News results for Surveys
Advisors Seeing Flood Of IHT Queries: Survey
This year's rising property prices and more awareness about tax implications are some of the...
Pandemic Prompts HNW Investors To Embrace Sustainability - UBS
The pandemic has jolted HNW investors into thinking that using their money to support...
More Than A Third Of German Private Banks Led By Women - Report
The percentage of women in leadership roles in private banks has risen since the early 1990s, the...
Investor Mood Brightened In May - State Street
With the exception of Europe, investors' behaviour showed that they were more optimistic about the...
Private Wealth Clients Wake Up To ESG Risks - Study
The pandemic has raised the desires of private investors on two levels, a global Deutsche survey...
Investors Hold Big Cash Piles, Mull Stock Market Move - UBS Survey
The bank polled 2,850 investors globally - including those in the US - about their asset...
Pandemic Hits Some HNW Goods, Services - But Boosts Others - Julius Baer
The collapse of global tourism last year significantly affected the index produced by the Swiss...
Global Investor Confidence Rose In March, But Asia Lagged - State Street
The index differs from survey-based measures in that it is based on the actual trades, as opposed...
US Economic Freedom Ranking Sags, Hong Hong Removed - Index
Even allowing for any scepticism about the source for such data and what is ranked, wealth managers...
EXCLUSIVE: UK Wealth Industry Resilient Amid COVID-19 - Study
Although one key barometer of client contentment with UK wealth management fell quite notably in...