News, Comment & Analysis results for Surveys
Advisors Worldwide Optimistic About Private Markets
Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private markets.
Demand For Alternative Investments Increasing – Northern Trust
Northern Trust has just released its “Asset Owners in Focus: Global Asset Owner Peer Study 2025,
Private Markets Allocation To Climb In 2025 – Blackstone
New York-headquartered alternative asset manager Blackstone has just released the findings of its
Cyber Attacks Target The World's Family Offices – Study
Family offices are experiencing cyber attacks but a recent Deloitte report says that too few of
Wealth Managers See AI, Private Assets As Growth Drivers – Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.3 trillion assets
Investors Increasing Private Market Allocations – Nuveen
US-based Nuveen, the investment management arm of TIAA, has just released its “Fifth Annual
Women Still Lag Men In Wealth Accumulation – UBS
The bank said women's role in finances is likely to increase with women reporting greater concern
Financial Advisors Warm To Gen AI, Most Reap Immediate Benefits – Survey
Among the findings, only 8 per cent think AI threatens their livelihoods.
Wealthiest Investors Spread The Net To Gain Global Diversification – HSBC
HSBC Global Private Banking has just published a report entitled "Global Wealth Hubs: Drivers of
Wealth Managers Lag Behind Clients' Communications Needs – Survey
A survey conducted around the world suggests that there's a gap between what clients hope to
Comment & Analysis results for Surveys
The Good, The Difficult And The Stable – The View From Headhunters
We talk to wealth management headhunters in North America and other parts of the world about what
Unlocking US Wealth Sector Revenue Potential Amid Tight Margins
This story, accompanied by a video interview of WISE, explores the all-important world of fees and
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