News, Comment & Analysis results for Surveys

September 18, 2023

Sustainable Investment Dips Globally In 2023, But Still High – Survey

FTSE Russell, a global index provider, has published the results of its 2023 global asset owner

September 14, 2023

Study Finds Young Investors Seek Financial Guidance On Charitable Planning

US-based Fidelity Charitable, an independent public charity and grantmaker, has just released a

August 18, 2023

US Firms Boost Mental Health Benefits To Retain Talent – Goldman Sachs Ayco Report

The findings were released last week from the annual Goldman Sachs Ayco 2023 Benefits &

August 16, 2023

Fintech Funding Up In The Americas In 2023 – KPMG Report

KPMG has just released its Pulse of Fintech report for the first six months of 2023, providing a

August 15, 2023

US And Europe Record Biggest Wealth Declines In 2022 – UBS, Credit Suisse

The fourteenth edition of the Global Wealth Report was launched this week jointly by Swiss private

July 26, 2023

US Market Better Positioned Than Europe, China – Natixis IM

The Natixis Center for Investor Insight, a global research initiative focused on issues shaping

July 25, 2023

Retiree Clients Find It Hard To Manage After Work Ends – Study

Although most retiree clients of wealth managers chose to stop working, a large chunk of them did

July 21, 2023

US Business Owners Critically Lag In Preparing For A Sale – UBS Study

The latest UBS Investor Watch released this week gives insights from a cross-section of US-based

July 20, 2023

Low Margins, Regulatory Costs Force Wealth Industry To Transform – Citi

A global study "Disruption and Transformation in Wealth – Future-proofing Service and Operating

July 10, 2023

Global Asset, Wealth Managers Embrace Tech To Win Business

PwC has just released its 2023 Global Asset and Wealth Management Survey. The report assesses the

Comment & Analysis results for Surveys

September 27, 2011

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

Industry Surveys
September 8, 2011

Back To School: A Roundup Of Wealth Management Courses Around The World

Here is a re-issue of a roundup of courses in wealth management around the

June 23, 2011

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,

May 18, 2011

Wealth Managers Shun Transparency, New Research Claims

Despite much talk of its importance, some of the world’s most important wealth managers are

November 12, 2010

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

May 18, 2010

Smaller Single Family Offices Struggling - Study

Single family offices with less than $100 million in assets are concerned about their viability,

October 30, 2007

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