Hargreaves Lansdown (HRGLY) 46.2100 $HRGLY
Ultra HNWIs in the United Kingdom 2013-2017
M2 - Wed Apr 23, 8:16AM CDT
Research and Markets (http://www.researchandmarkets.com/research/7fbp3n/ultra_hnwis_in) has announced the addition of the "Ultra HNWIs in the United Kingdom 2013" report to their offering. This report reviews the performance and asset allocations of Ultra HNWIs in the United Kingdom and highlights top-performing cities. It also includes an evaluation of the local wealth management industry. Scope - UHNWI volume, wealth and allocation trends from 2007 to 2012 - UHNWI volume, wealth and allocation forecasts to 2017 - UHNWI asset allocations across 13 asset classes - Number of UHNWIs in each state and all major cities - Fastest growing cities and states for UHNWIs (2007-2012) - Number of wealth managers in each city - City wise ratings of wealth management saturation and potential - Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in the UK - Size of the UK wealth management industry - Largest domestic private banks by AuM - Detailed wealth management and family office information - Insights into the drivers of HNWI wealth Key Highlights - There are 11,139 UHNWIs in the UK. Of this total, there were 95 billionaires, 2,571 centimillionaires and 8,472 affluent millionaires in 2012. - The number of UHNWIs in the UK decreased by 3%, from 11,451 individuals in 2007 to 11,139 in 2012. This was slightly lower than the decrease of 4% recorded by core HNWIs. - The number of billionaires decreased by 9%, while the number of centimillionaires and affluent millionaires decreased by 4% and 2% respectively. - It is expected the number of UHNWIs will increase by 43%, to reach 15,909 individuals in 2017. This will comprise 107 billionaires, 3,681 centimillionaires and 12,121 affluent millionaires. - With US$1187 billion in total combined wealth, UK UHNWIs hold 42% of the total wealth of the country's HNWIs, which is in line with the global average of 30%. This reflects the well developed nature of the local wealth market. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Findings from the WealthInsight HNWI Database 5 Analysis of UK Ultra HNWI investments 6 Competitive Landscape of the Wealth Sector 7 Appendix Companies Mentioned - Barclays Wealth - Brewin Dolphin - Citi Private Bank - Coutts - Credit Suisse - Deutsche Bank - EFG Private Bank - GLG Partners - Goldman Sachs - HSBC - Hargreaves Lansdown - Investec - JPMorgan Private Bank - Lloyds - Merrill Lynch - Rathbones - Smith & Williamson - Societ? General PB Hambros - St James's Place - UBS For more information visit http://www.researchandmarkets.com/research/7f...a_hnwis_in
The Future of UK HNWIs to 2017: Capital of Wealth and Finance
M2 - Wed Apr 23, 8:09AM CDT
Research and Markets (http://www.researchandmarkets.com/research/zqkhhr/united_kingdom) has announced the addition of the "United Kingdom - The Future of HNWIs to 2017: Capital of Wealth and Finance" report to their offering. There are 736,000 HNWIs and 11,139 UHNWIs in UK in 2012. This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in UK and highlights top-performing cities. It also includes an evaluation of the local wealth management market. Scope of the Report - Independent market sizing of UK HNWIs across five wealth bands - HNWI volume and wealth trends from 2007 to 2012 - HNWI volume and wealth forecasts to 2017 - Number of UHNWIs in each state and all major cities - HNWI and UHNWI asset allocations across 13 asset classes - Fastest growing cities and states for UHNWIs (2007-2012) - Insights into the drivers of HNWI wealth Key Highlights - There were just over 736,000 HNWIs in the UK in 2012. These HNWIs collectively hold US$2,810 billion in wealth which equates to 23% of the total individual wealth held in the country. - UK HNWIs underperformed compared to the global average during the review period - worldwide HNWI volumes decreased by 0.3% whilst UK HNWI numbers decreased by 4%. - In 2012, UK HNWI numbers rose by 8.9%, following a decline of 1.0% in 2011. - Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of UK HNWIs is forecast to grow by 43%, to reach over 1,053,037 in 2017. HNWI wealth is projected to grow by 55% to reach US$4,350 billion by 2017. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking UK Wealth in Context 3.5 HNWI Volume and Wealth Trends 4 Findings from the HNWI Database 4.1 Trends in HNWI Wealth to 2017 4.2 UHNWIs 4.3 UHNWIs - Billionaires 4.4 UHNWIs - Centimillionaires 4.5 UHNWIs - Affluent Millionaires 4.6 Core HNWIs 4.8 Core HNWIs - Lower-Tier Millionaires 5 Analysis of UK HNWI investments 5.1 Analysis by Asset Classes 5.2 Analysis of Foreign Investments 5.3 Alternative Breakdown: Liquid vs Investable Assets 5.4 Analysis of UK Ultra HNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.2 Developments in the UK Private Banking and Wealth Management Industry 6.3 UK Wealth Management Market - Clientele Model and Maturity 6.4 Behavioral Mapping of Wealth Management Market and Private Banking Industry in the UK 6.5 Porter's Five Force Analysis - Wealth Management Industry 6.6 Financial Services Review 7 Appendix Companies Mentioned - Barclays Wealth - Brewin Dolphin - Citi Private Bank - Coutts - Credit Suisse - Deutsche Bank - EFG Private Bank - GLG Partners - Goldman Sachs - HSBC - Hargreaves Lansdown - Investec - JPMorgan Private Bank - Lloyds TSB - Merrill Lynch - Rathbones - Smith & Williamson - Societ? General PB Hambros - St James's Place - UBS For more information visit http://www.researchandmarkets.com/research/zq...ed_kingdom
Hargreaves Lansdown Comment Re: Whitbread Trading Update
M2 - Wed Sep 11, 5:05AM CDT
Richard Hunter, Head of Equities at Hargreaves Lansdown Stockbrokers, commented "The shares have succumbed to some inevitable profit taking in early trade, despite the fact that Whitbread's longer term strategy remains firmly intact.
Independent Financial Advisers Market Report 2013
M2 - Fri Jul 19, 9:51AM CDT
Research and Markets (http://www.researchandmarkets.com/research/rrhgqp/independent) has announced the addition of the "Independent Financial Advisers Market Report 2013" report to their offering. Change is the watchword for independent financial advisers (IFAs) in 2012. The financial services industry, with the IFA profession as part of it, has been targeted by a barrage of regulatory reform since the financial crisis in 2007. These reforms are intended to reign in the industry to prevent it and, by extension, the country from experiencing a financial crisis like the one seen in recent years. The most important of these reforms for IFAs is the Retail Distribution Review (RDR), which radically transforms the way IFAs operate and the advice they give to their clients. It contains key changes to the way financial advisers can charge for their services and the ways in which they can label themselves and their advice, as well as mandating a higher level of qualification required to give financial advice. The regulatory changes have made it more difficult to stay in the market as an IFA. Many advisers (especially those attached to banks) believe that having to charge upfront fees for advice will deter customers from seeking their services, and will therefore choose to bow out of the market altogether or offer restricted instead of independent advice. Economic conditions have deteriorated considerably since the last edition of this report was published (in April 2008) and future economic conditions remain uncertain. As a result of the economic turbulence, the Bank of England (BoE) has held interest rates at the historic low of 0.5%; this has damaged yields on savings and investment products, although it has made mortgage repayments easier to meet. This is providing, however, that those looking to get a mortgage can get the necessary credit in the first place, which is problematic in the current climate. Both factors should, in theory, boost demand for financial advisers; if mortgages become more affordable then the likelihood is that more customers will take them out, and if savings and investments continue to perform disappointingly, more individuals may be prompted to visit a financial adviser in order to maximise the potential of their investment. Companies Mentioned - Awd Chase De Vere Ltd - Brewin Dolphin Ltd - Charles Stanley - Financial Ltd - Hargreaves Lansdown PLC - Investec PLC - Lloyds Tsb Financial Advisers Ltd - Origen Financial Services Ltd - Pantheon Financial Ltd - Pearson Jones Plc - Positive Solutions (Financial Services) Ltd - St James's Place PLC - Tenetconnect Ltd - Towergate financial (west) lLtd - Towry ltd - The Future For more information visit http://www.researchandmarkets.com/research/rr...ndependent About Research and Markets Research and Markets 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.
UK: Aviva and Hargreaves Lansdown outline a new, single pension approach to 'pot follows member'
M2 - Thu Jun 27, 9:26AM CDT
The 'one member, one pot' approach involves employees 'owning' a single pension throughout their careers. Pension savings are safer as there are no physical transfers of money. There is a reduced risk of pension liberation fraud. Employees' pension pots stay with them when they move jobs. Providers are incentivised to deliver good pensions. The technology is currently available to support this approach.
