Whether you want to do this through qualitative or quantitative techniques, we’ve got you covered, providing you with a clear and objective indication of the efficacy of your advertising....

Some of the topics covered in the report include: Wealth levels Source of wealth Asset allocations Investment profile and priorities Criteria to choose wealth management / bank / credit card and insurance brands Brand positioning Sustainable investing Investments of passion Millionaire segments and profiles Banking needs VIP privilege & credit card needs Insurance needs Wealth management needs Wealth inheritance needs Digital vs Face-to-Face servicing preferences Expectations......

Our teams can help you to capture and analyze data to better understand behavioral drivers of customers, unique attitudinal segments and consequently innovative ways to shape and evolve the digital channel for specific customer needs.  If the customer is your staff we can also make use of data to enhance your......

relevant regions

• North America

Arch Indices VOI Model Portfolios take into account asset output/goal, asset volatility, and correlation to portfolio in optimizing the weighting of each asset....

relevant regions

• North America
• Western Europe

Examples include: defining compensation strategy, identifying fee structures of peer businesses and modifying your own structures, identifying cost saving opportunities and comparing the main drivers of front office productivity. Compeer’s unique research can also underpin the development and execution of a company’s growth strategy for the wealth management sector....

When designing the research, we facilitate the embedding of insights throughout the organisation and provide implementation utility via an end-to-end service. Our experience means we have solutions to deal with typical ‘kinks’ in the insight chain – such as data extraction and use of multiple technological platforms. The promise of big data......

Covering retail banking, loans, credit cards, insurance, mortgages, investments and FX, the BrandVue dashboard gives you clarity on exactly what drives brand performance in the marketplace and how to improve it. You benefit from: A stronger brand - benchmark brand perceptions to make yours stand apart Improved CEX - discover what drives and improves......

Our benchmarking services are outlined below: Annual and quarterly benchmarking service Approximately 50% of the industry (80+ firms) participate directly in our annual and quarterly benchmarking services, with the remaining firms’ data collected from official documents in the public domain to form our annual Industry Report. The benchmarking services comprise: The annual report......

Citywire Research provides in-depth knowledge for asset managers as they shape their businesses, whether they are developing a new product, venturing into a new market or recrafting their sales and marketing operations. We can provide answers ranging from hard data to anecdotal feedback along with analytics and interpretation to fathom what......

Councils can be own-branded or firms can access The Wise Society, our proprietary council of individual investors which is fast becoming the definitive source for topical and extensive insight on investment and wider customer attitudes and buying behaviours....

Our leadership team are adept at providing consulting services to clients who are looking for more than just a research solution to their problem. We are here to help you action the research findings to drive business growth, whether that be through strategy and business planning, strategic communications, staff training......

By leveraging our proprietary research model and extensive network of institutional contacts, TABB Group’s consulting team empowers our partners with the knowledge and market intelligence to excel. Whether project work involves strategy, messaging, positioning, mergers & acquisitions, due diligence, technology implementation, or client/market outreach, our team of experienced professionals can......

relevant regions

• North America
• Western Europe

Spectrem's in-depth knowledge of the wealth management, retirement and investment markets enables our research team to quickly understand your business challenges and design the appropriate custom research methodology to provide key insights to solve your challenges. Our full range of capabilities include: Qualitative research One-one-one in-depth in-person or telephone interviews Focus groups Small group......

We also undertake bespoke work and consultancy projects. We have experience of helping clients across a wide range of areas including strategy, product development, market analysis, entry strategies etc. ...

relevant regions

• Western Europe

Third Bridge helps credit investors identify key industry drivers and company-related issues that are regularly overlooked by conventional research. From sector analysis to bottom-up fundamental research, our coverage provides clients with access to specialists who have the specific knowledge required for making informed investment decisions. Search for yield: Navigate challenging markets Benign credit......

relevant regions

• Asia
• North America
• Western Europe

CoreData has been conducting shadow shopping research since 2003. Through the process, we collect first-hand feedback from customers on their experience and deliver cutting edge reporting to drive business efficiency and profitability – while at the same time helping companies to reduce reputational and legislative risk. We provide detailed feedback to......

We have developed several proprietary tools to gauge customer satisfaction and engagement that go beyond the two-dimensional approach employed by most market research firms. We’ll also help you map the customer journey map, documenting the customer experience from their perspective and providing you a framework for understanding the way your customers......

Our experience in providing customer experience and satisfaction research for more than 25 years makes our ability to provide you with actionable insights incomparable. Our niche market knowledge allows us to develop survey instruments that truly apply to what your customers are experiencing. Unlike large firms that provide massive consumer studies, our market......

