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Embark Investor Confidence Barometer 3

Welcome to the latest edition of the Embark Investor Confidence Barometer – our bi-annual survey of advisers and investors. Short of tapping directly into the minds of your clients and peers (you’ll need to wait until at least 2025 before you can do that), you have come to the right place.

Key findings: March 2022

  • Clients’ partners twice as likely to ask for introduction than advisers
  • Female advisers show the way on intergenerational connections
  • Only tenth retain services of partners or children for vast majority of clients
  • Robo-advice presents surprise opportunity for firms
  • Comfort with robo greatest among wealthiest
  • Adviser appetite for robo-advice high
  • Fee concerns weighing on advisers’ confidence
  • Clients happier than ever with quality of advice
  • Advisers’ ability to understand needs impresses clients
  • Advisers can open doors to responsible investments
  • Young ESG investors (and indeed many older investors) will settle for lower returns
  • The struggle to measure clients’ ESG preferences

Meet our contributors

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Jackie Leiper,
Chief Executive Officer,
Embark Group

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Phil Bungey,
Chief Executive Officer,
Advance by Embark

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Toby Larkman,
Chief Commercial Officer,
Embark Platform

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Greg Davies,
PhD,
Oxford Risk

Get in touch

If you have any questions or wish to find out more about the Embark Investor Confidence Barometer, please contact us here.

Download the full guide

Looking to download the full Embark Investor Confidence Barometer? Simply fill out this form and download the guide.

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Missed the last Investor Confidence Barometer?

Issue 1

February 2021
Insights including: Value of advice; virtual meetings; DB transfers; adviser services

Issue 2

October 2021
Insights including: Female investors; retirement confidence; responsible investing; digital advice.