Vanguard launches research centre to help advisers with ‘great wealth transfer’

The centre will offer insights on investing, portfolio management and financial planning

|

Adam Lewis

Vanguard has launched the Advisory Research Centre (ARC), a support service for advisers and investors in continental Europe and the UK.

ARC will offer insights and thought leadership on investing, portfolio management and financial planning.

Investment professionals will also be able to tap into research into best practice on client relationships and practice management.

ARC is led by Vanguard’s Scott Johnston, supported by Warwick Bloore and new joiners Sebastian Lewis and Fabrizio Zumbo.

See also: “Private capital ESG fundraising in 2024 comparable to 2022 standout highs

Lewis joins from Sanford Bernstein where he was director of European research, while Zumbo joins from Cerulli, where he led the European asset and wealth management research business.

The team will tap into the experience and data gained from Vanguard’s work with investors and intermediaries across Europe. ARC will also draw on the US based firm’s global resources to localise Vanguard’s international research, insights and information for European audiences.

ARC’s first piece of research examines how advisers can build their practice and help their clients through the UK’s ‘great wealth transfer’, which will see approximately £7trn pass to the next generation of investors over the next 30 years.

Robyn Laidlaw, head of financial adviser services for Europe at Vanguard, said: “The launch of ARC is the latest step in our efforts to support investors across Europe. The team’s purpose is twofold; to provide practicable insights and to act as an advocate for investors and investment professionals alike.”

“The team’s work will complement Vanguard’s existing research and resources, including the cutting edge thinking of Vanguard’s investment strategy group and investment and product analytics teams, as well as programmes such as Vanguard 365 in the UK, aimed at helping advisers best serve their clients.”

MORE ARTICLES ON