News, Comment & Analysis results for Surveys

January 17, 2024

Family Offices Become More Reliant On Outsourcers

Ocorian, a provider of services to high net worth individuals, family offices, financial

January 16, 2024

Economic Optimism Doubles In 2024, Business Concerns Rise – PwC CEO Survey

PwC has just launched its 27th Annual Global CEO Survey at The World Economic Forum in Davos,

December 12, 2023

Financial Services Leaders Optimistic About AI – EY

London-headquartered Ernst & Young (EY US) this week released its "2023 Financial Services GenAI

December 12, 2023

Banking CEOs Optimistic About Outlook – KPMG Survey

KPMG has just released its "2023 Banking CEO Outlook," which surveyed 142 banking CEOs from across

December 8, 2023

Families Unprepared To Pass On Wealth – HSBC Report

HSBC Global Private Banking released its Global Entrepreneurial Wealth Report this week. It

November 30, 2023

NextGen Wealth Advisors Are Chilled About AI

A wealthtech firm has surveyed younger advisors and finds that while they are not complacent, they

November 21, 2023

Digital Tech Creates Risk Worry For Firms, But AI Is A Business Opportunity – PwC

The report gets to grips with how firms think about technology, both in terms of risks and

November 20, 2023

High Inflation, Rates Powerful Investment Influence In 2023 – Schroders

Higher interest rates and inflation are creating a new investment landscape. Schroders Global

November 16, 2023

Investors Increasingly Worried About Greenwashing – PwC Survey

PwC has just issued its 2023 Global Investor Survey, now in its third consecutive year.

November 15, 2023

Investors Fret About 2024 US Presidential Election

Janus Henderson Investors has released the findings of its Investor Survey entitled “Insights

Comment & Analysis results for Surveys

December 2, 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
September 30, 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
July 1, 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
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

September 26, 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

April 26, 2012

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer

March 30, 2012

Most Billionaires Are Self-Made, Nearly Half The World's Biggest Fortunes Are Family-Run - Forbes

March 14, 2012

Asian Cities Are World’s Strongest Economically - Report

Industry Surveys
March 12, 2012

Asia-Pac Executive Salary Increase Is Double Global Peers - Mercer

Base pay of executive salaries in Asia-Pacific will increase by an average 5 per cent this year,

March 9, 2012

China Overtakes The US In Demand For Luxury Timepieces - Study