News results for Surveys

4 October 2023

Investors Embrace Financial Advice As Appetite For Income, Risk Rises

The research – perhaps unsurprisingly – suggests that in tougher financial conditions, wealthy...

29 September 2023

Engagement With MENA Region Women Must Improve – UBS

A new report by Swiss private bank UBS, in collaboration with Women in Business Arabia, explores...

28 September 2023

Cost-Of-Living Crisis Increases Financial Secrecy Among Families – M&G Wealth Report

At a time when financial pressures are increasing, a new report by M&G Wealth shows that a growing...

26 September 2023

How To Capitalise On "Megatrends" – Pictet Study

A new study by Swiss wealth and asset manager Pictet entitled "Megatrending – Opportunities...

22 September 2023

Accountants, Financial Advisors Concerned About Clients’ Ability To Pay Tax Bills – Study

The economy and its impact on companies is cited as the main reason for tax payment difficulties,...

20 September 2023

Norway Top In Natixis IM Global Retirement Index 2023

The index incorporates a variety of factors essential for people to retire well in terms of quality...

19 September 2023

Global Study Shows That Most People Plan To Work Beyond Retirement Age

The HSBC Quality of Life Report explored views across nine different markets, revealing that many...

18 September 2023

Family Offices Raise Fixed Income, Private Equity Plays, Go Cautious On Stocks – Study

The survey of family offices around the world by the US private bank examines what they think about...

18 September 2023

Sustainable Investment Dips Globally In 2023, But Still High – Survey

FTSE Russell, a global index provider, has published the results of its 2023 global asset owner...

6 September 2023

Survey Shows How Crypto Millionaires Are A Major Wealth Force

A report spells out how many people have become HNW individuals from trading in cryptocurrencies...

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...