{"id":28297,"date":"2022-08-01T02:37:22","date_gmt":"2022-08-01T02:37:22","guid":{"rendered":"https:\/\/savanta.com\/copy-of-travel\/"},"modified":"2023-03-03T17:31:50","modified_gmt":"2023-03-03T17:31:50","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/savanta.com\/eu\/industries\/wealth-management\/","title":{"rendered":"Wealth management"},"content":{"rendered":"<div id=\"pl-28297\"  class=\"panel-layout\" ><div id=\"pg-28297-0\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-28297-0-0\"  class=\"panel-grid-cell\" ><div id=\"panel-28297-0-0-0\" class=\"so-panel widget widget_one-page-navigation-widget panel-first-child\" data-index=\"0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-one-page-navigation-widget so-widget-one-page-navigation-widget-default-d75171398898-28297\"\n\t\t\t\n\t\t>\r\n  <div class=\"wrapper-vid-img \">\r\n         <div class=\"scroll-video \">\r\n            \r\n            <div class=\"video-wrap\">\r\n           \r\n\r\n                <video class=\"video\" autoplay muted playsinline  src=\"https:\/\/savanta.com\/wp-content\/uploads\/2022\/09\/Wealth-Management.mp4\">\r\n                    <source src=\"video\/video.mp4\" type=\"video\/mp4\"><\/source>\r\n                    <source src=\"video\/video.webm\" type=\"video\/webm\"><\/source>\r\n                    <source src=\"video\/video.mov\" type=\"video\/mov\"><\/source>\r\n                <\/video>\r\n\r\n\r\n            <\/div>\r\n         \r\n             <button class=\"button-down-arrow\" >\r\n                <span class=\"txt-down\">Scroll<\/span>\r\n                <span class=\"txt-arrow\"><\/span>\r\n            <\/button>\r\n        <\/div>\r\n\r\n        \r\n           \r\n               <div class=\"cb-nav-bar-wrap\">\r\n        <nav class=\"cb-nav-bar\">\r\n            <div class=\"container\">\r\n                <ul>\r\n                                            \r\n\r\n                    <li class=\"active \" role=\"tab\" aria-selected=\"false\">\r\n                           \r\n                        <a href=\"#overview\">Our approach<\/a>\r\n                        \r\n                    <\/li>\r\n                                             \r\n\r\n                    <li class=\"\" role=\"tab\" aria-selected=\"false\">\r\n                           \r\n                        <a href=\"#help\">How we help<\/a>\r\n                        \r\n                    <\/li>\r\n                                             \r\n\r\n                    <li class=\"\" role=\"tab\" aria-selected=\"false\">\r\n                           \r\n                        <a href=\"#case-studies\">Case studies<\/a>\r\n                        \r\n                    <\/li>\r\n                                             \r\n\r\n                    <li class=\"\" role=\"tab\" aria-selected=\"false\">\r\n                           \r\n                        <a href=\"#reports\">Reports<\/a>\r\n                        \r\n                    <\/li>\r\n                                         \r\n                <\/ul>\r\n            <\/div>\r\n        <\/nav>\r\n        <\/div>\r\n    \r\n \r\n    <\/div>\r\n<\/div><\/div><div id=\"panel-28297-0-0-1\" class=\"so-panel widget widget_top-image-with-right-content-widget\" data-index=\"1\" ><div id=\"overview\" class=\"panel-widget-style panel-widget-style-for-28297-0-0-1\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-top-image-with-right-content-widget so-widget-top-image-with-right-content-widget-default-d75171398898-28297\"\n\t\t\t\n\t\t><section class=\"overview sec-space-90\">\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"col-lg-4 offset-lg-1 col-md-4\">\n                        <div class=\"overview-avtar\" data-aos=\"fade-up\">\n                            <figure class=\"bg-cover\">\n                                <div class=\"bg\"                                     style=\"background-image: url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/David-768x768.png);\"  >\n                                    <img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/themes\/savanta\/resources\/images\/dot-black.svg\" alt=\"David Barks. Senior Director Wealth Financial Services\">\n                                <\/div>\n                            <\/figure>\n                        <\/div>\n                                                <div class=\"auhor-wrap\" data-aos=\"fade-up\">\n                                                        <strong>David Barks<\/strong>\n                                                                                     <span>Senior Director<\/span>\n                                                                                    <a href=\"\/contact-us\/\" class=\"btn-simple-arrow\">Get in touch<\/a>\n                                                <\/div>\n                                        <\/div>\n                                        <div class=\"col-lg-7 col-md-8 overview-details\">\n                        <p>Wealth management and private banking organisations need knowledge to make better decisions about brands, services, and propositions. Without this, how can you gain that elusive edge? Capture market share? Excel in this highly competitive sector?<\/p>\n<p>For years we\u2019ve supported the world\u2019s leading wealth and investment managers and private banks. Access, engage, and understand your clients and prospects by working with our high net worth (HNWI) specialist team:<\/p>\n<ul>\n<li>Find the truly affluent and HNWI wherever they are in the world.<\/li>\n<li>Credibly engage with your clients and prospects through research that enhances your brand<\/li>\n<li>Access our deep knowledge to ensure surveys and recommendations use market and competitive context.