MPS Asset Update June 2025
NextWealth’s MPS Asset Update June 2025 is part of our ongoing research into the investment propositions used by financial advisers. This bi-annual report is based on data from roughly 50 DFMs and provides a snapshot of market trends, assets under management, pricing, and proposition changes.
NextWealth also publishes reports on adviser tech and financial advice business models. We moderate bespoke workshops and host quarterly events bringing together thought leaders in their field through our DFM council and Council for Fund Distribution.
Who is the report for?
This asset and pricing update, along with our more comprehensive December report comparing propositions, is intended for people in strategy, proposition, distribution and marketing roles in asset management firms, platforms and DFMs. The report quantifies assets in discretionary MPS, compares propositions from leading providers and tracks changes over time. It is for anyone who wishes to understand the UK MPS market in detail, including for strategic planning, market assessments, board reports and broader general research purposes. The report can be used by:
- DFMs to benchmark their proposition against the competition, including pricing, platform availability, assets and asset growth.
- Asset managers to identify the fastest growing DFMs, to fine-tune distribution efforts, to better understand the ambition of their DFM partners.
- Platforms to prioritise DFMs to add to the platform, develop functionality to support DFMs in managing money on behalf of advised clients on platform, and better understand emerging platform DFM propositions.
- Financial advice businesses can use this report to understand the proposition and differentiators of their DFM partners and to benchmark their own outsourced investment proposition.
- Private equity firms and consolidators can use this report to identify takeover targets and the competitive environment in this rapidly changing market.
Methodology
The data in this report is collected through NextWealth surveys of financial advisers and employees of financial advice businesses, interviews with senior executives of DFM firms and data provided by roughly 50 DFMs.
The data in this report is collected through NextWealth surveys of financial advisers and employees of financial advice businesses, interviews with senior executives of DFM firms and data provided by roughly 50 DFMs.
Pre-register now using the form on the right to receive a sample copy as soon as the report is released.
Email enquiries@nextwealth.co.uk for further information.