News results for Surveys

Surveys
30 November 2022

Singpore, Hong Kong-Based Millennials Still Value Professional Advice – SJP Study

While noting some generational differences, the survey of younger adults in the Asian jurisdictions...

Surveys
28 November 2022

Next Gen HNWIs Favour Islamic, Sustainable Assets – Lombard Odier

Lombard Odier, a global wealth and asset manager with a 50-year legacy in the Middle East of...

Surveys
10 November 2022

Young Australians Expect Inheritance, But Shun Advice – Study

The findings of the survey are a "wakeup call" for the wealth management industry to seriously...

Surveys
9 November 2022

Beyond Investments, Health Remains Top UHNW Concern – Julius Baer Study

Health replaced regulation as a top-three priority last year after the pandemic caused families to...

Surveys
3 November 2022

Asian Investors Find Reasons To Be Optimistic – UBS

A potential recession, and geopolitical risk top the list of concerns, but many see hope on the...

Surveys
28 October 2022

Investors' Risk Appetite Declined In October

The index differs from survey-based measures in that it is based on the actual trades, as opposed...

Surveys
20 October 2022

Asian Investors Concerned Over Transferring Wealth Fairly – UBS Report

Swiss bank UBS released its latest Investor Watch report this week – a survey of 4,500 investors...

Surveys
17 October 2022

Global Financial Assets Up 10.4 Per Cent In 2021 – Allianz

Allianz has released the 13th edition of its Global Wealth Report, which puts the asset and debt...

Surveys
30 September 2022

Investor Confidence Grows In North America, Asia Despite Economic Volatility

Rather than relying on opinion surveys, the State Street measure of confidence tracks what...

Surveys
29 September 2022

Greater Bay Area Affluent Investors Smile On Wealth Connect

The Wealth Management Connect regime was introduced in October 2021. ...

Comment & Analysis results for Surveys

Surveys
29 August 2022

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...

Surveys
4 September 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of...

Surveys
30 June 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

There is much talk in the wealth industry about the importance of talent management but what...