Financial Institutions – Specialty & Other Finance: Third
Institutional Investor Research is part of the Delinian Group, Delinian Limited, 4 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730
Copyright © Delinian Limited and its affiliated companies 2024

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

Financial Institutions – Specialty & Other Finance: Third

Daniel Garrod & team

Barclays

Unranked last year, the London-based Barclays duo directed by Daniel Garrod captures third place. “Regulatory reform in the U.K. from the [Retail Distribution Review program] is likely to shake up distribution models, with platforms representing an increasing share versus advisers,” says Garrod, whose team reports on a dozen stocks. “Likely consequences of the RDR are increased flows into passive products and increased price transparency imposing revenue margin pressures for the producers.” Asset managers with strong performance track records and brands — such as Aberdeen Asset Management and Jupiter Fund Management, both of which are headquartered in the U.K. — offer the greatest protection against such threats, he says, and thus are among the team’s recommendations for 2013. “The quality of the reports they write about the sector is exceptional,” says one Lisbon-based buy-sider.

Leslie Kramer


Gift this article