In industries that target the wealthy, firms must decide when to enter new markets and when to restructure their existing market footprints. How do you know where to best focus your firm’s investments? Regardless of the operating environment, companies are always […] Capgemini’s custom market-sizing analysis–based on robust financial modeling–provides a......

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We also conduct curated quantitative and qualitative research and competitive analysis, as well as other types of research on behalf of clients. Benchmarking IT Roadmaps and Platform Optimization M&A Support and Due Diligence Product and Go-to-Market Strategy Quantitative and Qualitative Research Thought Leadership Vendor Selection Voice of Customer Research ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Cerulli's custom research offers tailored access to our industry-leading research process. Options include: Internal thought leadership papers Custom compilations of existing Cerulli data Whitepapers for public distribution Custom surveys and analyses leveraging Cerulli's research network and survey engine ...

relevant regions

• Asia
• North America
• Western Europe

Our custom researchers are ready to mine our data to answer your specific questions and to design a research approach that will give you reliable answers. We are skilled in a variety of market research methods including consumer surveys, attitudinal customer segmentation, market modelling and forecasting, and econometrics / discrete choice /MaxDiff......

relevant regions

• North America

Customer perception + employee perception + management perception + IIC perception = your IIC perception Analyse your customer, employee and management customer experience perceptions, using our bespoke questionnaire management platform. Identify the priority areas of miss-alignment and potential CX malignancy in your organisation, as well as areas of best practice. Uncover the precise changes you......

relevant regions

• Western Europe

Through our in-house data collection experts, audience access consultants and proprietary technology, we can satisfy all of your research fieldwork needs, including: Survey design Survey programming and hosting Translations and coding Audience access Advanced statistical analysis techniques Data processing Data visualisation How we can help Survey design & scripting: tailored to your insight objectives Audience access: reach any audience, anywhere, easily Data visualisation......

relevant regions

• North America
• Western Europe

Our team is experienced in database list-washing, website scraping techniques and digital detective work. This is a powerful tool to unlock and fully leverage your contact database by identifying various types of customers and developing the richness of data and insight you have on them....

Utilising the latest in behavioural science and choice modelling, we can help you understand what motivates people, where their biases lie and most importantly – cut through what really influences them to buy....

Although delegated management is a widespread management mode, beneficiaries lack relevant references against which to benchmark their profiles: Diversified open-end funds not directly comparable, no euro fund component. Published profile returns on the internet are scarce, often 100% ETF and limited to digital players. Returns published in the press are available once a......

relevant regions

• Western Europe

...

Prospect identification WealthQuotient relational mapping literally defines your target market by identifying your organizations most accessible and actionable prospects. Coaching, training & toolkit WealthQuotient coaching equips your team with the methodology, skills, tools and confidence to properly execute on the prospects that have been delivered. We empower teams to: Get the introduction You must ask......

relevant regions

• North America

Stochastic simulations: we generate and provide you with simulation sets on a wide range of asset classes. You can use this data as part of our simulators, or to feed your own tools. Strategic Allocation: we diagnose, study and optimize your asset allocation, with a view to increasing your portfolio's chances......

FundKernelDigital Alternative Investment Platform is a turnkey business solution for licensed wealth managers covering sourcing, research & due diligence, and order processing all in one single digital platform....

relevant regions

• Asia

The Private Wealth Series - 2020/21 Jersey Private Wealth Report Guernsey Private Wealth Report Isle of Man Private Wealth Report UK Private Wealth Report African Private Wealth Report Middle East Private Wealth Report (6) Asia Private Wealth Report US/Canada Private Wealth Report The Industry Review Series Banking Family Offices Fintech and Digital Funds and Investment Management Insurance Legal Private Aviation and Yachting Private Wealth Tax and Accountancy Trust and Corporate......

relevant regions

• Western Europe

It all starts with data Forget exporting and importing spreadsheets manually. Use our inbuilt data connectors that seamlessly pull data on a continuous basis from 200+ data sources. Online or offline, in databases or surveys, you are covered and align with Impact Management Project 5 dimensions of Impact for better communication. Introducing......

relevant regions

• North America

.Reports include: UK adviser software market assessment Who’s who in digital advice The future shape of workplace ...

Centered on outcomes, whether its responsible, active, passive, or multi-asset funds, our research and range of ratings is designed to help you find the right funds to meet your client’s needs. Our Ratings Square Mile Ratings - Fuelled by a qualitative process, our ratings are centred on outcomes to help you identify......

