News, Comment & Analysis results for Surveys

12 April 2024

HNW Individuals Unprepared For Retirement – Arbuthnot Latham

The London-based private and commercial bank, has just released new research looking at retirement...

8 April 2024

Family Offices Expect Higher Fines For Regulatory Breaches – Study

The study, undertaken around the world, examines the views of family offices and senior figures in...

28 March 2024

HNW Investors' Cash Love Affair Creates Dangers – Capital Group

The survey shows that investors could miss out on market opportunities because of their high cash...

26 March 2024

New Research Reveals UK’s Financial Anxieties – Arbuthnot Latham

Less than a third feel able to talk to their bank about money when something big happens in their...

25 March 2024

Younger Generations Want To Retire Earlier – Brown Shipley

UK wealth manager Brown Shipley, a Quintet Private Bank, has just released a new survey focusing on...

15 March 2024

Global Tech Study Reveals How Financial Firms Grapple With AI, Cybersecurity, Training

The study reflects the attitudes towards digital technology present in sectors including private...

4 March 2024

Advisors, Wealth Managers Fear UK Talent Shortages To Stay Or Worsen

The advisory and wealth industries, under pressure from tech - which encourages more managers to...

1 March 2024

San Francisco Top In Schroders 2024 Global Cities Index, Ahead Of London, Hong Kong

London-headquartered asset manager Schroders this week released its 2024 Global Cities Index. ...

28 February 2024

Malta, Portugal Shine Brightest In Citizenship, Residency Programmes Ranking

The data sheds light on who is top of the tree in the citizenship and residency-by-investment...

27 February 2024

Global Recession Avoided In 2024 – Franklin Templeton Survey

The latest Franklin Templeton Institute Global Investment Management Survey highlights the...

Comment & Analysis results for 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...

4 September 2020

Family-Owned Businesses Withstand COVID Assaults

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

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...

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...

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...

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...