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.
Surveys & research
Foresight research finds 80 per cent of IFAs see ESG considerations as ‘important’ when building portfolios for their clients
Over 80 per cent of IFAs have a very positive view of the importance of ESG in portfolio construction, according to a new study by Foresight Group LLP, an independent infrastructure and private equity investment manager.
More money for eating out, a higher personal grooming budget and the inclusion of a Netflix subscription are among the changes to the Pensions and Lifetime Savings Association’s Retirement Living Standards in the first update of the rules of thumb for retirement spending since they were established two years ago.
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.
New research from behavioural finance experts Oxford Risk reveals nearly four out of 10 people (38 per cent) claim to have more cash in their current and savings accounts than they would normally have because they have spent less during the Coronavirus crisis.
Over two-thirds of advisers are worried about the reputational risks of greenwashing and a potential backlash if they recommend products that are later accused of ‘greenwashing’, new research from Boring Money shows.
New research from equity release adviser Key, finds more than 11.6 million people in the UK have received an inheritance in the past 10 years with the average age at which people receive this windfall sitting at 47 years old. Its study found more than one in five (22 per cent) adults have received money as an inheritance rising to nearly one in three (29 per cent) among those aged between 65 and 74.
A joint study by NN Investment Partners (NN IP) and governance services provider Glass Lewis reveals that companies with stand-alone ESG committees do tend to have higher ESG scores, reflected in NN IP's proprietary ESG Lens.
Dianomi and The Dubs’ research reveals crypto and ETFs are top asset classes investors are searching for
A new report from Dianomi and The Dubs reveals the subjects investors are most interested in, via content consumption, search data and internal insights.
A new survey from independent investment consultancy, bfinance, has identified significant changes in wealth managers’ investment capabilities and practices. Firms are innovating too as they fight to maintain market share and profitability in an era of fee compression and new tech-based competition, the firm says.