Intended for professional clients only. We appreciate that every firm has different requirements, that’s why we tailor our solutions to fit your needs. If you’re looking for research in the investment space, we can provide a number of different research reports, including: Fund panels Exchange traded product panels Model portfolio reviews DFM reviews GFP reviews Absolute return......

relevant regions

• Western Europe

This research is regularly used and has allowed clients to refocus their products and tailor offerings to be aligned with investor needs, as well as improving distribution via intermediaries. We regularly survey mass affluent (£50k – £250k investible assets), affluent (£250k – £1m) and high net worth (£1m – £10m) investors,......

Research and analytics Gain immediate access to performance and monitoring reports for every product you’re interested in. Portfolio modeling Actively update your aum with our comprehensive portfolio models using the trading platform and product offerings of your choice. Industry insights Access exclusive videos, blog posts and more from industry influencers and innovators. Repeatable process Big meeting on......

relevant regions

• North America

Through our collaboration with luxury concierge and event companies as well as publishers and media, we build our LUXETALK Community of affluent and HNW individuals. These respondents come with opinions on products services they have used in the past and purchases they expect in the future. Having information to keep up......

CEPRES Market Research empowers investors with a broad and accurate universe of fund, deal and asset-level data across 10k+ funds and 100k+ portfolio companies to help power better data-driven investments. Develop and test your investment thesis Use CEPRES's comprehensive fund, deal and asset level analyses to make and test your market thesis......

relevant regions

• North America
• Western Europe

Savanta’s MillionaireVue, a new quarterly-run omnibus focused on millionaires, covers three of the world’s main wealth markets – UK, United States and China and offers brands the opportunity to access and understand millionaires across the globe. Our team of wealth experts draw upon the knowledge of 500 HNWIs in each core......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Global surveys Working with worldwide research panels, we can reach executives in any country, industry, and size of company, as well as their B2B, B2C and B2G customers. Executive interviews Our global network of editors are skilled in interviewing top executives across industries and countries, as well as experts, futurism and academicians Quantitative analysis We apply......

At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth. Historians of finance will look back on this era as the decade of disruption. The investment industry is being reshaped. The upheaval is driven mainly by external forces, including regulatory disruption, societal and......

relevant regions

• Western Europe

Omdia brings you independent, world-class research that shares a holistic view of the technology ecosystem. Leverage the unified depth and breadth of expertise from Informa Tech’s legacy research brands: Ovum, IHS Markit Technology, Tractica and Heavy Reading. We are in a unique position to provide objective research and serve the needs......

relevant regions

• Africa
• Asia
• North America
• Oceania
• South America
• Western Europe

Get independent private market research that puts investors first Risk is inherent in the private markets and our Institutional Research Group is here to help you navigate the entire investment process. Our best-in-class research is built on sophisticated methodologies and frameworks that help you gain the conviction you need to successfully......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

PortfolioWise, by Chaikin Analytics, leverages the Chaikin Power Gauge ratings for stocks and ETFs. Chaikin Analytics applied its expertise in multi-factor analysis to create the Chaikin Power Gauge Stock Ratings more than ten years ago. It combines 20 factors into a simple, reliable indication of a stock’s potential performance relative......

relevant regions

• North America

This means we can help you pre-empt who you should be talking to – about what, and how – before they leave or make a purchase decision elsewhere, ensuring you are fully unlocking latent demand for your products and services. Using statistical techniques such as predictive modelling and data mining, CoreData’s......

Source deals, understand markets The PE landscape is more competitive than ever before, with an abundance of ‘dry powder’ chasing fewer deals in global jurisdictions. PE investors need to quickly understand the market opportunity associated with a deal in order to ultimately make the right investment decision. Working with clients across the deal......

relevant regions

• Asia
• North America
• Western Europe

Issue The change in client demands and service expectations has put pressure on Private Banks and Wealth Managers to deliver more for less. Clients demand more personalised advice about investment products and a wider range of services that are tailored to  them, and can be delivered through multiple channels.  Firms have a......

WealthQuotient relational mapping identifies the totality of your accessible target market.  We manually identify the qualified prospects in the relational networks of your clients, donors and other centers of influence. This “inward out” mapping ensures the prospects we identify are simply a referral request away and represents your organizations lowest hanging fruit. Typical approach Relational......

relevant regions

• North America

Information overload challenging markets Equity investors are finding it increasingly more difficult to generate alpha. As a result, investors are looking for equity managers with unique offerings that satisfy specific needs. Evaluate new ideas monitor existing holdings No matter whether they are developing or revisiting an investment thesis, testing model inputs or tracking company......

relevant regions

• Asia
• North America
• Western Europe

We have experience in different areas of quantitative finance: Derivatives pricing and risk management. Quantitative risk analysis, value at risk.  Porfolio optimisation for asset management. Backtesting methodologies and trading strategies. Actuarial quantitative finance. We are in the quantitative finance business for decades, whatever your problem is we are able to find a quantiative solution....

relevant regions

• Western Europe

Our research includes strategic insight to support business case development and focused investment, and white papers in support of our clients’ marketing initiatives. Capabilities assessment Competitive analysis and positioning Industry trends Market entry opportunities White papers ...

relevant regions

• Western Europe

Our research products: Reports - our latest research on the issues at the forefront of the industry Executive extracts - condensed versions of our research reports aimed at the c-suite Flash reports - first-cuts at bleeding edge topics, in a condensed, penetrating brief Blogs - reflections on the latest news, trends, and happenings within the industry Webinars - live and......

