Wealth managers comment on challenges facing next UK government
As official figures for April showed that there was no month-on-month growth in the economy, many thoughts will turn to who forms the next government and what it can do to ensure that the UK economy is thriving.
Four in 10 UK investors will make changes to their portfolios as a result of the General Election being called: St. James’s Place
Novice investors, who started investing in the last 12 months, are three times as likely to react in some way to this short-term event than more experienced investors who have been investing for over a decade, according to new research from St. James’s Place.
Factor investing: an institutional solution to retail’s value for money puzzle: HRIS
FAs looking for additional ways to provide value for money to their clients should embrace the institutional strategy of factor investing, says Hymans Robertson Investment Services (HRIS).
AI is reshaping wealth management with an increasing influence on its processes
In a changing financial landscape AI is at the forefront of revolutionising how wealth is being managed and invested.
Wealth manager clients are widening their investment scope: Ortec Finance
Clients of wealth managers and financial advisors are widening their investment horizons turning to alternative assets as well building more diversified and international portfolios, new global research from Ortec Finance, the leading global provider of risk and return management solutions for professional investors, shows.
Global high-net-worth population and wealth back to record levels despite global instability: CapGemini
The Capgemini Research Institute’s World Wealth Report 2024, published today, reveals the number of high-net-worth individuals (HNWIs) and their wealth reached unprecedented levels in 2023, sparked by a rebound in the global economic outlook.
Invesco announces strategic partnership with Just Group
Invesco, has announced a strategic partnership with retirement specialist, Just Group, with the launch of a new retirement solution for advised clients to help meet the changing needs of those approaching or already at retirement.
The Future of Wealth – Investor trust in AI: LSEG and Thoughtlab
In late 2023, LSEG sponsored detailed research to better understand changing preferences and emerging trends within the wealth industry.
Study finds that nearly two thirds of employees retire before reaching state pension age
Research compiled by retirement specialists Just Group has revealed that nearly two thirds of those who are aged over 55, retired prior to reaching the state pension age of 66.