Surveys & Research

Greenwashing fears are inhibiting environmental, social and governance (ESG) investments, according to data from investor services group IQ-EQ.

More than half (52 percent) of UK high net worth individuals (HNWIs) have been victims of crime in the last 12 months, according to research by specialist insurer Ecclesiastical.

More than one in 10 people who had retired have gone back to work with a combination of the cost-of-living crisis and a desire for a new challenge the main reasons for returning, according to research from Investec Wealth & Investment.

Over two-thirds of wealthy investors intend to invest more into tax efficient investments, such as Venture Capital Trusts (VCTs), the Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS), according to a survey from HNW investment platform Wealth Club.

Next best action technologies have delivered benefits for wealth managers such as reducing their time spent on meeting prep by 40 percent and improving productivity, according to fintech ForwardLane.

Almost half (43 percent) of UK retail investors would choose a “carbon neutral” share class version of a fund if it was available to them, according to research my Kana Earth, a UK nature carbon directory which lists over 1,700 carbon offsetting projects.

Investment professionals are calling for increased diversity and inclusion efforts across the workplace, according to a survey from CFA Society of the UK (CFA UK).

Women are less prepared in their succession planning than men but more oriented towards philanthropic giving, according to a report from wealth manager UBS.

Young UK entrepreneurs are more keen to sell their business than their older peers, according to a new survey by Brown Shipley - a Quintet private bank. 

Clarity AI, a sustainability technology platform that uses machine learning and big data, have performed an analysis to uncover whether organisations with greater female board representation also have a greater number of women employees and a smaller pay gap.