<\/li>\n<\/ul>\n<p>The sector expertise we bring to our wealth management research will help you gain a deeper understanding of how HNWI, high income earners and affluent audiences act, feel, think, and prioritise.<\/p>\n                    <\/div>\n                                <\/div>\n            <\/div>\n        <\/section>\n        \n<\/div><\/div><\/div><div id=\"panel-28297-0-0-2\" class=\"so-panel widget widget_research-benefits-widget\" data-index=\"2\" ><div id=\"help\" class=\"panel-widget-style panel-widget-style-for-28297-0-0-2\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-research-benefits-widget so-widget-research-benefits-widget-default-d75171398898-28297\"\n\t\t\t\n\t\t><section class=\"research-benefits sec-space-90\">\r\n\t<div class=\"container\">\r\n\t\t<div class=\"row heading-row\">\r\n\t\t\t<div class=\"col-lg-6\">\r\n\t\t\t\t<h2 data-aos=\"fade-up\">How we help<\/h2>\r\n\t\t\t\t<p data-aos=\"fade-up\"><\/p>\r\n\t\t\t<\/div>\r\n\t\t<\/div>\r\n\t\t<div class=\"row benefits-row\">\r\n\t\t                \t\t\t<div class=\"col-lg-4 benefit-item\" data-aos=\"fade-up\">\r\n\t\t\t\t<div class=\"benefit-icon\">\r\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/Market-understanding.svg\" alt=\"\" \/>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t<h3 class=\"h5\">Audience understanding and segmentation<\/h3>\r\n\t\t\t    \t\t\t    \t\t\t\t<p>Who is your target market, how do they invest and bank, what segments best fit your offer, and how can you access and market to them? We\u2019ll unearth a wealth of insights that you can act on.<\/p>\r\n\t\t\t                       \t\t\t<\/div>\r\n\t\t   \t\t\t<div class=\"col-lg-4 benefit-item\" data-aos=\"fade-up\">\r\n\t\t\t\t<div class=\"benefit-icon\">\r\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/Market-understanding.svg\" alt=\"\" \/>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t<h3 class=\"h5\">Brand and reputation performance<\/h3>\r\n\t\t\t    \t\t\t    \t\t\t\t<p>Measure the success of your marketing through the brand funnel of awareness, sentiment, reputation, associations, and consideration. Assess\u2026 adapt\u2026 achieve.<\/p>\r\n\t\t\t                       \t\t\t<\/div>\r\n\t\t   \t\t\t<div class=\"col-lg-4 benefit-item\" data-aos=\"fade-up\">\r\n\t\t\t\t<div class=\"benefit-icon\">\r\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/Market-understanding.svg\" alt=\"\" \/>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t<h3 class=\"h5\">Client retention and NPS<\/h3>\r\n\t\t\t    \t\t\t    \t\t\t\t<p>Measure key client KPIs and understand how to improve your share of wallet.<\/p>\r\n\t\t\t                       \t\t\t<\/div>\r\n\t\t   \t\t\t<div class=\"col-lg-4 benefit-item\" data-aos=\"fade-up\">\r\n\t\t\t\t<div class=\"benefit-icon\">\r\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/Market-understanding.svg\" alt=\"\" \/>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t<h3 class=\"h5\">Market intelligence <\/h3>\r\n\t\t\t    \t\t\t    \t\t\t\t<p>Investor sentiment, market trends, product use and penetration, and channel trends \u2013 in other words, the kind of understanding needed to accelerate your market position.<\/p>\r\n\t\t\t                       \t\t\t<\/div>\r\n\t\t   \t\t\t<div class=\"col-lg-4 benefit-item\" data-aos=\"fade-up\">\r\n\t\t\t\t<div class=\"benefit-icon\">\r\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/Market-understanding.svg\" alt=\"\" \/>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t<h3 class=\"h5\">Proposition development<\/h3>\r\n\t\t\t    \t\t\t    \t\t\t\t<p>Fine-tune your propositions by testing and developing your brand, service, and product enhancements such as digital UX, advice pricing, or credit card features.<\/p>\r\n\t\t\t                       \t\t\t<\/div>\r\n\t\t   \t\t<\/div>\r\n\t<\/div>\r\n<\/section>\r\n        \r\n<\/div><\/div><\/div>           \n         \n        <section class=\"case-study-widget sec-space-90 is-visible\" id=\"case-studies\">\n            <div class=\"container\">\n                            <div class=\"title-wrap\">\n                    <h2 data-aos=\"fade-up\">Case studies<\/h2>\n                                        <a href=\"\/case-studies\/\" class=\"btn btn-arrow btn-white\" data-aos=\"fade-up\">View all <\/a>\n                                  <\/div>\n              \n                                <div class=\"case-study-slider\"  >\n                    <div class=\"swiper-wrapper\">\n                             <!-- single slide -->\n                         <div class=\"swiper-slide\">\n\n                            <div class=\"single-item\">\n                                <div class=\"item-left\">\n                                    <div class=\"item-wrap\">\n\n                                        <h2 data-swiper-parallax-y=\"-50\" data-swiper-parallax-duration=\"500\"\n                                        data-swiper-parallax-opacity=\"0\"> A wealth of insights<strong>Boosting advertising effectiveness<\/strong> <\/h2>\n                                    <p data-swiper-parallax-y=\"-20\" data-swiper-parallax-duration=\"700\"\n                                        data-swiper-parallax-opacity=\"0\"><\/p>\n                                    <a href=\"https:\/\/savanta.com\/eu\/case-studies\/a-wealth-of-insights\/\" class=\"btn btn-arrow btn-white\" data-swiper-parallax-y=\"-30\"\n                                        data-swiper-parallax-duration=\"1000\" data-swiper-parallax-opacity=\"0\">\n                                        Learn More <\/a>\n                                    <\/div>\n                                <\/div>\n                                                                <div class=\"item-right\">\n                                    <figure data-swiper-parallax-x=\"-150\" data-swiper-parallax-duration=\"1000\">\n                                                                               \n                                        <img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/07\/Brand-Affinity-Wealth-isolate-2.0-e1664208051369.png.webp\" alt=\"\" >\n                                    <\/figure>\n\n                                    <div class=\"animate-img\">\n                                    <svg version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\n                                            xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" x=\"0px\" y=\"0px\" width=\"180px\"\n                                            height=\"180px\" viewBox=\"0 0 90 90\" xml:space=\"preserve\">\n                                            <circle class=\"circle\" cx=\"45\" cy=\"45\" r=\"36\" fill=\"transparent\"\n                                                stroke=\"black\" stroke-width=\"9\"><\/circle>\n                                            <circle class=\"another-circle\" transform=\"rotate(-90 45 45)\" cx=\"45\" cy=\"45\"\n                                                r=\"36\" fill=\"transparent\" stroke=\"black\" stroke-width=\"9\"><\/circle>\n\n                                        <\/svg>\n                                    <\/div>\n                                <\/div>\n                           \n                            <\/div>\n                        <\/div>\n                        <!-- single slide -->\n                         <!-- single slide -->\n                         <div class=\"swiper-slide\">\n\n                            <div class=\"single-item\">\n                                <div class=\"item-left\">\n                                    <div class=\"item-wrap\">\n\n                                        <h2 data-swiper-parallax-y=\"-50\" data-swiper-parallax-duration=\"500\"\n                                        data-swiper-parallax-opacity=\"0\"> Moneycorp<strong>Ready for change<\/strong> <\/h2>\n                                    <p data-swiper-parallax-y=\"-20\" data-swiper-parallax-duration=\"700\"\n                                        data-swiper-parallax-opacity=\"0\"><\/p>\n                                    <a href=\"https:\/\/savanta.com\/eu\/case-studies\/moneycorp\/\" class=\"btn btn-arrow btn-white\" data-swiper-parallax-y=\"-30\"\n                                        data-swiper-parallax-duration=\"1000\" data-swiper-parallax-opacity=\"0\">\n                                        Learn More <\/a>\n                                    <\/div>\n                                <\/div>\n                                                                <div class=\"item-right\">\n                                    <figure data-swiper-parallax-x=\"-150\" data-swiper-parallax-duration=\"1000\">\n                                                                               \n                                        <img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2019\/09\/Moneycorp-isolate-2-e1664206718926.png.webp\" alt=\"\" >\n                                    <\/figure>\n\n                                    <div class=\"animate-img\">\n                                    <svg version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\n                                            xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" x=\"0px\" y=\"0px\" width=\"180px\"\n                                            height=\"180px\" viewBox=\"0 0 90 90\" xml:space=\"preserve\">\n                                            <circle class=\"circle\" cx=\"45\" cy=\"45\" r=\"36\" fill=\"transparent\"\n                                                stroke=\"black\" stroke-width=\"9\"><\/circle>\n                                            <circle class=\"another-circle\" transform=\"rotate(-90 45 45)\" cx=\"45\" cy=\"45\"\n                                                r=\"36\" fill=\"transparent\" stroke=\"black\" stroke-width=\"9\"><\/circle>\n\n                                        <\/svg>\n                                    <\/div>\n                                <\/div>\n                           \n                            <\/div>\n                        <\/div>\n                        <!-- single slide -->\n                         <!-- single slide -->\n                         <div class=\"swiper-slide\">\n\n                            <div class=\"single-item\">\n                                <div class=\"item-left\">\n                                    <div class=\"item-wrap\">\n\n                                        <h2 data-swiper-parallax-y=\"-50\" data-swiper-parallax-duration=\"500\"\n                                        data-swiper-parallax-opacity=\"0\"> Wealth Manager<strong>Investment management<\/strong> <\/h2>\n                                    <p data-swiper-parallax-y=\"-20\" data-swiper-parallax-duration=\"700\"\n                                        data-swiper-parallax-opacity=\"0\"><\/p>\n                                    <a href=\"https:\/\/savanta.com\/eu\/case-studies\/wealth-manager\/\" class=\"btn btn-arrow btn-white\" data-swiper-parallax-y=\"-30\"\n                                        data-swiper-parallax-duration=\"1000\" data-swiper-parallax-opacity=\"0\">\n                                        Learn More <\/a>\n                                    <\/div>\n                                <\/div>\n                                                                <div class=\"item-right\">\n                                    <figure data-swiper-parallax-x=\"-150\" data-swiper-parallax-duration=\"1000\">\n                                                                               \n                                        <img