UK FUND FLOWS IN Q2 26 – A GAME OF TWO HALVES
Passive tops the table as war, oil and a change of manager test nerves Q2 was a noisy quarter, with the US-Israeli war on Iran, an oil spike and gilt yields at an eighteen-year high, capped by Starmer’s resignation as Labour leader in late June and Andy Burnham stepping in as the new Prime Minister. […]
Flows rise above £100bn in Q2 as Westminster changes hands
The second quarter had no shortage of reasons for advisers and their clients to sit on their hands: the tax year turning over, pensions being pulled into the inheritance tax net, and a change of prime minister after Keir Starmer’s resignation on 22 June handed Number 10 to Andy Burnham. None of it stopped the […]
Active outsells passive as the Iran war keeps markets on edge
FINSCAPE FUND FLOWS, MAY 2026 Active outsells passive as the Iran war keeps markets on edge The US-Israeli war on Iran set the mood for May but markets barely blinked. Equities held near record highs while the bond market did the fretting, with yields spiking mid-month before oil and gilts settled again. For asset managers, […]
UK fund flows in April 2026: Tax year-end lifts net flows to £2.3bn and passive maintains its grip
There were plenty of reasons to stay away from investments in April, but British investors prioritised their tax allowances over geopolitical volatility, with the turn of the tax year boosting flows on both sides of the deadline. Gross fund flows totalled £20bn and net flows £2.3bn. Index houses led the field with BlackRock, Vanguard and […]
Finscape surpasses a trillion under management in Q126
Finscape, the home of UK investment distribution intelligence, published its Q1 2026 update today. Assets tracked on the platform have crossed the £1trn mark for the first time, propelled by a slew of new client onboardings, asset additions from existing clients, and a buoyant tax-year-end that delivered the strongest month for gross investment flows in […]
2025 ends on a high!
The year ended on a high for Finscape. FE fundinfo acquired Finscape, the Autumn Budget was not as bad as expected, we signed four large asset managers in December, and assets hit £918bn by the close of the year. Not bad going, right? And that number will break through the trillion-pound mark in a matter […]
Frothy marks boost assets and flows in Q225
The second quarter of 2025 brought some much-needed cheer to platforms and asset managers, with assets soaring to a record-breaking £842bn. Most of the credit goes to the markets, which had a storming few months and helped lift portfolios across the board, but assets were also boosted by recently onboarded asset manager clients. Gross flows […]
Trump’s tariffs take their toll on Q125
It was a strong start to the year, but markets — and UK retail wealth management assets — were eventually dragged down by mounting uncertainty. UK indices performed strongly in the first three months of 2025, buoyed by investors rotating out of US equities and favouring the FTSE 100’s exposure to energy, banking and defensive […]
Sales drought for retail wealth management in 2023
The cost-of-living crisis and competition from cash have dealt a blow to the retail wealth management industry. Gross flows for the second quarter were stable at £54bn, but net flows dropped to just £812m— a 72% drop on the previous quarter — the worst net sales since Q322. Q1 had got off to a slow […]
A sluggish start for retail wealth management
After a difficult 2022, asset managers and platforms had been counting on business picking up in 2023. As it’s home to the ISA season, the first quarter of the year is usually the bellwether for the year ahead — a good Q1 usually means a good year and vice versa. But as the chart below […]