Study Highlights Differences Among Affluent Investors In Europe And Presents
Opportunities For Advisors, Online Brokerages
LONDON, June 13, 2012
LONDON, June 13, 2012 /PRNewswire/ -- A survey of affluent investors'
relationships with their online trading and advisory firms in the UK, France
and Germany revealed significant differences between the markets that should
shape how firms interact with clients and tailor their services.
The Dow Jones European Affluent Investor Study was designed to give advisory
and online firms insight into the requirements and habits of affluent
investors and traders. This type of information is particularly valuable
against the backdrop of the Euro-zone crisis which has heightened the
financial concerns of investors and traders. Dow Jones' study was conducted
in January 2012.
The study found:
*Online investment firms are widely used in Germany but not the UK or
*Germans' preference for online firms may be a product of their confidence
in their knowledge of the financial markets.
*Investors in all countries find educational information from advisors
*Tax strategies and diversifying investments are two topics advisory
clients in all three countries most want advice on from their advisors.
*Advisors have strong relationships with clients in the UK and Germany, but
less so with French investors.
For additional information, supporting statistics, and graphics, visit
"From a combination of our own proprietary research and Dow Jones' survey, we
see that investors are hungry for information and a firm's ability to provide
knowledge, insight, and news about specific products and investments is one of
the most important factors in developing positive relationships with clients
and growing their customer base," Isabella Fonseca, research director at
Celent, a research and advisory firm.
The study was conducted by an independent research firm and includes responses
from 1,127 randomly selected investors aged at least 25 years and with a
minimum of pounds Sterling/euro 50,000 in assets available for investment
excluding retirement plan contributions.
For information about Dow Jones solutions for wealth managers, visit
About Dow Jones Dow Jones & Company is a global provider of news and business
information and a developer of technology to deliver content to consumers and
organizations across multiple platforms. Dow Jones produces newspapers,
newswires, Web sites, apps, newsletters, magazines, proprietary databases,
conferences, radio and video. Its premier brands include The Wall Street
Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch, SmartMoney and
All Things D. Its information services combine technology with news and data
to support business decision making. The company pioneered the first
successful paid online news site and its industry leading innovation enables
it to serve customers wherever they may be, via the Web, mobile devices and
tablets. The Dow Jones Local Media Group publishes community newspapers, Web
sites and other products in six U.S. states. Dow Jones & Company (
www.dowjones.com ) is a News Corporation company (NASDAQ: NWS, NWSA; ASX: NWS,
NWSLV; www.newscorp.com ).
Contact: Kate Dobbin, Dow Jones, +44 207 573 4016, email@example.com
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