Introducing Vanguard’s Advisory Research Centre
Our Advisory Research Centre is dedicated to supporting financial advisers with actionable research to help investors achieve better outcomes.
The team covers a range of topics spanning portfolio construction, financial planning and practice management – all guided by the principles of Vanguard Adviser’s Alpha® research.
You can digest our latest thoughts and core research through whitepapers, webinars, in-person events, articles and videos. Plus, we produce client-friendly materials to support you in your client conversations.
Our 3 research pillars
Investing
Financial planning
Practice management
Meet the team
Head of Offer Development for Vanguard in Europe
Profile
Scott Johnston is Head of Offer Development for Vanguard in Europe, where, since 2022, he has been responsible for the set of services provided to professional investors in the UK and Continental Europe. The offer covers advice, perspectives and the overall client experience, with specific services including thought leadership from Vanguard’s Advisory Research Centre in Europe, model portfolio services and partnerships.
Prior to that, he was responsible for direct clients in Canada, product for the Americas and product strategy for Europe. Before joining Vanguard in 2016, Scott worked in various global roles at the bank Barclays and strategy consultant Oliver Wyman, focusing on digital investing and wealth management consultancy.
Scott holds a BA in Economics & Management from the University of Oxford
Senior Specialist in Vanguard’s Advisory Research Centre in Europe
Profile
Warwick Bloore is a Senior Specialist in Vanguard’s Advisory Research Centre in Europe. His role includes working closely with advisers on a range of topics, as well as building research connected with investing, financial planning and advice practice management.
Warwick joined Vanguard in 2019 and has worked in the advice industry since 2007, advising private individuals and corporates, both in the UK and internationally. His areas of expertise include portfolio construction, tax planning, retirement planning, estate planning and protection. Warwick holds an MA in Economics from Cambridge University. He is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.
Senior Strategist in Vanguard’s Advisory Research Centre in Europe
Profile
Sebastian Lewis is a Senior Strategist in Vanguard’s Advisory Research Centre in Europe. Sebastian worked at Morgan Stanley in equity sales between 1999 and 2003 before joining Sanford Bernstein in New York, where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds.
From 2018 until 2022, Sebastian was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024. He holds a BA, MA in Modern Languages from the University of Oxford.
Senior Specialist in Vanguard’s Advisory Research Centre
Profile
Fabrizio Zumbo works as a Senior Specialist in Vanguard’s Advisory Research Centre in Europe. Prior to that, he worked as a senior analyst in the A&WM Global Market Research Centre of PwC in Luxembourg, as the lead analyst for the European Thought Leadership programme of State Street and as a director of the European Retail Research and Consulting practice of Cerulli Associates in London. Fabrizio holds a BSc in International Relations and an MSc in Development Studies (Development Economics) from the University of Bologna, as well as an MBA from Warwick Business School.
Thought leadership from the Advisory Research Centre
Quantify your value with our Adviser’s Alpha® framework
Legacy planning during ‘the great wealth transfer’
The power of proactive behavioural coaching
Client Connect: The Vanguard Advice Survey
Our research whitepapers
Putting a value on your value: Quantifying Vanguard Adviser’s Alpha® in the UK
In this latest study in our Vanguard Adviser’s Alpha® research series, the team focus on the UK advisory market, identifying the seven key wealth management activities through which advisers in the UK can add meaningful and predictable value to their clients’ returns.
The value of personalised advice
Because the value of advice differs from client to client, this latest study explores how financial advice providers can calculate a personalised value of advice based on an individual's unique needs and circumstances.
The Vanguard Adviser's Alpha® guide to proactive behavioural coaching
The Vanguard Adviser's Alpha® guide to proactive behavioural coaching offers ready-to-implement tools and strategies that can help advisers guide clients past uncertainty to reach their goals.
Client Connect: The Vanguard Advice Survey 2025
Understanding investors' perceived value of advice is central to serving clients well. This inaugural study compares advised investors' perceptions of advice value with advisers' own practices to uncover what drives stronger, long-term advisory relationships.