Ultra HNWIs in the United Kingdom 2013-2017
M2 - Wed Apr 23, 8:16AM CDT
Research and Markets (http://www.researchandmarkets.com/research/7fbp3n/ultra_hnwis_in) has announced the addition of the "Ultra HNWIs in the United Kingdom 2013" report to their offering. This report reviews the performance and asset allocations of Ultra HNWIs in the United Kingdom and highlights top-performing cities. It also includes an evaluation of the local wealth management industry. Scope - UHNWI volume, wealth and allocation trends from 2007 to 2012 - UHNWI volume, wealth and allocation forecasts to 2017 - UHNWI asset allocations across 13 asset classes - Number of UHNWIs in each state and all major cities - Fastest growing cities and states for UHNWIs (2007-2012) - Number of wealth managers in each city - City wise ratings of wealth management saturation and potential - Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in the UK - Size of the UK wealth management industry - Largest domestic private banks by AuM - Detailed wealth management and family office information - Insights into the drivers of HNWI wealth Key Highlights - There are 11,139 UHNWIs in the UK. Of this total, there were 95 billionaires, 2,571 centimillionaires and 8,472 affluent millionaires in 2012. - The number of UHNWIs in the UK decreased by 3%, from 11,451 individuals in 2007 to 11,139 in 2012. This was slightly lower than the decrease of 4% recorded by core HNWIs. - The number of billionaires decreased by 9%, while the number of centimillionaires and affluent millionaires decreased by 4% and 2% respectively. - It is expected the number of UHNWIs will increase by 43%, to reach 15,909 individuals in 2017. This will comprise 107 billionaires, 3,681 centimillionaires and 12,121 affluent millionaires. - With US$1187 billion in total combined wealth, UK UHNWIs hold 42% of the total wealth of the country's HNWIs, which is in line with the global average of 30%. This reflects the well developed nature of the local wealth market. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Findings from the WealthInsight HNWI Database 5 Analysis of UK Ultra HNWI investments 6 Competitive Landscape of the Wealth Sector 7 Appendix Companies Mentioned - Barclays Wealth - Brewin Dolphin - Citi Private Bank - Coutts - Credit Suisse - Deutsche Bank - EFG Private Bank - GLG Partners - Goldman Sachs - HSBC - Hargreaves Lansdown - Investec - JPMorgan Private Bank - Lloyds - Merrill Lynch - Rathbones - Smith & Williamson - Societ? General PB Hambros - St James's Place - UBS For more information visit http://www.researchandmarkets.com/research/7f...a_hnwis_in
The Future of UK HNWIs to 2017: Capital of Wealth and Finance
M2 - Wed Apr 23, 8:09AM CDT
Research and Markets (http://www.researchandmarkets.com/research/zqkhhr/united_kingdom) has announced the addition of the "United Kingdom - The Future of HNWIs to 2017: Capital of Wealth and Finance" report to their offering. There are 736,000 HNWIs and 11,139 UHNWIs in UK in 2012. This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in UK and highlights top-performing cities. It also includes an evaluation of the local wealth management market. Scope of the Report - Independent market sizing of UK HNWIs across five wealth bands - HNWI volume and wealth trends from 2007 to 2012 - HNWI volume and wealth forecasts to 2017 - Number of UHNWIs in each state and all major cities - HNWI and UHNWI asset allocations across 13 asset classes - Fastest growing cities and states for UHNWIs (2007-2012) - Insights into the drivers of HNWI wealth Key Highlights - There were just over 736,000 HNWIs in the UK in 2012. These HNWIs collectively hold US$2,810 billion in wealth which equates to 23% of the total individual wealth held in the country. - UK HNWIs underperformed compared to the global average during the review period - worldwide HNWI volumes decreased by 0.3% whilst UK HNWI numbers decreased by 4%. - In 2012, UK HNWI numbers rose by 8.9%, following a decline of 1.0% in 2011. - Growth in HNWI wealth and volumes are expected to improve over the forecast period. The total number of UK HNWIs is forecast to grow by 43%, to reach over 1,053,037 in 2017. HNWI wealth is projected to grow by 55% to reach US$4,350 billion by 2017. