News, Comment & Analysis results for Surveys
Succession Planning Priority For UHNW Families – Julius Baer Barometer
This year’s Julius Baer Family Barometer Report examines the priorities and challenges facing...
Family Offices Say Rates, Bond Yields Greatest Growth Risk – Deutsche Bank
The German bank polled family offices and HNW people in the Asian city-state earlier in October...
Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife
As part of a series examining the work of life insurers for affluent and HNW clients in Singapore,...
Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan
The private banking arm of the US group surveyed 125 of what it called international family offices...
Europeans Don’t Explain Private Market Offerings Clearly; Swiss Banks Outperform
A study of 30 UK and other European wealth managers and private banks finds that most have built...
Confidence Down Amongst UK Wealthy, Driven By Fears Over Tax, Wealth Policies – Saltus Wealth Index
Confidence among UK high net worth individuals (HNWIs) has fallen further over the last six months,...
Growing Demand For Private Markets Amongst Wealthy – Barclays Private Bank
Private markets participation among wealthy investors surveyed has risen over the past year, even...
Advised Investors Far More Confident On Retirement – Amundi Study
A 26-country survey undertaken by the France-headquartered asset management house found that half...
What Does Living Until 100 Mean For Finances? – RBC WM Survey
On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...
Wealthy Entrepreneurs Plan $367 Billion AI Spend – HSBC Survey
Most high net worth business owners plan to increase AI investment over the next year; as a result...