News results for Surveys

Surveys
27 November 2023

AI Strong Long-Term Investment Theme – WisdomTree Survey

WisdomTree has just released its 2023 survey, covering 803 professional investors across Europe. ...

Surveys
22 November 2023

UK Investors To Diversify Portfolios Over Economic Fears – Survey

The FCA-regulated investment platform Shojin has just released a survey among 2,000 UK adults,...

Surveys
20 November 2023

Digital Tech Creates Risk Worry For Firms, But AI Is Business Opportunity – PwC

The report gets to grips with how firms think about technology, both in terms of risks and...

Surveys
20 November 2023

UBS Favours Quality Bonds, Stocks In 2024

UBS Global Wealth Management’s chief investment office has just released the UBS Year Ahead 2024...

Surveys
20 November 2023

High Inflation, Rates Powerful Investment Influence In 2023 – Schroders

Higher interest rates and inflation are creating a new investment landscape. Schroders Global...

Surveys
16 November 2023

Investors Increasingly Worried About Greenwashing – PwC Survey

PwC has just issued its 2023 Global Investor Survey, now in its third consecutive year. ...

Surveys
13 November 2023

Upheavals, New Risks: What Grabs UHNW Families' Attention – Study

The family office examines the non-financial and financial concerns that clients have, ranging from...

Surveys
3 November 2023

Political Stability Big Concern For Wealthy Families – Julius Baer

Swiss private bank Julius Baer has released its Family Barometer Report 2023 this week, in...

Surveys
2 November 2023

Most Investors Comfortable Using AI For Investment Advice – Avaloq

This week, Avaloq, a specialist in digital banking solutions and wealth management technology,...

Surveys
2 November 2023

HNW Individuals Buy Replica Luxury Goods, Fret About Robbery

These stories also shed light on an important role that advisors should take, particularly with...

Comment & Analysis results for Surveys

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...

Surveys
4 September 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of...

Surveys
30 June 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

There is much talk in the wealth industry about the importance of talent management but what...

Surveys
19 May 2014

EDITORIAL COMMENT: Rich List Prompts Thoughts On Inequality, The Need For Robust Defence Of Capitalism

The publication of the Sunday Times Rich List comes at a time when the academic and policymaking...

Surveys
2 December 2013

EXCLUSIVE: Report Questions The Quality Of Social Media Activity Among Private Banks

The overall quality of social media activity among prevalent global wealth managers and private...

Industry Surveys
30 September 2013

EXCLUSIVE: Swiss Private Bank Survey Reveals Wide Quality Differences

A survey of 14 Swiss private banks revealed the calibre of investment advice and consultation...

Industry Surveys
1 July 2013

It's Tough Out There For Global Wealth Managers, But Lots Of Varied Fortunes - PwC

Wealth managers around the world must contend with a still-tough global economy although there are...

Industry Surveys
25 June 2013

North America Private Banks Have Banner Year In 2012, Profits Improve - McKinsey

Private banks in the US and Canada enjoyed a “banner year” in 2012 terms of net inflows of...

Surveys
26 September 2012

Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study

Three-quarters of estate plans relating to HNW clients are at least three years old, yet an...