News results for Surveys
Advisors' Clients Fret Over Capital Losses, Inflation – Schroders
Schroders, a European investment manager, this week published its November 2022 UK Financial...
Next Gen HNWIs Favour Islamic, Sustainable Assets – Lombard Odier
Lombard Odier, a global wealth and asset manager with a 50-year legacy in the Middle East of...
Over Half Of UK Adults Want IHT Scrapped Or Cut
With the Chancellor of the Exchequer, Jeremy Hunt, expected to maintain the freeze on the threshold...
Beyond Investments, Health Remains Top UHNW Concern – Julius Baer Study
Health replaced regulation as a top-three priority last year after the pandemic caused families to...
European Investors Optimistic About Outlook – UBS Survey
Inflation, a potential recession, and geopolitical risk top the list of concerns, but many see hope...
Investors' Risk Appetite Declined In October
The index differs from survey-based measures in that it is based on the actual trades, as opposed...
Western European, UAE Investors Face More Wealth Transfer Hurdles Than Swiss Peers
Swiss bank UBS released its latest Investor Watch report this week – a survey of 4,500 investors...
Global Financial Assets Up 10.4 Per Cent In 2021 – Allianz
Allianz has released the 13th edition of its Global Wealth Report, which puts the asset and debt...
Investor Confidence Grows In North America, Asia Despite Economic Volatility
Rather than relying on opinion surveys, the State Street measure of confidence tracks what...
Non-UK Fund Managers Smile On LSE Listing Route – Survey
A study of institutions investing in alternative assets such as private debt, equity,...
Comment & Analysis results for Surveys
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...
European Winners, Losers As Private Jet Registrations Soar
Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...
Family-Owned Businesses Withstand COVID Assaults
Credit Suisse Research Institute has published its latest findings on the resilience of...
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...
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...
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...
EXCLUSIVE: Swiss Private Bank Survey Reveals Wide Quality Differences
A survey of 14 Swiss private banks revealed the calibre of investment advice and consultation...
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...
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...
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...
Award Winners
WealthTalk - Awards Videos
Inaugural WealthBriefingAsia External Asset Management Awards 2022 – Trident Trust
Duration: 1.82m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
WealthTalk - Expert View Videos
WEALTH TALK: Adopting An Endowment Mentality At Cambridge Associates
Duration: 9.60m