News results for Surveys

17 June 2021

Advisors Seeing Flood Of IHT Queries: Survey

This year's rising property prices and more awareness about tax implications are some of the...

3 June 2021

Pandemic Prompts HNW Investors To Embrace Sustainability - UBS

The pandemic has jolted HNW investors into thinking that using their money to support...

2 June 2021

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...

28 May 2021

Investor Mood Brightened In May - State Street

With the exception of Europe, investors' behaviour showed that they were more optimistic about the...

21 May 2021

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...

29 April 2021

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...

12 April 2021

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...

6 April 2021

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...

8 March 2021

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...

3 March 2021

EXCLUSIVE: UK Wealth Industry Resilient Amid COVID-19 - Study

Although one key barometer of client contentment with UK wealth management fell quite notably in...

Comment & Analysis results for Surveys