News results for Surveys

Surveys
1 December 2022

Advisors' Clients Fret Over Capital Losses, Inflation – Schroders

Schroders, a European investment manager, this week published its November 2022 UK Financial...

Surveys
28 November 2022

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...

Surveys
10 November 2022

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...

Surveys
9 November 2022

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...

Surveys
2 November 2022

European Investors Optimistic About Outlook – UBS Survey

Inflation, a potential recession, and geopolitical risk top the list of concerns, but many see hope...

Surveys
28 October 2022

Investors' Risk Appetite Declined In October

The index differs from survey-based measures in that it is based on the actual trades, as opposed...

Surveys
20 October 2022

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...

Surveys
17 October 2022

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...

Surveys
30 September 2022

Investor Confidence Grows In North America, Asia Despite Economic Volatility

Rather than relying on opinion surveys, the State Street measure of confidence tracks what...

Surveys
29 September 2022

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

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...