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Yahoo
23-05-2025
- Business
- Yahoo
UK HNW Investors Wealth Management Report 2025: Rising Demand for Robo-Advice, Targeting UK Female HNWs and Entrepreneurs
Explore the investment preferences of UK HNW individuals with insights from the Global Wealth Managers Survey. Discover key demographics, portfolio allocations, and offshore investment trends. Uncover growth opportunities in robo-advice, equities, and retirement planning services. Learn strategies to effectively target HNW expats and develop tailored investment products to meet future demands in this dynamic market. Dublin, May 23, 2025 (GLOBE NEWSWIRE) -- The "UK Wealth Management: HNW Investors 2025" has been added to offering. This report provides essential information for wealth managers seeking to refine their service offerings and capture a larger share of the UK HNW market by aligning with emerging trends and client expectations. The report offers an in-depth examination of the investment preferences among UK's High Net Worth (HNW) individuals, illustrating demographic details, portfolio allocations, offshore investment trends, and demand for various financial products and services. Drawing from the proprietary Global Wealth Managers Survey, this analysis equips financial advisors with critical insights to better serve this lucrative market. UK's HNW segment is largely dominated by professional and high-earning males. However, the rise of female HNW individuals and entrepreneurs marks an evolving market dynamic, presenting wealth managers with significant client engagement opportunities. In a competitive landscape, where advisory mandates command high interest, wealth managers are urged to create a multi-service proposition. This must be supported by sophisticated investment strategies to meet emerging client needs. Notably, the growth of robo-advice services, combined with a rising focus on equities and pension planning, positions these areas as vital growth sectors for wealth management in the near future. Scope: Expats form 14.8% of the local HNW demographic, offering a market ripe with opportunities due to their complex service requirements. Robo-advice currently makes up 12.3% of UK HNW portfolios, evidencing strong demand for tech-driven advisory solutions. On average, UK HNW investors allocate 41.8% of their wealth offshore, with expectations for this figure to rise within the next year. Reasons to Buy: Gain a nuanced understanding of the UK HNW wealth market, including their distinct investment preferences and behaviors. Enhance client targeting strategies using insightful data on HNW demographics and wealth sources. Adapt your investment product offerings to align with current and projected demands across diverse asset classes favored by HNW individuals. Key Topics Covered: 1. Demographics2. Expats3. Investment Style Preferences4. Asset Allocation Preferences5. Offshore Investment Preferences6. Products and Services7. AppendixA selection of companies mentioned in this report includes, but is not limited to: Barclays NatWest Lloyds Bank St. James's Place Revolut Standard Chartered Global Private Bank Moneyfarm Invesco Nutmeg Netwealth Utmost International Lombard International For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
Globe and Mail
21-05-2025
- Business
- Globe and Mail
Canadian Investors Rethink Spending and Investment Decisions Amid Global Trade Wars: New Broadridge Survey Reveals
83% of respondents said they are likely to only purchase Canadian goods and services in the next six months A third (35%) of respondents say they plan to adjust investment portfolios in the next six months, while 34% intend to stay the course and 30% remain unsure Half of respondents reported exploring new investment opportunities over the past six months TORONTO , May 21, 2025 /CNW/ -- Heightened macroeconomic volatility and a global trade war have prompted Canadians to rethink their investment and spending decisions according to the 2025 Canadian Investor Study, a new survey from global technology leader Broadridge Financial Solutions, Inc. (NYSE: BR). The survey found that a majority (83%) of Canadian investors are likely to adjust their purchasing habits to spend more on Canadian-owned goods and services and that one-third (35%) of investors plan to make meaningful changes to their investment portfolios in the next six months. Among generations, half of Gen Z (51%) and Millennial (49%) investors plan to be more proactive in adjusting their portfolios compared to just 15% of Baby Boomers. As public markets remain volatile, half of respondents reported that they have explored new investment vehicles over the past six months, including: digital assets (20%), private markets (19%) and precious metals (18%). However, Canadian investors reported that one of the top challenges are they face when it comes their personal investments are regulatory/taxation barriers across borders (36%), data privacy/cybersecurity (36%), limited access to international markets (31%), highlighting a lack of opportunities for Canadians to broaden their exposure to new investment vehicles given international trading constraints. "Canadians are turning their focus inwards as they adjust their purchasing habits to spend more on Canadian goods and services and rethink their portfolios amid a prolonged state of uncertainty," said Karin Kirkwood , President of Broadridge Canada. "As these investors explore their investment options to futureproof their portfolios, they increasingly expect trusted advice and new investment vehicles from advisors to be supported by modern technology. This presents a clear opportunity for financial institutions to help investors navigate uncertainty and achieve their financial goals through a combined high-tech, high-touch approach." Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments. Just over half (56%) report that they feel positively (somewhat or very) about the outlook of their investments over the next twelve months. Additional key findings Top sources of financial information include financial advisors (44%), friends and family (39%), and news websites/apps (35%). Among Gen Z investors, however, social media (41%) and financial influencers or content creators (29%) are more popular sources than financial advisors (28%). Emerging technologies like GenAI are gaining traction: 18% of Gen Z and 21% of Millennials have used AI-driven platforms to gather investment information Of all investors using Gen AI (12%), the majority (88%) were likely to act on the advice provided. Embracing a hybrid model when it comes to financial advice: Nearly three quarters (74%) of Canadian investors currently work or have worked with a financial advisor, and 60% currently use or have used a do-it-yourself (DIY) investing platform. DIY investing platform usage is highest among Millennial investors (70%). The top concerns impacting Canadian investors' ability to reach their financial goals are the rising cost of living (27%), market volatility and economic uncertainty (18%), and political & regulatory uncertainty (11%). Despite increased demand for a digital-first experience, respondents cited fraud , identity theft, and financial loss due to cyberattacks as top concerns when it comes to data privacy/cybersecurity among financial institutions. At the same time, financial institutions that deliver strong, personalized service stand out. Quick response times, easy-to-navigate platforms and clear communications & customizations were cited by respondents as the definition of superior client experience. To download the full report, please visit here. Survey Methodology This survey presents the findings of a CARAVAN® survey conducted by Big Village Insights among a sample of 1,004 adults, ages 18 and older, who live in Canada and have household investable assets of $100,000 or more. The survey was conducted from March 20 – March 26, 2025 . About Broadridge Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work ®, Broadridge is part of the S&P 500 ® Index, employing over 14,000 associates in 21 countries. For more information about us, please visit
Yahoo
20-05-2025
- Business
- Yahoo
51.8% of UAE HNW Wealth Offshored, Expected to Rise in 12 Months
Explore the investment preferences of UAE's HNW individuals with our comprehensive analysis. Discover key demographics, portfolio allocations, offshore investment trends, and the growing demand for robo-advice, equities, and ESG investments. Gain insights to refine wealth management strategies. Dublin, May 20, 2025 (GLOBE NEWSWIRE) -- The "UAE Wealth Management: HNW Investors 2025" report has been added to report provides comprehensive analysis of the investment preferences of the UAE's HNW individuals. It profiles HNW investors in terms of their demographics; examines the allocation of HNW investors' portfolios; analyzes their propensity to invest offshore; and explores their product and service UAE HNW market is dominated by professional and high-earning males. In a highly competitive market such as this, offering a multi-service proposition underpinned by the ability to offer sophisticated investments will be crucial. A burgeoning appetite for robo-advice coupled with increasing demand for equities and ESG investments provide arguably the most significant growth opportunities for wealth managers in the foreseeable Highlights Expats constitute 11.5% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements. Robo-advice accounts for 15.1% of the UAE HNW portfolio and has strong current demand. The average UAE HNW investor offshores 51.8% of their wealth abroad; this proportion is expected to increase over the next 12 months. Reasons to Buy Understand the UAE's HNW wealth market, including the investment preferences of HNW individuals. Develop and enhance your client targeting strategies using our data on HNW demographics and sources of wealth. Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals. Key Topics Covered: Demographics Expats Investment Style Preferences Asset Allocation Preferences Offshore Investment Preferences Products and Services Company Coverage: China Telecom China Mobile China Unicom HSBC Citi DBS Vanguard Ant Group BangNiTou China Merchants Bank Commercial Bank of China For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Sign in to access your portfolio
