Surveys
20 November 2023

High Inflation, Rates Powerful Investment Influence In 2023 – Schroders

Higher interest rates and inflation are creating a new investment landscape. Schroders Global...

Surveys
16 November 2023

Investors Increasingly Worried About Greenwashing – PwC Survey

PwC has just issued its 2023 Global Investor Survey, now in its third consecutive year. ...

Surveys
13 November 2023

Upheavals, New Risks: What Grabs UHNW Families' Attention – Study

The family office examines the non-financial and financial concerns that clients have, ranging from...

Surveys
3 November 2023

Political Stability Big Concern For Wealthy Families – Julius Baer

Swiss private bank Julius Baer has released its Family Barometer Report 2023 this week, in...

Surveys
2 November 2023

Most Investors Comfortable Using AI For Investment Advice – Avaloq

This week, Avaloq, a specialist in digital banking solutions and wealth management technology,...

Surveys
2 November 2023

HNW Individuals Buy Replica Luxury Goods, Fret About Robbery

These stories also shed light on an important role that advisors should take, particularly with...

Surveys
31 October 2023

Many UK Citizens Forced To Postpone Retirement Until They Inherit

The study underscores why advisors must help clients frame expectations about their ability to hit...

Surveys
18 October 2023

Equities Remain Most Popular Asset Class In 2023 – Avaloq

Digital banking and wealth management technology provider Avaloq published results this week of a...

Surveys
11 October 2023

Wealth Managers Unsure Whether Their Software Measures Clients' Risks – Study

Behavioural finance experts Oxford Risk have just released a new study which assesses the tools or...

Surveys
11 October 2023

Most SMEs Struggle To Gain Funding – UK Study

A business that focuses on debt and other forms of capital for SMEs says a survey reveals the...