News results for Surveys

Surveys
22 March 2023

Family Businesses See Biggest Growth Increase In 15 Years – PwC Survey

PwC has released its 11th Global Family Business Survey, entitled Transform to Build Trust,...

Surveys
16 March 2023

Most UK Wealthy Investors Hike VCT Exposure – Survey

Wealth Club, a UK-based non-advisory broker of tax-efficient investments such as VCTs, EIS and...

Surveys
9 March 2023

Financial Groups Give Cyber Threats High Priority; Majority Report Breaches – Study

A study based on findings in Europe, Asia and the Americas says that while financial organisations...

Surveys
9 March 2023

Women Investors Are Keener On Real Estate Than Men – UBS

In the week including International Women’s Day, UBS global wealth management’s chief...

Surveys
8 March 2023

Women Less Confident Than Men In Managing Finances – Survey

On International Women's Day 2023, Handelsbanken Wealth & Asset Management released a new report...

Surveys
22 February 2023

London Ranks Third, San Francisco First In Schroders Global Cities Index

Schroders, a UK-based asset manager, released the index this week which aims to rank global cities...

Surveys
17 February 2023

Female Board Membership Up In 2022 – BNP Paribas AM

This week, BNP Paribas Asset Management released the results of its latest global study on female...

Surveys
17 February 2023

US Millionaires Get Itchy Feet – Study

Domestic economic and social woes are encouraging US millionaires to think of leaving, or moving to...

Surveys
14 February 2023

Most Wealthy Britons Don't Discuss Wills With Their Family – Report

Despite the high numbers of wealthy Britons who have not spoken about their inheritance provisions,...

Surveys
2 February 2023

HNW Individuals Fret Over UK Economy

UK wealth manager Saltus has released its third Saltus Wealth Index report this week – a survey...

Comment & Analysis results for Surveys

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...

Surveys
4 September 2020

Family-Owned Businesses Withstand COVID Assaults

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

Surveys
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...

Surveys
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...

Surveys
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...

Surveys
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...