Aarkstore - Wealth and Investment Research Digest H1 2014

Aarkstore - Wealth and Investment Research Digest H1 2014

Aarkstore - Aarkstore - Wealth and Investment Research Digest H1 2014
Digest H1 2014


“The Wealth and Investment Research Digest” is a digest of all the most important research in the wealth and retail investments industry each quarter, gathered from over 50 sources including associations, consultants, market intelligence companies, investment banks, and industry participants. It covers the retail investments and wealth management industries globally.

Updated quarterly, the Digest allows you to:

• Quickly update yourself on the latest research findings, gathered and organised for you.
• Get our Expert Analysts’ perspectives on the latest research.
• Link through to the original research to review or purchase.

Executive Summary

Wealth and Investments Digest H1 2014 finds that the wealth management and investment markets are showing strong signs of recovery after a prolonged period of downturn. The dominant story is one of growth in both wealth management/ private banking and mutual funds with increased opportunities and improving customer attitudes. Other interesting updates include the continued success of US domiciled funds, the impact of advice in the pre-retirement period and findings on global financial literacy.

Some highlights from the Digest include:

• Wealthy Individuals Showing Increased Confidence in the Wealth Management Industry
• State Of The Non Resident Indian (NRI) Investment Market
• Channel Choices of Wealthy Clients
• Financial Literacy Concerns Continue
• US Investment Funds Leading the Way
• Long Term Loyalty of Advisory Customers
• Crucial Role of Advice in The Pre-Retirement Period

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