Abstract
Overview
Introduction
Sizes each channel in France, Germany, Italy, Spain and the UK 2006. In
addition, the report assesses regulatory developments, the growing role of the
Internet, third party distribution trends, developments in the financial
advice market and compares fee structures across the markets covered.
Scope
- Sizes the distribution channels of mutual funds in five major European
markets using FERI FMI data.
- Draws on data from the Datamonitor European Third Party Funds Survey 2006,
covering 262 wealth managers across Europe.
- Pan-European assessment of fee structures, regulatory developments and
financial advice markets.
Report Highlights
Third party distribution is now common across Europe, with the majority of
retail banks and wealth managers offering third party funds and even more
planning to in the next two years. There is significant variation in the
proportion of third party fund distribution by retail banks and wealth
managers across Europe.
Fund supermarkets are beginning to take off in the UK but struggling in the
rest of Europe, however they are successfully developing in line with the
needs of both business clients and private investors. Investor confidence will
determine the development and success of fund supermarkets as a distribution
channel directly serving private investors.
Regulation on a Europe-wide basis has focused recently on the creation of an
effective "single market", removing existing obstacles to foreign funds in
European countries. UCITS III has ensured that issues such as tax
discrimination are less of an issue for European cross-border funds but
country approval on funds remains a stumbling block.
Reasons to Purchase
- Distributors: an indispensable industry profile analysing key distribution
channels and their potential to help underpin strategic planning
- Providers: identify and assess the potential of particular channels for
fund distribution and how to satisfy the demands of banks/financial advisors
- Support strategic initiatives by identifying the most important funds
related regulatory developments across Europe and their potential impact
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