Academic Industry Research
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Wealth managers urged to offer a holistic view in client reporting – research 22/08/2014 Wealth management firms seeking to become their clients' primary advisors need to offer a holistic view, according to research by Aite Group’s Wealth Management team. Clients prioritise performance over brand name when investing in retail bonds – Barclays Stockbrokers 20/08/2014 Recent company performance, annual interest payable on the bond and whether the company is a ‘brand name’ are the most important factors for retail investors when investing in retail bonds, a Barclays Stockbrokers survey has found. Distributions to private equity investors reach all-time high in 2013 – research 15/08/2014 Institutional investors received $568 billion in distributions from their private equity investments IN 2013, the highest annual amount ever recorded. Investor confidence in UK asset classes surges – Lloyds Bank Private Banking 15/08/2014 Investor confidence in UK shares and UK government bonds has experienced the largest increase year-on-year. Wealth managers look to next-generation automation for maximum efficiency - whitepaper 31/07/2014 As the dust settles after the latest regulatory shake ups, wealth managers have a window of opportunity through technology to reassess key elements of their business and how best to serve their clients in the new environment, according to a white paper by Dion Global Solutions. Wealthy US investors to opt more for cash in the coming month – research 29/07/2014 Millionaire investors in the US have increasingly indicated they would be retreating to the sidelines rather than invest, according to a survey conducted by Spectrem Group. Wealth management report shows growth in DIY investors 29/07/2014 Almost 6 in 10 senior executives and investors seek financial advice from the media or online sources, according to an Equiniti wealth management report. This underlines the growth in DIY investors who are willing to strike out on their own. Over half of EU-based banks are seeking approval to increase bonus cap to 200 percent – research 29/07/2014 The Capital Requirements Directive IV (CRD IV), European Union regulation which has placed a cap on variable pay in the EU’s banking sector, is weakening efforts by EU-based banks to manage performance and risk through pay. Regulations and market growth drive wealth managers towards outsourcing - research 28/07/2014 Wealth Managers are embracing a breadth and depth of third party services not seen in other markets, according to Knadel, a specialist business and technology consultancy. US multi-millionaires favour boutique money managers for client experience – research 25/07/2014 Multimillionaires in the US favour boutique money managers for client experience, according to the Luxury Brand Status Index Wealth Management (LBSI) survey.
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