News, Comment & Analysis results for Surveys
Private Debt In Luxembourg Expands; EU Regulations Could Constrain Growth – KPMG/ALFI
A study issued this week via the funds industry of Luxembourg and KPMG, showed that the market for...
Wealth Managers Flag Data Quality Concerns About Corporate Bonds
An annual report examines the quality – or lack of it – of corporate bond data: a serious...
Half Of UK Adults More Uncertain About Future – St James’s Place
A new study by UK wealth manager St James’s Place shows that half of UK adults are gripped by a...
IFAs Say Portfolio Management Load Costs New Business – Rathbones
A new study by Rathbones shows that IFAs think their profession is best served by focusing on...
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...