News, Comment & Analysis results for Surveys
Operational Infrastructure Shortfall For Scaling Private Markets – FE fundinfo
If private markets are going to sit alongside public assets in more investors’ portfolios, the...
Active Management Gains Ground Amidst Volatility – Rathbones
A new survey commissioned by Rathbones finds that international financial advisors, discretionary...
Private Equity Firms Struggle With New Liquidity Routes – Vistra
Vistra, a Singapore-headquartered provider of essential business services, has released a new...
Family Offices Unprepared For Succession, Operational Risk – DBS
One in three family offices cite founders’ reluctance to cede control as the main reason for...
Advisors Accountable For Investment Governance Despite Outsourcing – Raymond James
New Raymond James research finds financial advisors shoulder responsibility for client outcomes,...
Succession Planning Priority For UHNW Families – Julius Baer Barometer
This year’s Julius Baer Family Barometer Report examines the priorities and challenges facing...
Family Offices Say Rates, Bond Yields Greatest Growth Risk – Deutsche Bank
The German bank polled family offices and HNW people in the Asian city-state earlier in October...
Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan
The private banking arm of the US group surveyed 125 of what it called international family offices...
Europeans Don’t Explain Private Market Offerings Clearly; Swiss Banks Outperform
A study of 30 UK and other European wealth managers and private banks finds that most have built...
Confidence Down Amongst UK Wealthy, Driven By Fears Over Tax, Wealth Policies – Saltus Wealth Index
Confidence among UK high net worth individuals (HNWIs) has fallen further over the last six months,...
Comment & Analysis results for Surveys
Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife
As part of a series examining the work of life insurers for affluent and HNW clients in Singapore,...
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...