NextWealth Financial Advice Business Benchmarks Report 2025 - Report - Page 13
NextWealth Financial Advice Business Benchmarks Report / October 2025
Looking ahead, one in four expect to increase their use of discretionary MPS, effectively swapping places with multi-asset in
growth expectations compared with last year.
Figure 12: A quarter of 昀椀nancial advisers expect their use of MPS to increase over the next year
Q Do you expect your usage of the following investment strategies to change over the next 12 months? (increase)
Asset allocation
Client asset allocation is broadly steady compared with 2024, with a four percentage point tilt to equities and a two percentage
point nudge downwards in cash.
Figure 13: A four percentage point rise in allocation to equities; cash is down slightly
Q Approximately, what is the distribution of your average client’s assets across the following asset classes?
13
