News, Comment & Analysis results for Surveys
Fintech Funding Down In EMEA In 2023 – KPMG Report
KPMG has released its Pulse of Fintech report for the first six months of 2023, providing a global...
US And Europe Record Biggest Wealth Declines In 2022 – UBS, Credit Suisse
The fourteenth edition of the Global Wealth Report was launched this week jointly by Swiss private...
High Net Worth Investors Maintain Appetite For Alternatives – Survey
UK private client alternative investment business Connection Capital has surveyed its high net...
US Market Better Positioned Than Europe, China In 2023 – Natixis IM
The Natixis Centre for Investor Insight, a global research initiative focused on issues shaping...
Most UK Advisors Predict No Fee Rises From Consumer Duty
An important new regime that requires advisors and other financial firms to itemise and measure...
Millennials And Gen Z Want Financial Advice – TIME Investments
TIME Investments, which specialises in tax-efficient investment services, has just launched its new...
Low Margins, Regulatory Costs Force Wealth Industry To Transform – Citi
A global study “Disruption and Transformation in Wealth – Future-proofing Service and Operating...
Most Over-55s Haven't Prepared Wealth Transfer Plans – Report
UK wealth manager St James's Place released new research this week looking at what steps people...
Financial Confidence Amongst HNWIs Starting To Improve
The fourth iteration of the Saltus Wealth Index Report has been published, surveying 2,005 UK...
Global Asset, Wealth Managers Embrace Tech To Win
PwC has just released its 2023 Global Asset and Wealth Management Survey, to assess the...