News, Comment & Analysis results for Surveys
Advisors Accountable For Investment Governance Despite Outsourcing – Raymond James
New Raymond James research finds financial advisors shoulder responsibility for client outcomes,...
Succession Planning Priority For UHNW Families – Julius Baer Barometer
This year’s Julius Baer Family Barometer Report examines the priorities and challenges facing...
Family Offices Say Rates, Bond Yields Greatest Growth Risk – Deutsche Bank
The German bank polled family offices and HNW people in the Asian city-state earlier in October...
Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan
The private banking arm of the US group surveyed 125 of what it called international family offices...
Europeans Don’t Explain Private Market Offerings Clearly; Swiss Banks Outperform
A study of 30 UK and other European wealth managers and private banks finds that most have built...
Confidence Down Amongst UK Wealthy, Driven By Fears Over Tax, Wealth Policies – Saltus Wealth Index
Confidence among UK high net worth individuals (HNWIs) has fallen further over the last six months,...
Growing Demand For Private Markets Amongst Wealthy – Barclays Private Bank
Private markets participation among wealthy investors surveyed has risen over the past year, even...
Advised Investors Far More Confident On Retirement – Amundi Study
A 26-country survey undertaken by the France-headquartered asset management house found that half...
What Does Living Until 100 Mean For Finances? – RBC WM Survey
On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...
Wealthy Entrepreneurs Plan $367 Billion AI Spend – HSBC Survey
Most high net worth business owners plan to increase AI investment over the next year; as a result...
Comment & Analysis results for Surveys
Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife
As part of a series examining the work of life insurers for affluent and HNW clients in Singapore,...
Asia Has Less Envy And More People Striving For Wealth
Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...