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US millionaires 'loathe' to use social media for financial purposes – research 21/07/2014
HNW individuals in the US “loathe” to use social media for financial purposes, according to research firm Spectrem.

UK interest rate expectations reach a 3 year high as inflation rises – research 16/07/2014
Interest rate expectations are at a three year high, according to Hargreaves Lansdown investor confidence survey.

Investors position aggressively for recovery in H2 – BofA Merrill Lynch research 16/07/2014
Global investors have regained a strongly bullish stance on the outlook for equity markets in the second half of 2014, according to the BofA Merrill Lynch Fund Manager Survey for July 2014.

DeAWM warns wealth managers will miss opportunities with NextGen clients if they don't interact 'virtually' 15/07/2014
Many financial institutions could miss out on the opportunities that will be created when the baby boomer generation passes its assets to NextGen clients warns DeAWM.

Adviser investment company platform purchases increase by nearly a quarter – research 09/07/2014
In the first quarter of 2014 there was a 23 percent increase in adviser and wealth manager investment company platform purchases, in comparison to last year.

IFA favourability towards emerging market equities rises to year-high – research 30/06/2014
Over half of intermediaries currently believe their clients should increase their exposure to emerging market equities, according to the latest Baring Asset Management Investment Barometer.

Investment managers remain upbeat – PwC survey 30/06/2014
Sentiment among investment managers about the overall business situation rose for the tenth consecutive quarter, according to the latest CBI/PwC financial services survey.

UHNW charitable giving in the US sees slow recovery – research 27/06/2014
Over half (64 percent) of UHNW individuals in the US gave less than $10,000 to charitable causes in 2013, according to research from Spectrem Group.

High net worth individuals give wealth managers a mixed report card – research 24/06/2014
British HNWIs have given wealth managers a mixed report card for the past 12 months. Although overall HNWI satisfaction towards providers continues to trend upwards (See thewealthnet 24/6/2014), the rate is slow and there are a number of less encouraging findings for wealth managers.

Partnerships between investors and hedge funds increase – survey 24/06/2014
Investors are increasingly striking partnerships with hedge funds, underlining the closer collaboration taking place between the hedge fund industry and its investor base, according to a new survey by the Alternative Investment Management Association (AIMA), the global hedge fund industry association, and Barclays.

 
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