News, Comment & Analysis results for Surveys
Family Offices Warm To Crypto Assets, But Hurdles Frustrate Them – Survey
Although, in many ways, bitcoin has become more mainstream – in terms of the involvement of banks...
Affluent, HNW Singaporeans Lead World In Use Of AI In Finance, Investments
Continuing a series of articles about how clients' use of AI puts advisors under pressure to...
Zurich Ranked Second In Top Ten Most Expensive Cities In 2026, After Singapore – Julius Baer
Swiss private bank Julius Baer has published its Global Wealth and Lifestyle Report 2026, delving...
Allocation To Private Markets To Grow – Wealth Club
Bristol-headquartered Wealth Club, a UK non-advised investment service for high net worth...
Over 55s Reluctant To Discuss Inheritance – Mattioli Woods
At a time when changes to inheritance tax rules are under the spotlight, new research by YouGov for...
Family Offices Take On More Risk In Alternatives – Survey
The survey examines what family offices around the world think of alternative investments and the...
Half Of UK Wealth Managers Can't See Their Clients' Crypto – CoinShares
CoinShares, a Jersey-headquartered global asset manager specialising in digital assets, has...
Technology, Private Markets Loom Large For Financial Institutions – Survey
Emerging technologies such as AI, and the increasing importance of private markets, are two major...
AI Creates Investor Cheer In Turbulent Times – Natixis IM
Paris and Boston-headquartered Natixis Investment Managers released a new survey yesterday...
UHNW Individuals’ AI Use Now Mainstream; Human Collaboration Still Counts
AI is now a must-have tool for wealth managers, reinforcing their need for capital to pay for it. ...