FCA Financial Resilience Survey: retail investment segment boasts greatest profits
Over four-in-five (85.6%) of wealth management firms, financial advisors and other retail investment firms steered clear of the red during…
External global factors become principal driver in compliance progress changes
The impact of external global factors has surpassed regulatory hurdles as the principal driver in compliance progress changes. This is according to the 6th Global Compliance Survey from Nasdaq. Representing…
17 Dec 2020
Four in five women from wealthy families expect to inherit substantially
Four in five women (82%) from wealthy families expect to inherit substantial wealth over the next 20 years. However, only two in five (41%) are currently not involved in family…
14 Dec 2020
Women’s wealth: 75% lack financial confidence, survey finds
A study from the WealthiHer Network has revealed that three quarters of all females surveyed struggle to understand the world of investments and lack financial confidence, whilst two thirds believe…
13 Nov 2020
Majority of investors plan shift in portfolio holdings prior to US election
A survey by Swiss investment bank UBS has revealed that 72% of investors are considering changes to their portfolios before the US election. The study surveyed more than 4,000 investors…
22 Oct 2020
19 Oct 2020
Post-COVID wealth management: all change or back to normal?
The uncertain Covid-19 environment has caused many businesses to rethink their strategies and models. It is a great opportunity to change sectors for the better, but will that happen, or…
19 Oct 2020
Impact investing allocation set to double over the next five years
Average portfolio asset allocation towards impact investing is set to almost double, from 20% in 2019 to 35% in 2025. Furthermore, 27% of all investors expect to move to move…
13 Oct 2020