Mensuel de mars 2021 - Fonds & ESG

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The Gold Standard of Wealth Management: Redefining Investor Data Needs
By Jean Francois BEQUEVORT, Proposition Specialist, Wealth Solutions, Refinitiv, an LSEG business *   On January 28, 2021 Refinitiv released the findings of its Wealth Management report titled ‘The Gold Standard: Redefining Investor Data Needs’(1). The report is based on research commissioned by Refinitiv that surveyed 1,030 self-directed and advised mass affluent investors in September 2020, located in nine global financial centers: Switzerland, UK, Australia, Canada, China, Hong Kong, Japan, Singapore and U.S. It examines how investors trading activities, data needs and digital expectations are evolving and delves into the critical role that data and analytics will play in a post Covid-19 world.   The Gold Standard of Wealth Manage-ment:...
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