Research & Analytics

Wealth manager trends for 2022

CapGemini: Cybersecurity and client experience among top WM trends in 2022

CapGemini: Cybersecurity and client experience among top WM trends in 2022

Philippa Aylmer writes that client experience will be the new battleground as wealth management firms face significant revenue and margin pressures in the coming year, quoting the latest CapGemini survey, with competition intensifying for large financial services firms as they learn to live with the rise of new digital players. 

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High net worth individuals positive about future of UK economy, but anxious about their own wealth

High net worth individuals positive about future of UK economy, but anxious about their own wealth

High-net-worth-individuals (HNWIs) in the UK have a positive outlook for the prospects of the economy but are less confident when it comes to their own money – with almost two-thirds saying they feel ‘anxious’ about their wealth, according to the inaugural Saltus Wealth Index. 

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Capital Group research reveals UK investors derailed from financial plans by Covid

Capital Group research reveals UK investors derailed from financial plans by Covid

Some 1.3 million UK investors believe either that they are not on track with their financial plans or have been completely thrown off course due to the COVID-19 pandemic, suggests a new study by Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of GBP2.6 trillion.