currently offer bespoke investment management/discretionary fund management services.