decoding=\"async\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/07\/Wealth-Manager-isolated-2-e1664207145615.png.webp\" alt=\"\" >\n                                    <\/figure>\n\n                                    <div class=\"animate-img\">\n                                    <svg version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\n                                            xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" x=\"0px\" y=\"0px\" width=\"180px\"\n                                            height=\"180px\" viewBox=\"0 0 90 90\" xml:space=\"preserve\">\n                                            <circle class=\"circle\" cx=\"45\" cy=\"45\" r=\"36\" fill=\"transparent\"\n                                                stroke=\"black\" stroke-width=\"9\"><\/circle>\n                                            <circle class=\"another-circle\" transform=\"rotate(-90 45 45)\" cx=\"45\" cy=\"45\"\n                                                r=\"36\" fill=\"transparent\" stroke=\"black\" stroke-width=\"9\"><\/circle>\n\n                                        <\/svg>\n                                    <\/div>\n                                <\/div>\n                           \n                            <\/div>\n                        <\/div>\n                        <!-- single slide -->\n                      \n                    <\/div>\n\n                <\/div>\n                            <div class=\"arrow-custom\">\n                    <div class=\"swiper-button-prev\"><\/div>\n                    <div class=\"swiper-button-next\"><\/div>\n                <\/div>\n            <\/div>\n        <\/section>\n  \n\n         <div id=\"panel-28297-0-0-4\" class=\"so-panel widget widget_quotes-widget\" data-index=\"4\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-quotes-widget so-widget-quotes-widget-default-d75171398898-28297\"\n\t\t\t\n\t\t>\r\n<div class=\"testimonial-quote sec-space-90\" id=\"3\" data-aos=\"fade-up\">\r\n            <div class=\"container\">\r\n                <div class=\"testimonial-slider swiper\"  >\r\n                    <div class=\"swiper-wrapper\">\r\n                                                 <!-- Single item -->\r\n                        <div class=\"swiper-slide\">\r\n                            <div class=\"single-item\" >\r\n                                                                <div class=\"h4\">\r\n                                   <p>\"Everyone from their team, from top to bottom, were truly impressive in their research expertise, commitment to the project, focus on actionable insights, and their ability to really act as business partners - not just conducting a study for you, but really helping you deliver on the project that the study is supposed to inform. In addition, they also don't just do as you say - they really do challenge you if they think something in your brief isn't quite right.\u201d<\/p>\n                                <\/div>\r\n                                                                                         <div class=\"single-meta\">\r\n                                                                        <strong> British Auction House<\/strong>\r\n                                                                                                      <\/div>\r\n                                                        <\/div>\r\n                        <\/div>\r\n                                                <!-- Single item -->\r\n                        <div class=\"swiper-slide\">\r\n                            <div class=\"single-item\" >\r\n                                                                <div class=\"h4\">\r\n                                   <p>\u201cYou guys (the whole team) are brilliant \u2013 very responsive, very helpful and so delivery-focused. It\u2019s a real pleasure working with you.\u201d<\/p>\n                                <\/div>\r\n                                                                                         <div class=\"single-meta\">\r\n                                                                        <strong> Coutts<\/strong>\r\n                                                                                                          <em>Client Intelligence Director<\/em>\r\n                                                                     <\/div>\r\n                                                        <\/div>\r\n                        <\/div>\r\n                                                <!-- Single item -->\r\n                        <div class=\"swiper-slide\">\r\n                            <div class=\"single-item\" >\r\n                                                                <div class=\"h4\">\r\n                                   <p>\"They very transparent financially - they are happy to price out different options\/approaches and will be very honest about what the pros and cons are. In our case they actually advised against a more expensive option as they felt we could get similar insights from a different less expensive approach. Last but not least, they are very, very, focused on providing quality research.\"<\/p>\n                                <\/div>\r\n                                                                                         <div class=\"single-meta\">\r\n                                                                                                           <em>British Auction House<\/em>\r\n                                                                     <\/div>\r\n                                                        <\/div>\r\n                        <\/div>\r\n                                                <!