Surveys & research | Wealth Adviser

New FOX report reveals increased allocations to private investments

Thu, 13/06/2019 - 10:05

Family Office Exchange (FOX), a membership organisation for families, family office executives, and advisers, recently published the results of the 2019 FOX Global Investment Survey. »

Rising global risks cause investor flight to safety, but UK equity funds buck the trend

Thu, 06/06/2019 - 10:37

A bad month for share prices made relatively little impact on investors in May, according to the latest Fund Flow Index (FFI) from global funds transaction network Calastone, but mainly because buyers have been on strike now for months. »

EFAMA reports strong rebound in UCITS and AIF net assets sales in Q1

Wed, 05/06/2019 - 10:39

The European Fund and Asset Management Association’s (EFAMA) Quarterly Statistical Release for the first quarter of 2019 reports a strong increase in net assets of UCITS and AIFs, driven by the rebound of financial markets. »

Athena Capital Advisors releases white paper to guide individuals with new wealth

Tue, 04/06/2019 - 17:41

Athena Capital Advisors has released a white paper that offers guidance for individuals with new wealth who are deciding how to invest in order to achieve long-term financial goals. »

AXA IM says middle-agers should embrace risk for a better retirement

Mon, 03/06/2019 - 13:41

Millions of savers in the UK risk running out of cash in retirement because they are becoming too cautious with their portfolios at a relatively young age, new research from AXA Investment Managers shows. »

Artificial Intelligence to become a disruptive force in UK financial services sector

Mon, 03/06/2019 - 13:10

An overwhelming majority (94 per cent) of UK-based financial services industry decision-makers believe that Artificial Intelligence (AI) has the most potential to revolutionise the sector over the next five years, considerably ahead of blockchain (53 per cent) and the Internet of Things (24 per cent). »

Active’ and ‘multi-asset’ trending most among advisers regarding future allocations

Wed, 29/05/2019 - 12:24

New adviser research from Seneca Investment Managers (Seneca IM), a boutique, multi-asset, value investment specialist, reveals that over one-fifth (22 per cent) of advisers expect to allocate over half of their clients’ assets into actively managed strategies soon. »

New study sees shift towards global infrastructure as adviser fear sustained downturned

Wed, 29/05/2019 - 12:23

According to a new study commissioned by Foresight Group (Foresight), two-thirds (66 per cent) of financial advisers expect to see clients’ allocations to global infrastructure increase over the next three years amidst widespread fear of a sustained downturn (94 per cent), Brexit uncertainty (53 per cent) and concern for global equity markets (47 per cent). »

Retail investors developing a taste for private markets

Wed, 29/05/2019 - 09:13

Retail investors are increasingly drawn to private markets, attracted by the offer of diversification, alternative income, and sustainable investment opportunities, according to the latest issue of The Cerulli Edge – European Monthly Product Trends Edition. »

New VitalityInvest data reveals 60 per cent gender savings gap

Tue, 28/05/2019 - 13:18

VitalityInvest has revealed the latest data from the Your Vitality Future calculator, which finds that the difference in the retirement savings gap between men and women is significant at just over 60 per cent. »