Wealth Adviser Newsletter 27.05.22

Celebrating the twelfth Wealth Adviser awards

After a three-year lull caused by Covid, we are very pleased to bring back the popular Wealth Adviser awards, with the winners announced this week at our awards event in London’s Knightsbridge.
Latest research shows that investors are turning more and more to their wealth managers to help them navigate through difficult waters. A recent study from Natixis IM found that millennials, those born between 1981 and 1996, like financial advice and financial planning.
They are diligent savers, putting aside 19 per cent of their income for retirement, on average, and have the goal of retiring aged 59.
Our Wealth Adviser awards recognise the importance of healthy wealth management practices and are a moment for our wealth adviser winners to take a well-deserved bow.
More good habits were reported this week in our piece detailing the research from Hargreaves Lansdown which found that almost three quarters made new habits during the pandemic and over 90 per cent have kept at least one of them, and those habits are often contributing to saving money.
Investment Metrics, factor analysts for institutional investors, reports that we are seeing a return to value and yield style investing across the globe, as investors face challenging markets, rising interest rates and rising inflation.
Some investors have turned to cryptocurrencies and our In My Opinion this week sees Kate Kurbanova, co-founder and COO of Apostro, warning that the decentralised finance is lacking proper risk management and security practices which prevents more institutional investors to enter the market.
Next week sees the UK enjoying a four-day weekend, with celebrations for the Queen’s Platinum Jubilee giving the country an extra couple of days off. We are going to celebrate Her Majesty by taking a couple of days off and not producing a newsletter next week. We will be back to normal, taking down the bunting and having eaten all the cake, for the following week.
Beverly Chandler, managing editor, Wealth Adviser
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