-- Single item -->\r\n                        \r\n                    <\/div>\r\n                    <div class=\"testimonial-arrows\">\r\n                        <div class=\"swiper-button-prev\"><\/div>\r\n                        <div class=\"swiper-button-next\"><\/div>\r\n                    <\/div>\r\n                <\/div>\r\n            <\/div>\r\n        <\/div>\r\n\r\n  \r\n<\/div><\/div><div id=\"panel-28297-0-0-5\" class=\"so-panel widget widget_book-demo-widget\" data-index=\"5\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-book-demo-widget so-widget-book-demo-widget-default-d75171398898-28297\"\n\t\t\t\n\t\t>\n   <section class=\"book-demo sec-space-90\">\n            <div class=\"container\">\n                <h2 data-aos=\"fade-up\">Wealth Management Newsletter<\/h2>\n                <p data-aos=\"fade-up\">Sign up to stay up to date with the latest industry trends and insights and to receive news on our latest product launches and work.<\/p>\n                <a href=\"\/industries\/wealth-management\/wealth-management-newsletter-sign-up\" class=\"btn btn-arrow btn-white\"  data-aos=\"fade-up\">Sign up<\/a>\n            <\/div>\n        <\/section>\n<\/div><\/div>           \n                  <section class=\"feature-report is-rotating\" id=\"reports\">\n            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 40 40\" class=\"loader-progress\">\n            <circle class=\"fill-round\"   fill=\"none\" stroke-linecap=\"round\" cx=\"20\" cy=\"20\" r=\"15.915494309\" \/>\n            <circle class=\"progress\" fill=\"none\" stroke-linecap=\"round\" cx=\"20\" cy=\"20\" r=\"15.915494309\" \/>\n            <\/svg>\n            <div class=\"subheading\" >\n                <span data-aos=\"fade-up\">Featured report<\/span>\n            <\/div>\n            <div class=\"fr-cursor\"><\/div>\n            <div class=\"fr-cursor2\"><\/div> \n            <div class=\"swiper-container feature-report-slider\"  >\n                <div class=\"swiper-wrapper\">\n\n\n                                 <!-- Single item -->\n                    <div class=\"swiper-slide\">\n                      <figure class=\"slide-bgimg\"\n                            style=\"background-image:url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/Millionaire-Vue-768x768.jpg.webp)\"\n                            data-swiper-parallax-x=\"50%\">\n                            <img decoding=\"async\" width=\"1000\" height=\"453\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/Millionaire-Vue.jpg\" class=\"attachment-bigsize size-bigsize\" alt=\"\" \/>                        <\/figure>\n                                                <div class=\"content\">\n                            <div class=\"h2\" data-swiper-parallax-x=\"-80%\" data-swiper-parallax-opacity=\"0%\">MillionaireVue 2022 <\/div>\n                            <div class=\"caption\" data-swiper-parallax-x=\"-70%\" data-swiper-parallax-opacity=\"50%\">Luxury brands and wealth managers face common issues researching their target customers. Our solution,\r\nMillionaireVue, a unique omnibus of a hard-to-reach audience.\r\n<br \/> \r\n<br \/>\r\nRead more about Savanta's MillionaireVue below.<\/div>\n                            <a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/report\/millionairevue-2022\/\" class=\"btn btn-white btn-arrow\" data-swiper-parallax-x=\"-280%\"\n                                data-swiper-parallax-opacity=\"20%\">Learn More<\/a>\n                        <\/div>\n                      \n                    <\/div>\n                    <!-- Single item -->\n                                 <!-- Single item -->\n                    <div class=\"swiper-slide\">\n                      <figure class=\"slide-bgimg\"\n                            style=\"background-image:url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/07\/Eco-index-UK-USA-768x768.jpg.webp)\"\n                            data-swiper-parallax-x=\"50%\">\n                            <img decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/07\/Eco-index-UK-USA.jpg\" class=\"attachment-bigsize size-bigsize\" alt=\"\" \/>                        <\/figure>\n                                                <div class=\"content\">\n                            <div class=\"h2\" data-swiper-parallax-x=\"-80%\" data-swiper-parallax-opacity=\"0%\">Eco Index 2021:  Will the Covid-19 recovery be green? <\/div>\n                            <div class=\"caption\" data-swiper-parallax-x=\"-70%\" data-swiper-parallax-opacity=\"50%\">Following on from last year\u2019s inaugural survey, Savanta\u2019s latest Eco Index report reveals where people stand on key environmental issues and what action they want to see.\r\n<br \/> \r\n<br \/> \r\nDownload the report below.\r\n\r\n<\/div>\n                            <a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/report\/eco-index-2021-will-the-covid-19-recovery-be-green\/\" class=\"btn btn-white btn-arrow\" data-swiper-parallax-x=\"-280%\"\n                                data-swiper-parallax-opacity=\"20%\">Learn More<\/a>\n                        <\/div>\n                      \n                    <\/div>\n                    <!-- Single item -->\n                                 <!-- Single item -->\n                    <div class=\"swiper-slide\">\n                      <figure class=\"slide-bgimg\"\n                            style=\"background-image:url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/recovery-and-resilience-of-UK-buinsesses-768x768.jpg.webp)\"\n                            data-swiper-parallax-x=\"50%\">\n                            <img decoding=\"async\" width=\"1920\" height=\"1920\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/08\/recovery-and-resilience-of-UK-buinsesses-1920x1920.jpg\" class=\"attachment-bigsize size-bigsize\" alt=\"\" \/>                        <\/figure>\n                                                <div class=\"content\">\n                            <div class=\"h2\" data-swiper-parallax-x=\"-80%\" data-swiper-parallax-opacity=\"0%\">Recovery &amp; resilience of UK businesses <\/div>\n                            <div class=\"caption\" data-swiper-parallax-x=\"-70%\" data-swiper-parallax-opacity=\"50%\">As organisations face significant challenges to their financial and operational resilience, how are UK businesses readjusting in a post-pandemic world and the implications of Brexit?