News results for Surveys

January 27, 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.

January 23, 2023

New Report Shows Big Industry Global Gender Pay Gap

Law firm, Mourant, a professional services business with over 60 years of experience in the

January 11, 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

January 2, 2023

Global Investor Sentiment Ended 2022 On A Cautious Note

Perhaps unsurprisingly given worries about a recession, inflationary pressures and China's rising

December 16, 2022

Economic Woes Haven't Yet Dented Wealthy Americans' Spending Aims – Study

The wealth management group polled 200 hundred high net worth and ultra-HNW US citizens about their

December 9, 2022

Falling Markets Cut Ranks Of World's Billionaires – UBS Study

Inevitably, the falls in equity and other markets during 2022 hit the number of billionaires

November 2, 2022

US Investors Least Optimistic About Outlook – UBS Survey

Inflation and a potential recession top the list of concerns, but many see hope on the horizon as

October 28, 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

October 21, 2022

Alternative Investments Up 8 Per Cent In 2022 – Broadridge Survey

A bi-annual survey of 400 financial advisors was released this week by New York-listed fintech firm

October 17, 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

Comment & Analysis results for Surveys

September 15, 2022

Millennials' Financial Habits Revealed – And Why They Need Advice

A study by Ameriprise Financial found that Millennials are more likely to transfer money to charity

June 30, 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

Industry Surveys
May 1, 2020

Super-Rich Are Increasingly Under Attack Amid Coronavirus Crisis

What should ultra-high net worth individuals think and how should they act if coronavirus-driven

April 7, 2020

COVID-19 Hammers Billionaires, Some Escape Downdraft – Report

The market slump has wiped hundreds of billions from the portfolios of the world's richest men and

Industry Surveys
May 28, 2015

Implications For Advisors On How The Wealthy Define A Life “Well-Lived” - Study

US Trust has today unveiled the findings of its 2015 Insights on Wealth and Worth report, which

Industry Surveys
December 8, 2014

Younger UHNW Investors Are Less Loyal, Have Higher Expectations Of Advisors - Research

Younger ultra high net worth investors are less likely to stick with their advisor in the long term

Industry Surveys
July 28, 2014

INTERVIEW: Survey Of Wealth Management Brand Status Shows Clients Favor Boutique Money Managers

Wealthy clients consider expertise, trustworthiness and generosity as critical elements in building

Industry Surveys
March 27, 2014

Advisor Characteristics Vs Digital Delivery: Which Is Most Important To The Future-Wealthy?

The future-wealthy - those “at the front of a global charge up the wealth curve” - place less

January 17, 2014

Emerging Millionaires: An Opportunity For Advisors - But Expect A Change In Demographics - Survey

An alarming 77 per cent of those on the cusp of entering millionaire territory don’t have a

Industry Surveys
June 25, 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