News, Comment & Analysis results for Surveys
Clients Aren't As Loyal As They Used To Be - Avaloq
A new Avaloq wealth insights 2025 report reveals a paradox in wealth management: while trust in...
Charities' Investment Portfolios Shifting Towards Equities, Alternatives - Rathbones
UK wealth manager Rathbones latest survey shows charities are shifting investments to active...
Women-Powered Business Exit Values Nearly Match Male-Led Firms – JP Morgan
This week, JP Morgan Private Bank celebrated the fifth anniversary of its “Top 200 Women-Powered...
Gulf Region's Wealthy Individuals Fall Short On Succession Action – Lombard Odier
HNW individuals in the Gulf region "talk the talk" about preparing for succession but too few "walk...
Norway Gains Top Spot In Natixis IM Global Retirement Index: Singapore Rises
Paris-headquartered Natixis Investment Managers discusses results from its latest 2025 Global...
UK Investors Wary Of AI-Driven Advice; See Simple Tasks Potential – Survey
Research from Unbiased, a UK AI-enabled financial advice platform, shows that investors still...
UK Financial Institutions Plan More AI investment – Lloyds Bank
UK-based Lloyds Bank has released artificial intelligence-focused findings from its annual...
Guernsey Boosts UK Capital Inflow – Guernsey Finance
The Channel Islands jurisdiction's report about the value such an IFC brings to the UK comes at a...
Swiss Entrepreneurs Frustrated By Banks' Service – Study
At a time when it is sometimes claimed that the universal, one-bank model is the most effective way...
UK Red Tape Hampers Charitable Giving – Rathbones
Complex regulation deters many wealthy families from leaving money to charities in their will,...