Surveys & Research

High net worth (HNW) investors are starting to expect more than a portal when reviewing the digital services offered by a wealth manager.

Some of the UK’s wealthiest families were landed with retrospective tax bills in the region of £1.4 million on lifetime gifts, according to latest annual figures from a Freedom of Information (FOI) request by RBC Brewin Dolphin

A roundup of the latest funds news impacting the wealth management sector...

Wealth managers are taking up generative AI (GenAI) in spite of increasing reliability concerns, according to a study from EY.

Women in the UK are 'considerably' worse off than their male counterparts, according to a new research study from Handelsbanken Wealth & Asset Management, with women holding an average of £147,000 in financial assets, compared to £250,000 for men.

High net worth individuals (HNWIs) are planning to ramp up their investment in UK property as uncertainty around the economy and house prices creates potential opportunities, according to new research from Investec.

Women are missing out on the top jobs in firms launching on the stock market but are taking a much bigger role in the family business sector, analysis from Investec Wealth & Investment (UK) has revealed.

The financial impact of divorce highlights the need for wealth management advice, according to data from Investec Wealth & Investment (UK).

A roundup of the latest funds news impacting the wealth management sector...

Asset Risk Consultants (ARC) has published its private client indices (PCI) estimates for February 2024.