Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
survey
-
-
Election prompts four in 10 investors to tweak portfolios
Only 13% looking to increase their investments in the UK market
-
Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
-
‘Advice gap’ grows in 2024 with 12.4m people falling in
The headline number includes 9.2 million ‘low confidence non-advised’ investors
-
Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
-
A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
-
UK investors growing wary of impact investing
American Century Investments spoke to around 1,000 investors
-
Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study.
-
Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
-
Most investors not reviewing their pensions annually, research finds
Only 18% said they regularly review their funds
-
Investors increasingly eyeing alternatives as volatility fears rise
Carne Group commissioned Pureprofile to interview 201 investors