News, Comment & Analysis results for Surveys

November 14, 2023

Survey Highlights Advisors' Urgent Need To Retain NextGen Business

The phenomenon of NextGen clients using advisors other than those of their parents, or not even

November 6, 2023

Families Must Improve Wealth Conversations – Merrill Report

The Merrill Center for Family Wealth has published a report this week on how families communicate

November 3, 2023

Political Stability Big Concern For Wealthy Families – Study

Swiss private bank Julius Baer has just released its Family Barometer Report 2023, in collaboration

October 30, 2023

HNW Investors Use Social Media Channels To Get Advice – Study

Among the more eye-catching findings of the US report is that among those using social media to

October 25, 2023

Financial Planning Gender Gap Continues For Female Business Owners, HNW Individuals – Study

There remains a difference between the financial preparedness and literacy of female business

October 12, 2023

Financial Advice: How To Reach "GenNext" – Study

Although 78 per cent of GenNext don't work with a financial advisor, 41 per cent of them say they

October 5, 2023

US Gets High Marks As Financially “Inclusive” Nation; Singapore Number One – Study

Countries that also host major wealth hubs appear to be highly ranked in a global measure of

September 26, 2023

Capitalizing On Megatrends Pictet

A new study by Swiss wealth and asset manager Pictet entitled "Megatrending – Opportunities

September 19, 2023

Global Study Shows That Most People Plan To Work Beyond Retirement Age

The HSBC Quality of Life Report explored views across nine different markets, revealing that many

September 18, 2023

Family Offices Raise Fixed Income, Private Equity Plays, Go Cautious On Stocks – Study

The survey of family offices around the world by the US private bank examines what they think about

Comment & Analysis results for Surveys

January 27, 2012

Interview: Will We Ever See One Trade Body Speaking For UK Wealth Management?

The wealth management industry in the UK plays an increasingly important role in the domestic

January 18, 2012

Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times

Millionaires in the US feel that their wealth comes with a responsibility to help the country

Industry Surveys
December 20, 2011

Singapore Employers Adopt "Wait-And-See" Approach

The majority of human resources divisions in Singapore are not planning to increase their staffing

December 20, 2011

Taiwan's Rich Prioritize Work And Life Balance - Visa

Industry Surveys
December 14, 2011

Under A Strength And Sustainability Test, World's Top Banks Mostly Fall Short - Sarasin

Banks have made relatively slow progress in making their business models more sustainable in terms

December 7, 2011

Fund Managers Dump Equities, Grow Bond And Cash Allocations

December 4, 2011

Survey Of UHNW Advisors Confirms Eastward March Of Financial Hubs

December 1, 2011

Global Investors Hedge Their Bets With Asia-Pacific Funds

November 3, 2011

Population Of "Deca-Millionaires" Reaches One Million

October 18, 2011

MFO Industry Diverges Into Growth "Haves" And "Have-nots"

The multi-family office world is dividing into a world of “haves” and “have-nots” when it