Tag: everyoneINVESTED

In a recent groundbreaking market research conducted in the UK by everyoneINVESTED, a significant revelation was made regarding investors' awareness of investment risks. The study, which delved deep into the intricacies of investment risk, found that individuals with prior investment experience, particularly those who had been profiled, demonstrated a heightened awareness and understanding of the risks associated with their investment choices.

The landscape of banking and investments in the UK is undergoing a monumental shift, driven by the wave of digital innovation and new regulations. In a groundbreaking study from everyoneINVESTED, 5,021 UK banking clients were profiled digitally in just 11 days, demonstrating the efficiency and potential of digital solutions in the banking sector.

Much like consumers in Italy and France, investors in the UK have similar risk profile patterns, and everyoneINVESTED believes its risk profiling solution could become the market standard.

Financial institutions need to move away from transaction-based operations and to a comprehensive integrated strategy.

Although financial participation continues to linger at around 10% among European banking clients, a stark contrast to the 89% of individuals acknowledging the importance of financial preparedness for their future, several emerging trends are inspiring optimism. These trends are pushing financial participation to new heights.

French banking customers prefer a ‘playful’ method to building their risk profile compared to traditional questionnaires, according to a field study by everyoneINVESTED.

With the ESG-focused principles of MiFID II regulation coming into force, wealth management firms need to be prepared for its impact and how they can future-proof their investment processes.

everyoneINVESTED has obtained an ISAE 3402* Type I certification for its sustainability module from Deloitte, as MiFID II’s update launches.

In August, financial institutions must meet a deadline for a MiFID II update that focuses on sustainability and harmonises environmental, social and governance aspects (ESG) in the investment space. everyoneINVESTED concept manager Laurent Lamblin outlines how this change could impact investing.

UBS recently re-entered the robo-advisory market through its $1.4bn acquisition of wealth management provider Wealthfront. However, this is not its first foray in the robo-advisor space.