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:

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.

Repoart

Sustainability Segmentation: how marketers can turn good intentions into green buying behaviors

Our latest report helps brands overcome the many roadblocks to a sustainable future - through the power of audience insight. As the impacts of climate change grow more extreme, we all know the imperative for sustainable behaviors to be adopted across society, particularly when it comes to consumer choices.

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BrandVue’s Most Loved Eating Out Brands 2022

Welcome to BrandVue’s Most Loved Eating Out Brands 2022 – a recognition and celebration of the most emotively connected Eating Out brands in 2022, brought to you by Savanta.

Within this report, we reveal America’s most loved Eating Out brands – with performance rankings from across all major categories – Asian, burger, cafés & bakery, chicken, family style, frozen desserts, Italian or pizza, Mexican, sandwich, speciality.

Download the report below.

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Social media marketing (episode 3)

Gen Z use social media in a very different way compared to their Millennial predecessors. Gone are the days of chasing likes or finding the best backdrop, and social media marketers need to adapt their strategies if they want to achieve cut-through with young audiences.

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How Gen Z will change the world (vol.3)

Gen Z are changing the world. They are challenging stereotypes, questioning behaviour and effecting change. Our eBook series uncovers the key themes that brands need to know.

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The fast fashion paradox and the second hand solution

Download this eBook and gain key insights into Gen Z's moral dilemma around purchasing fast fashion: does their love of fast fashion conflict with their desire to save the planet?

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Delivering successful thought leadership

In an increasingly crowded marketplace, a successful thought leadership programme is a powerful tool to increase the profile of your brand.

Download our report now.

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Banking on the next generation eBook

How is Gen Z currently using and managing their money? What will this look like in the future? How can your brand respond to the changing financial landscape? Download the eBook to find out.

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Sports Sponsorship: How to ensure it works for you

Sports sponsorships present massive opportunities for brands, and we've been assessing the impact of sponsorship to get it right in the eyes of fans and participants.

Download our free guide below.

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Is the branch dead for business banking?

What is the small business experience and do they expect to use digital channels more in the future?

Download our free guide below.

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CXP Customer Experience Personalisation Audits

How to maximise revenues through building individual relationships between your customers and your brand.

Download it free below.

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Featured Case

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"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