Bella’s Journey and the Founding of Fundscape
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Bella Caridade-Ferreira, founder of Fundscape. Bella shares her career journey and the motivation behind creating Fundscape, a leading provider of research and analysis for the UK investment industry.
Finscape: A Joint Venture with Altus
The discussion explores Finscape, a joint venture between Fundscape and Altus that provides market intelligence on UK retail distribution. Bella highlights how Finscape is helping advisers and asset managers better understand fund flows and platform dynamics, enabling more data-driven decisions.
Private Equity and Platforms
A key topic is the recent surge of private equity investment into platforms. Bella explains the drivers behind this trend, from the search for scalable technology to the opportunities in adviser consolidation. She also shares her perspective on the implications for advisers and end clients.
Vanguard’s Growing Market Share
The conversation turns to Vanguard, whose rising market share has been reshaping the competitive landscape. Bella offers her insights into how low-cost investing continues to influence client behaviour and adviser strategies.
Positive Developments in Asset Management
Reflecting on her decades in the industry, Bella highlights positive changes, including greater transparency, technological innovation, and stronger consumer outcomes. These shifts have helped elevate the role of advisers and improve client trust.
Bella’s Approach to Retirement Saving
Finally, Bella shares her personal approach to retirement planning, offering practical lessons for advisers looking to connect industry trends with real-world financial goals.
Why Advisers Should Listen
For financial advisers, this episode offers both strategic industry insight and practical takeaways. It shines a light on platform dynamics, fund flows, and the forces shaping the next decade of asset management.
To listen to the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