\r\n<br \/> \r\n<br \/> \r\nDownload our webinar below to find out.<\/div>\n                            <a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/report\/recovery-resilience-of-uk-businesses\/\" class=\"btn btn-white btn-arrow\" data-swiper-parallax-x=\"-280%\"\n                                data-swiper-parallax-opacity=\"20%\">Learn More<\/a>\n                        <\/div>\n                      \n                    <\/div>\n                    <!-- Single item -->\n                                 <!-- Single item -->\n                    <div class=\"swiper-slide\">\n                      <figure class=\"slide-bgimg\"\n                            style=\"background-image:url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/07\/Tracking_your_ad_campaign_to_maximise_sales_and_ROI-1920x870px-1-768x768.jpg.webp)\"\n                            data-swiper-parallax-x=\"50%\">\n                            <img decoding=\"async\" width=\"1000\" height=\"453\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/07\/Tracking_your_ad_campaign_to_maximise_sales_and_ROI-1920x870px-1.jpg\" class=\"attachment-bigsize size-bigsize\" alt=\"\" \/>                        <\/figure>\n                                                <div class=\"content\">\n                            <div class=\"h2\" data-swiper-parallax-x=\"-80%\" data-swiper-parallax-opacity=\"0%\">Tracking your ad campaign to maximise sales and ROI <\/div>\n                            <div class=\"caption\" data-swiper-parallax-x=\"-70%\" data-swiper-parallax-opacity=\"50%\">With consumers spoilt for choice in-store and bombarded with messaging across marketing channels, we show you how to monitor how your latest ad campaign is driving your brand?\r\n<br \/> \r\n<br \/>\r\nDownload our free guide below.\r\n<\/div>\n                            <a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/report\/tracking-your-ad-campaign-to-maximise-sales-and-roi\/\" class=\"btn btn-white btn-arrow\" data-swiper-parallax-x=\"-280%\"\n                                data-swiper-parallax-opacity=\"20%\">Learn More<\/a>\n                        <\/div>\n                      \n                    <\/div>\n                    <!-- Single item -->\n                                 <!-- Single item -->\n                    <div class=\"swiper-slide\">\n                      <figure class=\"slide-bgimg\"\n                            style=\"background-image:url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/07\/Creative_Development_Testing-1920x870px-768x768.jpg.webp)\"\n                            data-swiper-parallax-x=\"50%\">\n                            <img decoding=\"async\" width=\"1000\" height=\"453\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2022\/07\/Creative_Development_Testing-1920x870px.jpg\" class=\"attachment-bigsize size-bigsize\" alt=\"\" \/>                        <\/figure>\n                                                <div class=\"content\">\n                            <div class=\"h2\" data-swiper-parallax-x=\"-80%\" data-swiper-parallax-opacity=\"0%\">The Power of Emotion Creative TV ads <\/div>\n                            <div class=\"caption\" data-swiper-parallax-x=\"-70%\" data-swiper-parallax-opacity=\"50%\">Creative execution is the biggest factor driving advertising profitability that marketers can influence. We show how optimising your creative can multiply your brand\u2019s profits. \r\n<br \/> \r\n<br \/>\r\nDownload our free guide now.\r\n\r\n<\/div>\n                            <a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/report\/the-power-of-emotion-creative-tv-ads\/\" class=\"btn btn-white btn-arrow\" data-swiper-parallax-x=\"-280%\"\n                                data-swiper-parallax-opacity=\"20%\">Learn More<\/a>\n                        <\/div>\n                      \n                    <\/div>\n                    <!-- Single item -->\n                   \n                <\/div>\n                                <!-- If we need navigation buttons -->\n                <div class=\"swiper-button-prev  \"><\/div>\n                <div class=\"swiper-button-next  \"><\/div>\n            <\/div>\n        <\/section>\n   \n              \n    \n    <section class=\"knowledge-centre sec-space-90\" id=\"insights\">\n      <div class=\"container\">\n                  <div class=\"title-wrap\">\n            <h2 data-aos=\"fade-up\">Knowledge centre <\/h2>\n                          <a href=\"\/knowledge-centre\/\" class=\"btn btn-arrow btn-white\" data-aos=\"fade-up\">View all <\/a>\n                      <\/div>\n        \n        <div class=\"knowledge-centre-inner\">\n          <div class=\"left-col\">\n            <div class=\"kc-cursor\">\n              Explore\n            <\/div>\n                            <!-- Single item -->\n                <article class=\"single-card\">\n                  \n                                        <figure class=\"bg-cover\">\n                      <div class=\"bg slide-image-up slide-image-up-half\" style=\"background-image: url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2023\/09\/Defaqto-event.jpg.webp);\">\n                        <img decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2023\/09\/Defaqto-event.jpg\" class=\"attachment-bigsize size-bigsize\" alt=\"\" \/>                      <\/div>\n                      <div class=\"bg-ani\"><\/div>\n                    <\/figure>\n                                    <div class=\"card-body\">\n                                        \n                      <span class=\"small\"><\/span>\n\n                    \n                    <h3 class=\"h4\"><a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/view\/from-shelf-to-screen-what-really-drives-shopper-action\/\">From shelf to screen: What really drives shopper action?