Welcome to AKG

AKG is an independent organisation specialising in the provision of assessment, ratings, information and consultancy to the financial services industry.

Please explore this site to find out more about what we do and what we provide or 
call on +44 (0)1306 876439 to find out how we can help you.

AKG Insight - In Brief

  • Launch of DFM Profile & Financial Strength Reports
  • Referendum Comment
  • AKG Updates

We are delighted to announce the launch of our new financial strength assessment sector for Discretionary Fund Managers (DFMs) and availability of the first phase of AKG’s new series of DFM Profile & Financial Strength Reports.

We have seen interest in DFMs continue to grow in recent times as the number of advisers outsourcing investment duties to third party specialists increases. While many DFMs may have been operating for some time, their presence in the retail financial services market and hence their relationship with retail financial advisers is effectively still in its infancy.

The requirement for advisers, both those considering partners for the first time or those re-assessing existing partners, to better understand their DFM business partners by carrying out more comprehensive due diligence is evident, backed by a regulatory focus on due diligence processes when selecting solutions and partners.

AKG’s new series of DFM Profile & Financial Strength Reports seeks to provide crucial support to advisers in terms of helping them to gain a deeper understanding of the background, structure, strategy, financial strength and capacity of DFMs.

Through dialogue with a range of market stakeholders we have sought to assess those DFMs with an obvious market presence and those who are actively targeting business relationships with retail financial advisers and wealth managers.

More information about the reports can be found by clicking here.

Work is in progress on additional DFM assessment reports and hence we anticipate that the number of DFMs covered by AKG will increase further over the next year or so.

AKG has a strong track record for delivering independent company assessments and ratings to the intermediary market in the UK. There has been demand from advisers and other market stakeholders for us to broaden our assessment scope and the launch of this new DFM sector builds logically upon our established financial services market profile.

AKG Financial Strength Ratings for each of the DFMs included in the initial phase of assessments can now be accessed by registered website users via the AKG Rating Portal, while DFM Profile & Financial Strength Reports can be purchased here.

We are excited about our work in this new sector and are keen to gather thoughts from interested parties about how this work can be further developed post-launch. Please contact us at akg@akg.co.uk if you have any feedback or questions.

28 July 2016

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