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, across a range of service, product and industry issues, via both multi-client and bespoke studies. The information is particularly valuable when compared to client feedback on the same subjects, including gaps in potential clients’ knowledge and understanding. Compeer also organises focus groups of affluent or high net worth investors for in-depth discussion.

We also offer online research of PFA’s opinions on any wealth management-related topic. However, we also offer an established research methodology that is designed to enable a client to optimise their relationships with PFAs, leading to increased levels of business and client loyalty. There is a very high degree of correlation between implementing the conclusions proposed by the research and the client growing their business, largely due to the detail provided across a wide range of influences on buyer behaviour.