<\/a>\n                    <\/h3>\n                    <div class=\"meta\">\n                                            <em> 19 August 2026 <\/em>                     <\/div>\n                  <\/div>\n                <\/article>\n                <!-- Single item -->\n                      <\/div>\n          <div class=\"right-col\">\n            <div class=\"right-row\">\n              \n                      <!-- Single item -->\n              <article class=\"single-card\">\n                \n                                    <figure class=\"bg-cover\">\n                    <div class=\"bg slide-image-up slide-image-up-half\" style=\"background-image: url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2023\/09\/The-financial-services-chatbot-user-experience-banner.jpg.webp);\">\n                      <img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2023\/09\/The-financial-services-chatbot-user-experience-banner.jpg\" class=\"attachment-big size-big\" alt=\"\" \/>                    <\/div>\n                    <div class=\"bg-ani\"><\/div>\n                  <\/figure>\n                                <div class=\"card-body\">\n                                      <span class=\"small\"><\/span>\n\n                  \n                  <h3 class=\"h5\"><a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/view\/navigating-the-future-of-marketing-five-lessons-from-cannes-lions-2026\/\">Navigating the Future of Marketing: Five Lessons from Cannes Lions 2026<\/a>\n                  <\/h3>\n                  <div class=\"meta\">\n                                        <em> 28 July 2026 <\/em>                   <\/div>\n                <\/div>\n              <\/article>\n                      <!-- Single item -->\n              <article class=\"single-card\">\n                \n                                    <figure class=\"bg-cover\">\n                    <div class=\"bg slide-image-up slide-image-up-half\" style=\"background-image: url(.webp);\">\n                                          <\/div>\n                    <div class=\"bg-ani\"><\/div>\n                  <\/figure>\n                                <div class=\"card-body\">\n                                      <span class=\"small\"><\/span>\n\n                  \n                  <h3 class=\"h5\"><a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/view\/the-world-cup-effect-turning-sporting-moments-into-brand-connections\/\">The World Cup effect: Turning sporting moments into brand connections<\/a>\n                  <\/h3>\n                  <div class=\"meta\">\n                                        <em> 15 July 2026 <\/em>                   <\/div>\n                <\/div>\n              <\/article>\n                      <!-- Single item -->\n              <article class=\"single-card\">\n                \n                                    <figure class=\"bg-cover\">\n                    <div class=\"bg slide-image-up slide-image-up-half\" style=\"background-image: url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2026\/07\/barney-goodman-s7vnN_sQiHw-unsplash-1.jpg.webp);\">\n                      <img decoding=\"async\" width=\"686\" height=\"1024\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2026\/07\/barney-goodman-s7vnN_sQiHw-unsplash-1.jpg\" class=\"attachment-big size-big\" alt=\"\" \/>                    <\/div>\n                    <div class=\"bg-ani\"><\/div>\n                  <\/figure>\n                                <div class=\"card-body\">\n                                      <span class=\"small\"><\/span>\n\n                  \n                  <h3 class=\"h5\"><a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/view\/wimbledon-is-more-than-tennis-and-that-matters-for-brands\/\">Wimbledon is more than tennis \u2013 and that matters for brands<\/a>\n                  <\/h3>\n                  <div class=\"meta\">\n                                        <em> 9 July 2026 <\/em>                   <\/div>\n                <\/div>\n              <\/article>\n                      <!-- Single item -->\n              <article class=\"single-card\">\n                \n                                    <figure class=\"bg-cover\">\n                    <div class=\"bg slide-image-up slide-image-up-half\" style=\"background-image: url(https:\/\/savanta.com\/eu\/wp-content\/uploads\/2026\/07\/conny-schneider-xuTJZ7uD7PI-unsplash-1-1.jpg.webp);\">\n                      <img decoding=\"async\" width=\"1024\" height=\"543\" src=\"https:\/\/savanta.com\/eu\/wp-content\/uploads\/2026\/07\/conny-schneider-xuTJZ7uD7PI-unsplash-1-1.jpg\" class=\"attachment-big size-big\" alt=\"\" \/>                    <\/div>\n                    <div class=\"bg-ani\"><\/div>\n                  <\/figure>\n                                <div class=\"card-body\">\n                                      <span class=\"small\"><\/span>\n\n                  \n                  <h3 class=\"h5\"><a href=\"https:\/\/savanta.com\/eu\/knowledge-centre\/view\/synthetic-research-is-scaling-faster-than-we-can-evaluate-it\/\">Synthetic research is scaling faster than we can evaluate it<\/a>\n                  <\/h3>\n                  <div class=\"meta\">\n                                        <em> 2 July 2026 <\/em>  - by <a href=\"https:\/\/savanta.com\/eu\/author\/nick-baker\">Nick Baker<\/a>                   <\/div>\n                <\/div>\n              <\/article>\n        \n            <\/div>\n          <\/div>\n        <\/div>\n\n              <\/div>\n    <\/section>\n\n\n  <\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Scroll Our approach How we help Case studies Reports David Barks Senior Director Get in touch Wealth management and private banking organisations need knowledge to make better decisions about brands, services, and propositions. Without this, how can you gain that elusive edge? Capture market share? Excel in this highly competitive sector? For years we\u2019ve supported the world\u2019s leading wealth and investment managers and private banks. Access, engage, and understand your clients and prospects by working with our high net worth (HNWI) specialist team: Find the truly affluent and HNWI wherever they are in the world. Credibly engage with your clients and prospects through research that enhances your brand Access our deep knowledge to ensure surveys and recommendations use market and competitive context. The sector expertise we bring to our wealth management research will help you gain a deeper understanding of how HNWI, high income earners and affluent audiences act, feel, think, and prioritise. How we help Audience understanding and segmentation Who is your target market, how do they invest and bank, what segments best fit your offer, and how can you access and market to them? We\u2019ll unearth a wealth of insights that you can act on. Brand and reputation performance Measure the success of your marketing through the brand funnel of awareness, sentiment, reputation, associations, and consideration. Assess\u2026 adapt\u2026 achieve. Client retention and NPS Measure key client KPIs and understand how to improve your share of wallet. Market intelligence Investor sentiment, market trends, product use and penetration, and channel trends \u2013 in other words, the kind of understanding needed to accelerate your market position. Proposition development Fine-tune your propositions by testing and developing your brand, service, and product enhancements such as digital UX, advice pricing, or credit card features. Case studies View all A wealth of insightsBoosting advertising effectiveness Learn More MoneycorpReady for change Learn More Wealth ManagerInvestment management Learn More &#8220;Everyone from their team, from top to bottom, were truly impressive in their research expertise, commitment to the project, focus on actionable insights, and their ability to really act as business partners &#8211; not just conducting a study for you, but really helping you deliver on the project that the study is supposed to inform. In addition, they also don&#8217;t just do as you say &#8211; they really do challenge you if they think something in your brief isn&#8217;t quite right.\u201d British Auction House \u201cYou guys (the whole team) are brilliant \u2013 very responsive, very helpful and so delivery-focused. It\u2019s a real pleasure working with you.\u201d Coutts Client Intelligence Director &#8220;They very transparent financially &#8211; they are happy to price out different options\/approaches and will be very honest about what the pros and cons are. In our case they actually advised against a more expensive option as they felt we could get similar insights from a different less expensive approach. Last but not least, they are very, very, focused on providing quality research.&#8221; British Auction House Wealth Management Newsletter Sign up to stay up to date with the latest industry trends and insights and to receive news on our latest product launches and work. Sign up Featured report MillionaireVue 2022 Luxury brands and wealth managers face common issues researching their target customers. Our solution, MillionaireVue, a unique omnibus of a hard-to-reach audience. Read more about Savanta&#8217;s MillionaireVue below. Learn More Eco Index 2021: Will the Covid-19 recovery be green? Following on from last year\u2019s inaugural survey, Savanta\u2019s latest Eco Index report reveals where people stand on key environmental issues and what action they want to see. Download the report below. Learn More Recovery &amp; resilience of UK businesses As organisations face significant challenges to their financial and operational resilience, how are UK businesses readjusting in a post-pandemic world and the implications of Brexit? Download our webinar below to find out. Learn More Tracking your ad campaign to maximise sales and ROI With consumers spoilt for choice in-store and bombarded with messaging across marketing channels, we show you how to monitor how your latest ad campaign is driving your brand? Download our free guide below. Learn More The Power of Emotion Creative TV ads Creative execution is the biggest factor driving advertising profitability that marketers can influence. We show how optimising your creative can multiply your brand\u2019s profits. Download our free guide now. Learn More Knowledge centre View all Explore From shelf to screen: What really drives shopper action? 19 August 2026 Navigating the Future of Marketing: Five Lessons from Cannes Lions 2026 28 July 2026 The World Cup effect: Turning sporting moments into brand connections 15 July 2026 Wimbledon is more than tennis \u2013 and that matters for brands 9 July 2026 Synthetic research is scaling faster than we can evaluate it 2 July 2026 &#8211; by Nick Baker<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":211,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","footnotes":""},"class_list":["post-28297","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"At Savanta we understand the market research needs of companies focusing on HNWIs across the wealth management and private banking sectors.\" 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