News, Comment & Analysis results for Surveys
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
Families Must Improve Wealth Conversations – Merrill Report
The Merrill Center for Family Wealth has published a report this week on how families communicate
Political Stability Big Concern For Wealthy Families – Study
Swiss private bank Julius Baer has just released its Family Barometer Report 2023, in collaboration
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
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
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
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
Capitalizing On Megatrends Pictet
A new study by Swiss wealth and asset manager Pictet entitled "Megatrending – Opportunities
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
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
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
London Holds Top Spot As Favoured Financial Centre, Asia Cities Catch Up - Survey
The Asia cities have risen sharply in their perceived desirability as financial centres, according
US Still Leads In Wealth, But Wealth Managers Face Challenges
The US is still home to the single largest segment of high net worth individuals in the world,
Wealth Managers Shun Transparency, New Research Claims
Despite much talk of its importance, some of the world’s most important wealth managers are
Expect 10-15 Per Cent Jump In Wealth Management Pay – Russell Reynolds
Compensation in the wealth and asset management industries is expected to rise by up to 10-15 per
Smaller Single Family Offices Struggling - Study
Single family offices with less than $100 million in assets are concerned about their viability,
Private Clients Go for Gold - New Research
Despite an estimated $52.8 billion invested in gold by high net worth and ultra high net worth