Surveys & research | Wealth Adviser

Gatehouse launches educational videos for Sharia-compliant finance

Mon, 19/08/2019 - 11:04

Gatehouse Bank has produced four educational videos on Shariah-compliant finance after its own market research identified poor awareness among UK Muslim consumers as a key barrier to adoption. »

Mixed results in Q2 for advised platform market, says the lang cat

Fri, 16/08/2019 - 09:04

Data from financial services consultancy, the lang cat, finds total assets under administration (AUA) on advised platforms increased by 4.36 per cent in the second quarter, up to GBP531.42 billion from GBP509.21 at the end of Q1. »

Wealth firms should be wary of digital financial advice platforms, says GlobalData

Thu, 15/08/2019 - 10:39

Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. »

Wealth managers increase exposure to global bonds

Thu, 15/08/2019 - 10:35

Leading UK wealth managers have upped their exposure to IA Global Bonds according to the latest FE Adviser Fund Index (AFI). »

Less than 2 per cent of firms are fully prepared for SM&CR, says survey

Wed, 14/08/2019 - 13:49

A survey conducted on preparation for the FCA’s Senior Managers and Certification Regime, (SM&CR) has revealed that most firms have significant work to do, as they prepare for its extension to all authorised firms on 9 December. »

HNWIs see benefits of digital tech but cybersecurity concerns persist, says new poll

Thu, 08/08/2019 - 10:17

The latest Morgan Stanley Investor Pulse Poll reveals that high net worth (HNW) investors are increasingly attracted to digital technology while at the same time harbouring concerns about cybersecurity. »

Single family office numbers up 38 per cent

Tue, 23/07/2019 - 07:27

Single family office numbers have increased worldwide by 38 per cent since 2017 according to family membership and research organisation Campden Wealth. »

Sophisticated data analytics will give investment funds ESG edge

Thu, 18/07/2019 - 09:53

“ESG ratings and data are famously messy,” says Jason Mitchell (pictured) co-head of responsible investment at active investment manager Man Group. “If you look at the correlation among the scores of the data providers, there is in fact a lot of disagreement.” »

Investors perplexed by market volatility, says Natixis survey

Wed, 17/07/2019 - 10:34

Market volatility has been a wake-up call for many US investors whose high return expectations don’t accurately reflect their appetite and understanding of risk, particularly when it comes to active and passive investing. »

Intelliflo poll reveals MiFID II and digitisation top concern for advisers

Thu, 11/07/2019 - 09:51

MiFID II continues to be a challenge for advisers, according to polls among delegates at Intelliflo's recent Change the Game conferences in London and Manchester. »