News, Comment & Analysis results for Surveys

21 May 2024

Affluent Asian Parents Look Abroad For Education, Flinch At Cost – HSBC

Banks such as HSBC know that affluent/HNW clients look to them for advice about the financial...

8 May 2024

UK Ageing Trend Produces More "Multi-Retiree" Families – Study

A new study looks at how retirement plans are expected to change. One trend appears clear: retirees...

1 May 2024

Family Offices Diversify Holdings; Cyber Attacks A Worry

The survey by the US banking group found that the average portfolio had a 45 per cent allocation to...

29 April 2024

Energy Prices, Cost-Of-Living Crisis Top Financial Concerns – Handelsbanken Wealth & AM

New research from Handelsbanken Wealth & Asset Management has just been released, looking at UK...

23 April 2024

Children Expected To Be Worse Off In Future – Arbuthnot Latham

Research has just been released as part of the private and commercial bank Arbuthnot Latham’s...

12 April 2024

HNW Individuals Unprepared For Retirement – Arbuthnot Latham

The London-based private and commercial bank, has just released new research looking at retirement...

8 April 2024

Family Offices Expect Higher Fines For Regulatory Breaches – Study

The study, undertaken around the world, examines the views of family offices and senior figures in...

28 March 2024

HNW Investors' Cash Love Affair Creates Dangers – Capital Group

The survey shows that investors could miss out on market opportunities because of their high cash...

26 March 2024

New Research Reveals UK’s Financial Anxieties – Arbuthnot Latham

Less than a third feel able to talk to their bank about money when something big happens in their...

25 March 2024

Younger Generations Want To Retire Earlier – Brown Shipley

UK wealth manager Brown Shipley, a Quintet Private Bank, has just released a new survey focusing on...

Comment & Analysis results for 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...

4 September 2020

Family-Owned Businesses Withstand COVID Assaults

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

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...

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...

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...

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...