HRGLY News Alert Hargreaves Lansdown (HRGLY) 33.9000 09/26/2014
Post# of 273249
High Net Worth Trends in the United Kingdom 2013-2017
M2 - Thu Jun 26, 8:36AM CDT
Research and Markets (http://www.researchandmarkets.com/research/www3mn/high_net_worth) has announced the addition of the "High Net Worth Trends in the United Kingdom 2013" report to their offering. This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in the UK. The report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis. This report provides projections of the volume and wealth of UK HNWIs. This includes demographic trends (2007-2012) and findings of the proprietary HNWI Database. Scope - 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 - HNWI and 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) - 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 4 Findings from the WealthInsight HNWI Database 5 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/ww..._net_worth
HNWI Asset Allocation in the United Kingdom 2013-2017
M2 - Thu Jun 26, 8:31AM CDT
Research and Markets (http://www.researchandmarkets.com/research/32q2mk/hnwi_asset) has announced the addition of the "HNWI Asset Allocation in the United Kingdom 2013" report to their offering. This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in the UK. It focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis. This report provides the latest asset allocations of UK HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of UK HNWIs to 2017 and a comprehensive and robust background of the local economy. Scope - 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 - HNWI and UHNWI asset allocations across 13 asset classes - 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 4 Analysis of UK HNWI investments 5 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/32q2mk/hnwi_asset
Challenges and Opportunities for the Wealth Sector in the United Kingdom 2013-2017
M2 - Thu Jun 26, 8:31AM CDT
Research and Markets (http://www.researchandmarkets.com/research/jh7n44/challenges_and) has announced the addition of the "Challenges and Opportunities for the Wealth Sector in the United Kingdom 2013" report to their offering. This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in the UK. It report focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis. This report is a thorough analysis of the UK Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Scope - 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 - HNWI and 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) - 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 4 Competitive Landscape of the Wealth Sector 5 Appendix Companies Mentioned - Barclays Wealth - Brewin Dolphin - Citi Private Bank - Coutts - Credit Suisse - Deutsche Bank - EFG Private Bank - LG 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/jh...lenges_and
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.