Study Highlights Differences Among Affluent Investors In Europe And Presents Opportunities For Advisors, Online Brokerages

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• Publié par: dow-jones-company
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• Langue: English

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Study Highlights Differences Among Affluent

Investors In Europe And Presents

Opportunities For Advisors, Online Brokerages

PR Newswire

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

France

.

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 valuable.

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

http://www.dowjones.com/pressroom/releases/2012/06132012-EUStudy-

0042.asp.

"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

http://www.dowjones.com/pr/onlinetrading.

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).