Extensive global and sectoral coverage Each service includes access to an extensive portfolio of economic publications, ranging from short notes on key data and developments to longer think-pieces on strategic topics....

RI is where managers actively and intentionally seek to do good, avoid doing harm and lead change by investing in companies which are helping to meet the world’s most pressing challenges, whilst avoiding harm or seeking to improve those which perpetuate our problems. Responsible Investor Types At Square Mile, we see RI......

relevant regions

• Western Europe

Cerulli’s strategic consulting combines our expertise in research and data collection, industry-focused thought leadership, and 25 years of experience to provide our clients with targeted guidance on their most important strategic issues. Examples include: Product viability analyses New market entry strategies Digital advice incorporation Responses to regulatory changes ...

Strategic Customer Relationships (SCR) uncovers customer expectations, measures your performance against those expectations, identifies where your biggest challenges and opportunities lie and pinpoints exactly where your customers want you to improve. Establishing what matters most to your customers and how you measure up Unlike generic satisfaction surveys, we start where most people......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Improving employee engagement can be quite an emotive affair and common employee engagement surveys don’t always pinpoint the most compelling themes that will engage your employees. Clear focus on the right things Strategic Employee Relationships (SER) measures your organisation’s performance against your employees’ real expectations of an ideal organisation, pinpointing ways in......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Western Europe

Need optimal results from your sales relationships? If you want to improve sales skills, make smarter hires and define where and how your sales people should be focussing for maximum impact, then our Strategic Sales Relationships (SSR) programme is for you. We see many organisations are focused on training sales teams how......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Western Europe

Political risk governance The traditional challenges of getting it right in emerging and frontier markets frequently now impact investors in jurisdictions once considered benign. We can build and strengthen your internal ability to monitor and evaluate political risk. From a gap analysis of existing programmes to comprehensive design and training, we......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Each report provides in-depth analysis on the topic and discuss drivers, restraints and opportunities available in the market. The service is designed to help our clients in their decision support system. The analysis also covers the complete spectrum of the research topic to help our clients meeting their business objective....

relevant regions

• North America

It is a closed user group, meaning that platforms must provide actual sales and asset data in order to participate. They must also abide by a confidentiality agreement. Since platforms also provide granular data on their bestselling funds, a subscription is extended to fund groups provided they sign a confidentiality agreement. The Platform......

relevant regions

• Western Europe

But using it to monitor longer-term trends is difficult without re-keying numbers into spreadsheets… until now, that is. Housing all data collated since 2006, Fundscape is pleased to present the Platinum database. This tool does away with the need to re-key data, and provides subscribers with a unique and dynamic web......

relevant regions

• Western Europe

Based on high-quality data and proven methodologies, theScreener RM supports them in reverse inquiry situations and enhances client communications in general. Our research covers both equities and funds worldwide and is based on a completely unbiased quantitative approach. Investment decisions based on theScreener’s research reports are easy to understand, completely transparent......

relevant regions

• Western Europe

Capgemini is a global leader in consulting, digital transformation, technology, and engineering services. The group is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

A complete insights and research program designed for marketing and insights teams and C-level executives to understand the latest trends on affluent and HNW consumers when it comes to their finances, and buying luxury goods (fashion, cosmetics, jewellery, watches, alcohol), and travel and in key markets. Phase 2 interviews conducted in June/July......

What We Do Listening to your customers to help you understand them We work with companies to help them understand what their customers want, how they get it, what they think about the business and how to develop it. We’ll tell you how to improve frontline performance, raise barriers to switching, grow......

relevant regions

• Western Europe

Spectrem continually fields research to provide in-depth information regarding investors, plan sponsors or other entities engaged in the investment and financial services industry. In addition to our wealth market research, Spectrem also interviews a significant number of defined contribution plan participants on a quarterly basis to produce our syndicated retirement research....

Our experienced team of writers and freelancers can produce absorbing, fresh copy across a range of topics – be it simple but intriguing or highly complex subject matters. These topics include investments, business, personal finance, resources, infrastructure and property...