Advisers' 22 most popular multi-asset fund firms

Exclusive research by Citywire of 205 IFAs shows which fund groups are most prevalent in IFAs' multi-asset portfolios.

Our latest batch of Citywire research looks at the 'recipes for wealth' that IFAs use to provide security for their clients.

Last week we showed you the latest data we have on platform popularity

This time round, we are looking at the popularity of different asset management firms when it comes to active multi-asset portfolios in standardised propositions. 

We asked 205* of our IFA readers the following question: Which of the following fund groups do you currently invest with for active multi-asset?

Read on to see how 22 asset managers fared. Other companies were featured in the survey but were not selected by any advisers.

You can read our platform research here.

*This report is only reflective of those respondents that use multi-asset as their standardised solution, and didn’t indicate they made use of DFM models or had in-house model portfolios 

Our latest batch of Citywire research looks at the 'recipes for wealth' that IFAs use to provide security for their clients.

Last week we showed you the latest data we have on platform popularity

This time round, we are looking at the popularity of different asset management firms when it comes to active multi-asset portfolios in standardised propositions. 

We asked 205* of our IFA readers the following question: Which of the following fund groups do you currently invest with for active multi-asset?

Read on to see how 22 asset managers fared. Other companies were featured in the survey but were not selected by any advisers.

You can read our platform research here.

*This report is only reflective of those respondents that use multi-asset as their standardised solution, and didn’t indicate they made use of DFM models or had in-house model portfolios 

22. Artemis

Number of respondents who used this company: 1

21. AXA Investment Management

Number of respondents who used this company: 1

 

20. J.P. Morgan Asset Management

Number of respondents who used this company: 1

Michael Schoenhaut, portfolio manager on the JP Morgan Asset Management multi-asset solutions team, is pictured above.

 

19. BNY Mellon Investment Management

Number of respondents who used this company: 2

18. Columbia Threadneedle

Number of respondents who used this company: 2

Columbia Threadneedle global head of asset allocation and head of multi-asset EMEA Toby Nangle is pictured above.

17. Fundsmith

Number of respondents who used this company: 2

Fundsmith chief executive Terry Smith is pictured above.

16. Investec Asset Management

Number of respondents who used this company: 2

Investec co-head of multi-asset Philip Saunders is pictured above.

15. Jupiter

Number of respondents who used this company: 2

 

14. Schroders

Number of respondents who used this company: 2

13. Aberdeen Standard

Number of respondents who used this company: 3

12: BlackRock

Number of respondents who used this company: 3

BlackRock head of income investing Michael Fredericks is pictured above.

 

11. Fidelity 

Number of respondents who used this company: 3

Pictured: James Bateman, chief investment officer of the Fidelity multi-asset investment team.

 

10. Invesco Perpetual 

Number of respondents who used this company: 3

Invesco Perpetual multi-asset manager Georgina Taylor is pictured above.

9. Janus Henderson

Number of respondents who used this company: 3

Janus Henderson head of UK multi-asset Paul O'Connor is pictured above.

8. Bailie Gifford

Number of respondents who used this company: 4

7. Kames Capital

Number of respondents who used this company: 4

6. Liontrust

Number of respondents who used this company: 4

Liontrust head of multi-asset John Husselbee is pictured above.

5. Quilter Investors

Number of respondents who used this company: 5

Pictured: Quilter Investors chief executive Paul Simpson

 

4. Legal & General Investment Management

Number of respondents who used this company: 6

3. Aviva Investors

Number of respondents who used this company: 8

Aviva Investors multi-asset manager Paul Parascandalo is pictured above.

2. Vanguard

Number of respondents who used this company: 9

1. Royal London Asset Management (RLAM)

Number of respondents who used this company: 12

RLAM head of multi-asset Trevor Greetham is pictured above.

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