Emotional elements, such as trust and personal connection with an advisor or advisory service, account for about 40 per cent of investors’ perceived value of financial advice, according to new research by Vanguard.
Surveys & research
A new study from CoreData finds that UK financial advisers are failing to adequately prepare for the wealth transfer and expect to lose more than half of next generation clients.
Research from private wealth law firm Boodle Hatfield reveals that ultra high net worth people (UHNW) are increasingly taking the lead role in UK private equity deals.
A new research paper from factor-based portfolio management tool provider, StyleAnalytics, finds that active managers outperform broad markets during market downturns.
According to data gathered by Finanso.se, the global crowdfunding market is set to maintain its rapid growth this year, increasing 23.3 per cent year-on-year and reaching over USD8.5 billion in transaction value.
Half of real estate professionals and wealth advisers believe that areas of Suitable Alternative Natural Greenspace (SANGs) are a good investment opportunity for HNW sophisticated investors, according to new research by Engen Group.
New research conducted by law firm Michelmores suggests that financial investing remains a boy’s club, with almost twice as many millennial males generating their wealth through investment than females.
Fresh academic research from Professor Andrew Clare, Chair in Asset Management at Cass Business School, reveals that specialist, boutique asset managers in Europe outperform their larger counterparts – significantly so in the case of European Mid/Small Cap and Global Emerging Market funds.
PIMFA, the trade association for the investment services and financial advice industry, has published a paper on the future of supervision entitled 'FCA Supervision – fit for purpose?'
New research among financial advisers and wealth managers commissioned by TIME Investments, which specialises in infrastructure, long income property and other asset-backed investments, shows that 42 per cent (of the advisers’ surveyed) said their clients are now investing in infrastructure such as renewable energy, utilities, transport and logistics and social infrastructure.