News results for Surveys

Surveys
2 February 2023

HNW Individuals Fret Over UK Economy

UK wealth manager Saltus has released its third Saltus Wealth Index report this week – a survey...

Surveys
1 February 2023

North-South Wealth Divide Deepens – St James’s Place

UK wealth manager St. James’s Place released its latest Financial Health Index this week. The...

Surveys
27 January 2023

Investors Take A Happier Turn In January

The increase in optimism comes after a run of worsening mood around the world, the figures show. ...

Surveys
20 January 2023

Chinese Consumers Eager To Purchase Luxury Goods – KPMG Report

Over 70 per cent of Chinese consumers plan to head overseas once the country’s quarantine policy...

Surveys
12 January 2023

Get Educated To Prepare For Future, Billionaire Families Tell Members – Study

The report from JP Morgan Private Bank looks at the attitudes and priorities for some of the...

Surveys
6 January 2023

Wealth Managers Bullish On Bonds – ARC

Asset Risk Consultants, an international investment consultancy with offices in the UK and the...

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...

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...