News results for Surveys

Surveys
23 July 2021

Investors Have Inflation Nerves - UBS Global Survey

The study by UBS highlighted a continuing theme that has emerged from wealth managers' views in...

Surveys
25 June 2021

Big Divide Between Advisors', Clients' Return Expectations - Study

The wide gap between clients' and advisors' investment expectations points to a need for a...

Surveys
21 June 2021

Entrepreneurs Mostly Upbeat On UK's Business Future - Lombard Odier

The views of UK entrepreneurs and their role in the future of the UK economy are the focus of a new...

Surveys
17 June 2021

Advisors Seeing Flood Of IHT Queries: Survey

This year's rising property prices and more awareness about tax implications are some of the...

Surveys
3 June 2021

Pandemic Prompts HNW Investors To Embrace Sustainability - UBS

The pandemic has jolted HNW investors into thinking that using their money to support...

Surveys
2 June 2021

More Than A Third Of German Private Banks Led By Women - Report

The percentage of women in leadership roles in private banks has risen since the early 1990s, the...

Surveys
28 May 2021

Investor Mood Brightened In May - State Street

With the exception of Europe, investors' behaviour showed that they were more optimistic about the...

Surveys
21 May 2021

Private Wealth Clients Wake Up To ESG Risks - Study

The pandemic has raised the desires of private investors on two levels, a global Deutsche survey...

Surveys
29 April 2021

Investors Hold Big Cash Piles, Mull Stock Market Move - UBS Survey

The bank polled 2,850 investors globally - including those in the US - about their asset...

Surveys
12 April 2021

Pandemic Hits Some HNW Goods, Services - But Boosts Others - Julius Baer

The collapse of global tourism last year significantly affected the index produced by the Swiss...

Comment & Analysis results for Surveys

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...

Surveys
26 April 2012

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer...

Surveys
30 March 2012

Most Billionaires Are Self-Made, Nearly Half The World's Biggest Fortunes Are Family-Run - Forbes

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