Polls Archive

What percentage of your clients use their universal life insurance as part of their succession planning/wealth transfer plan?

6 July 2018 @ 9:00 am

What percentage of your clients use their universal life insurance as part of their succession planning/wealth transfer plan?

  • Unsure (22%)
  • 20% to < 40% (22%)
  • Less than 20% (22%)
  • More than 80% (11%)
  • 60% to < 80% (11%)
  • 40% to < 60% (12%)

What percentage of your clients have planned or are currently planning their succession/wealth transfer?

7 May 2018 @ 9:00 am

What percentage of your clients have planned or are currently planning their succession/wealth transfer?

  • 10% to < 20% (43%)
  • Less than 10% (14%)
  • 20% to < 40% (14%)
  • 40% to < 60% (14%)
  • More than 80% (14%)
  • 60% to < 80% (1%)

On a scale of 1-5, how important is guaranteed issuance / no medical underwriting in a retirement planning solution?

4 July 2017 @ 3:43 pm

On a scale of 1-5, how important is guaranteed issuance / no medical underwriting in a retirement planning solution?

  • 3 (40%)
  • 5 (27%)
  • 4 (27%)
  • 1 (7%)
  • 2 (0%)

On a scale of 1-5, how important is annuity payout / income flexibility feature in a retirement planning solution? (1=not important, 5=very important)

5 June 2017 @ 2:09 pm

On a scale of 1-5, how important is annuity payout / income flexibility feature in a retirement planning solution? (1=not important, 5=very important)

  • 5 (58%)
  • 3 (17%)
  • 4 (17%)
  • 2 (8%)
  • 1 (0%)

On a scale of 1-5, how relevant is retirement to your HNW clients? (1=not relevant, 5=highly relevant)

22 May 2017 @ 10:38 am

On a scale of 1-5, how relevant is retirement to your HNW clients? (1=not relevant, 5=highly relevant)

  • 4 (75%)
  • 3 (25%)
  • 2 (0%)
  • 1 (0%)
  • 5 (0%)

Have you ever had a discussion with your client(s) about HNW retirement solutions?

24 April 2017 @ 5:45 pm

Have you ever had a discussion with your client(s) about HNW retirement solutions?

  • Yes (60%)
  • No (40%)

What impact has Indonesia's tax amnesty had on asset flows at your private bank?

21 March 2017 @ 2:43 pm

What impact has Indonesia's tax amnesty had on asset flows at your private bank?

  • A trickle of outflows (52%)
  • Moderate outflows (24%)
  • Indonesia client assets have remained stable (19%)
  • Significant outflows (5%)

Which institution is most likely to acquire CIC's private banking business in Asia, should it decide to sell?

10 February 2017 @ 2:57 pm

Which institution is most likely to acquire CIC's private banking business in Asia, should it decide to sell?

  • VP Bank (17%)
  • DBS (17%)
  • UBP (14%)
  • Bank of Singapore (14%)
  • Other (10%)
  • Indosuez (8%)
  • Julius Baer (7%)
  • LGT (6%)
  • Vontobel (3%)
  • UOB (4%)

Given the global equity rally, how much have equity volumes increased for your clients since the Brexit vote outcome?

31 August 2016 @ 2:21 pm

Given the global equity rally, how much have equity volumes increased for your clients since the Brexit vote outcome?

  • 0-10% increase (31%)
  • No change (27%)
  • Decrease (23%)
  • 11-20% increase (15%)
  • More than 30% increase (4%)
  • 21-30% increase (0%)

What percentage of Asian HNWIs' investable assets will be allocated to private equity in the next 12 months?

15 August 2016 @ 4:32 pm

What percentage of Asian HNWIs' investable assets will be allocated to private equity in the next 12 months?

  • 5-10% (50%)
  • 11-15% (21%)
  • <5% (14%)
  • 21-25% (7%)
  • >25% (7%)
  • 16-20% (1%)

We've reached the midway point of a trying year; so what percentage of your annual target have you met?

18 July 2016 @ 1:36 pm

We've reached the midway point of a trying year; so what percentage of your annual target have you met?

  • > 55% (35%)
  • 16-25% (20%)
  • 36-45% (15%)
  • 26-35% (10%)
  • < 15% (10%)
  • 46-55% (10%)

Which of the following would you invest in over the next 6 months?

13 June 2016 @ 12:55 pm

Which of the following would you invest in over the next 6 months?

  • Discretionary Portfolio Management (38%)
  • Leverage Certificates (Long/Short) (24%)
  • Futures (14%)
  • Delta One Index-Linked Products (14%)
  • OTC (10%)

What tools would enable you to refer more clients for a life insurance policy?

6 June 2016 @ 4:48 pm

What tools would enable you to refer more clients for a life insurance policy?

  • Product information (67%)
  • More flexible products (17%)
  • Financial incentives (16%)

How long will it take for Chinese fintechs to dominate the China private banking space?

23 May 2016 @ 3:21 pm

How long will it take for Chinese fintechs to dominate the China private banking space?

  • Give it five years (54%)
  • It will take upwards of a decade (26%)
  • It will never happen (11%)
  • It will happen this year (9%)

What changes, if any, do you expect for structured products distribution in the next 6 months?

9 May 2016 @ 5:34 pm

What changes, if any, do you expect for structured products distribution in the next 6 months?

  • Keep the same (36%)
  • Decrease distribution (36%)
  • Increase distribution (28%)

To the best of your knowledge, what is the discretionary portfolio management penetration rate at your bank?

3 May 2016 @ 3:31 pm

To the best of your knowledge, what is the discretionary portfolio management penetration rate at your bank?

  • < 5% (37%)
  • 11-20% (30%)
  • 6-10% (26%)
  • > 30% (6%)
  • 21-30% (1%)

What are your clients' most common uses for life insurance in the context of their wealth planning portfolio?

27 April 2016 @ 4:55 pm

What are your clients' most common uses for life insurance in the context of their wealth planning portfolio?

  • Family legacy planning (63%)
  • Succession planning (25%)
  • Other (13%)
  • Investment (0%)

What proportion of your current clients have life insurance policy holdings?

18 April 2016 @ 4:22 pm

What proportion of your current clients have life insurance policy holdings?

  • <5% (51%)
  • 5-10% (29%)
  • >10% (20%)

Which of the following would you recommend your client to increase allocation for in next 6 months?

11 April 2016 @ 5:42 pm

Which of the following would you recommend your client to increase allocation for in next 6 months?

  • Equities (52%)
  • Credits (25%)
  • Commodities (23%)
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