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Wealth management market research

Leading wealth and investment managers and private banks need meticulous insight into clients and markets. Serving the affluent and wealthy requires diligence. Understanding. Rapport building. Without fail, we bring this to our wealth management research projects.

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’ve supported the world’s 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’ll 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… adapt… 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 – 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

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A wealth of insights

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MoneycorpReady for change

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Wealth ManagerAward-winning investment management

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"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.”

British Auction House

“You guys (the whole team) are brilliant – very responsive, very helpful and so delivery-focused. It’s a real pleasure working with you.”

Coutts Client Intelligence Director

"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."

British Auction House
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Get in touch

If you’d like to speak with one of our experts right now, please call: +44 (0) 20 7632 3434