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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. Trust us to deliver the unique insights and “A-ha” moments you need.

Here’s how we can help:

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Our Approach

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 (HNW) specialist team: 1. Find true affluent and HNWI wherever they are in the world 2. Credibly engage with your clients and prospects through research that enhances your brand 3. 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.

Our services

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.

Market intelligence

Investor sentiment, market trends, product use and penetration, and channel trends – in other words, the kind of understanding you need to accelerate your market position.

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.

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. Add a touch more glitter to your client’s gold.

"I wouldn't hesitate to recommend the team at Savanta. They combine professionalism and proactivity with an ongoing desire to learn about and add value to Sainsbury's via a wide range of research projects and programmes "

Sainsburys Head of Insight

"I wouldn't hesitate to recommend the team at Savanta. They combine professionalism and proactivity with an ongoing desire to learn about and add value to Sainsbury's via a wide range of research projects and programmes "

Sainsburys Head of Insight

"I wouldn't hesitate to recommend the team at Savanta. They combine professionalism and proactivity with an ongoing desire to learn about and add value to Sainsbury's via a wide range of research projects and programmes "

Sainsburys Head of Insight

Knowledge

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Not sure? See how we can help

Consumer Brands

A full range of fieldwork and audience access solutions

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B2B Brands

A full range of fieldwork and audience access solutions

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Public & Social

A full range of fieldwork and audience access solutions

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Agencies & Consultancies

A full range of fieldwork and audience access solutions

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Get in touch

If you’d like to speak with one of our market research experts right now, please call: +1 (917) 768-2710

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Make Better Decisions.