LSEG business Refinitiv’s new report, Getting Personal: How wealth firms can attract and retain the modern investor, found that 52 per cent of investors in Asia-Pacific are familiar with sustainable investments and 36 per cent believe commission-free trading and ESG investment vehicles will have the biggest impact on financial markets.
Forty-seven per cent of Asia-Pacific investors reported to be more willing to pay for personalised investing products and services, compared to just 22 per cent of North American investors and 33 per cent of European investors.
The report also outlines the important role that financial advisers play for investors, with 43 per cent of Asia-Pacific investors stating an “investment adviser/broker recommendations” as the most reliable source for information.
“As investor needs in Asia-Pacific continue to change and reflect new ways of investing and doing business, so too must those of financial advisors to retain clients and grow their business,” LSEG global head of wealth, data and analytics, Sabrina Bailey, said.
“Our report makes clear what those key investor expectations are and what financial advisers need to do to inspire confidence: provide a broader range of digital capabilities, personalised products and services, and alternative investment opportunities.”
