Robo-advice for sophisticated investors: We are not quite there yet
Demand from investors for automated or robo investment services has been on the rise globally. But to fully infiltrate the…
COVID-19 pandemic has encouraged a DIY approach among UK investors
Historically, discretionary services were the clear leaders in terms of asset distribution by mandates for UK HNW wealth. However, UK HNW investors are now becoming more hands-on with their investment…
24 Nov 2020
18 Nov 2020
Major UK wealth managers need to work on their corporate brand image
COVID-19 is causing increased churn rates in the UK’s wealth market. Almost a third of providers believe that client loyalty to their wealth manager’s brand decreased after the start of…
18 Nov 2020
COVID-19 is driving an increase in offshore wealth
GlobalData’s 2020 Global Wealth Managers Survey found the industry predicting a widespread increase in the proportion of HNW investor wealth expected to be offshored over the next 12 months, with…
12 Nov 2020
26 Oct 2020
Cost pressure forcing continued financial adviser consolidation in the UK
Regulatory pressures and the proliferation of low-cost options are putting pressure on advisers’ profitability in the UK. However, not all business models are affected equally – smaller players are expected…
26 Oct 2020
Robo-advice takes centre stage during COVID-19 crisis
Robo-advice emerged into the wealth space following the 2007–08 global financial crisis. Since then its popularity has grown from strength to strength in this traditionally paper-based industry. However, one question…
22 Jun 2020
15 Jun 2020
COVID-19: Private wealth managers entered recession in good nick
As the world economy stumbles into recession due to the COVID-19 pandemic, certain parts of the banking world will hold up better than others, including private wealth. Wealth management is…
15 Jun 2020