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking UK Wealth in Context 3.5 HNWI Volume and Wealth Trends 4 Findings from the HNWI Database 4.1 Trends in HNWI Wealth to 2017 4.2 UHNWIs 4.3 UHNWIs - Billionaires 4.4 UHNWIs - Centimillionaires 4.5 UHNWIs - Affluent Millionaires 4.6 Core HNWIs 4.8 Core HNWIs - Lower-Tier Millionaires 5 Analysis of UK HNWI investments 5.1 Analysis by Asset Classes 5.2 Analysis of Foreign Investments 5.3 Alternative Breakdown: Liquid vs Investable Assets 5.4 Analysis of UK Ultra HNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.2 Developments in the UK Private Banking and Wealth Management Industry 6.3 UK Wealth Management Market - Clientele Model and Maturity 6.4 Behavioral Mapping of Wealth Management Market and Private Banking Industry in the UK 6.5 Porter's Five Force Analysis - Wealth Management Industry 6.6 Financial Services Review 7 Appendix Companies Mentioned - Barclays Wealth - Brewin Dolphin - Citi Private Bank - Coutts - Credit Suisse - Deutsche Bank - EFG Private Bank - GLG Partners - Goldman Sachs - HSBC - Hargreaves Lansdown - Investec - JPMorgan Private Bank - Lloyds TSB - Merrill Lynch - Rathbones - Smith & Williamson - Societ? General PB Hambros - St James's Place - UBS For more information visit http://www.researchandmarkets.com/research/zq...ed_kingdom
Hargreaves Lansdown Comment Re: Whitbread Trading Update
M2 - Wed Sep 11, 5:05AM CDT
Richard Hunter, Head of Equities at Hargreaves Lansdown Stockbrokers, commented "The shares have succumbed to some inevitable profit taking in early trade, despite the fact that Whitbread's longer term strategy remains firmly intact.
Independent Financial Advisers Market Report 2013
M2 - Fri Jul 19, 9:51AM CDT
Research and Markets (http://www.researchandmarkets.com/research/rrhgqp/independent) has announced the addition of the "Independent Financial Advisers Market Report 2013" report to their offering. Change is the watchword for independent financial advisers (IFAs) in 2012. The financial services industry, with the IFA profession as part of it, has been targeted by a barrage of regulatory reform since the financial crisis in 2007. These reforms are intended to reign in the industry to prevent it and, by extension, the country from experiencing a financial crisis like the one seen in recent years. The most important of these reforms for IFAs is the Retail Distribution Review (RDR), which radically transforms the way IFAs operate and the advice they give to their clients. It contains key changes to the way financial advisers can charge for their services and the ways in which they can label themselves and their advice, as well as mandating a higher level of qualification required to give financial advice. The regulatory changes have made it more difficult to stay in the market as an IFA. Many advisers (especially those attached to banks) believe that having to charge upfront fees for advice will deter customers from seeking their services, and will therefore choose to bow out of the market altogether or offer restricted instead of independent advice. Economic conditions have deteriorated considerably since the last edition of this report was published (in April 2008) and future economic conditions remain uncertain. As a result of the economic turbulence, the Bank of England (BoE) has held interest rates at the historic low of 0.5%; this has damaged yields on savings and investment products, although it has made mortgage repayments easier to meet. This is providing, however, that those looking to get a mortgage can get the necessary credit in the first place, which is problematic in the current climate. Both factors should, in theory, boost demand for financial advisers; if mortgages become more affordable then the likelihood is that more customers will take them out, and if savings and investments continue to perform disappointingly, more individuals may be prompted to visit a financial adviser in order to maximise the potential of their investment. Companies Mentioned - Awd Chase De Vere Ltd - Brewin Dolphin Ltd - Charles Stanley - Financial Ltd - Hargreaves Lansdown PLC - Investec PLC - Lloyds Tsb Financial Advisers Ltd - Origen Financial Services Ltd - Pantheon Financial Ltd - Pearson Jones Plc - Positive Solutions (Financial Services) Ltd - St James's Place PLC - Tenetconnect Ltd - Towergate financial (west) lLtd - Towry ltd - The Future For more information visit http://www.researchandmarkets.com/research/rr...ndependent About Research and Markets Research and Markets 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.
UK: Aviva and Hargreaves Lansdown outline a new, single pension approach to 'pot follows member'
M2 - Thu Jun 27, 9:26AM CDT
The 'one member, one pot' approach involves employees 'owning' a single pension throughout their careers. Pension savings are safer as there are no physical transfers of money. There is a reduced risk of pension liberation fraud. Employees' pension pots stay with them when they move jobs. Providers are incentivised to deliver good pensions. The technology is currently available to support this approach.
