Study

85% say they need a more accurate picture of their clients’ risk tolerance. It’s not volatility that worries advisors the most, it’s how their clients react to it. Ensuring investors set tangible goals and have realistic expectations remains a major (...)

Despite the commonly-held belief that tax considerations primarily drive offshore investment, only 23.2% of global high net worth (HNW) wealth is invested offshore for tax reasons, while 24.1% derives from HNW individuals seeking access to a greater range of investment (...)

Barclays hosted its fifth annual UK Savings Conference on 8th June 2016, and the key takeaway was that Robo-Advice would have a significant role to play in closing the advice gap, but is akin to the rise of internet banking in the early (...)

Over 86% of German wealth managers working with high net worth (HNW) individuals believe that they will lose market share to automated investment services over the next two years, according to financial services research and insight firm Verdict (...)

Natixis Global Asset Management (Natixis Global AM) has today published the first annual edition of its Global Portfolio Barometer, offering insights into model portfolios across the world and the asset allocation decisions made throughout (...)