European Investor Segmentation 2016: Building Bridges with Clients

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In its third iteration, this report explores the dynamics between distributors and end investors in six key markets: The United Kingdom, France, Germany, Switzerland, Italy, and Spain. It examines the behaviors, attitudes, and evolving needs of mass-affluent and high-net-worth investors, and discusses successful strategies of communicating with the end investor via social media. In addition, the report sheds light on the two largest financial advice markets in Europe: the United Kingdom and Germany.

Data included in this report comes from proprietary research, including more than 50 interviews with asset managers, independent financial advisors, private bankers, and wealth managers. Three proprietary surveys were conducted of more than 1,000 retail investors in France, Germany, Italy, Spain, and the U.K., as well as over 160 financial advisors in the U.K. and Germany.

Reasons To Purchase:
  • Understand the degree to which asset managers are using social media to target end investors, and perspectives on devoting greater resources to managing social media communications
  • Evaluate the differences in generational views on active and passive management, the impact of robo-advice, and investment return expectations
  • Review the ongoing debate over investor access to third-party products, and whether banks and other gatekeepers will revert to selling more proprietary vehicles as a reaction to the Markets in Financial Instruments Directive (MiFID) II
  • Examine how asset managers are responding to retail investors’ higher risk tolerances, lower return expectations, limited willingness to pay for advice, and increasing familiarity with digital solutions
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