Wealthmonitor

HQ Address

10, Queen Street Place, London EC4R 1BE, United Kingdom

Website Address

www.wealthmonitor.com

Ownership Type

Subsidiary

Connect with Wealthmonitor
Business introduction

Ideas and opportunity, every day

Wealthmonitor identifies potential HNW individuals before they come into wealth, giving professioanls who target this community a vital competitive edge. The journalist-based prospecting tool provides subscribers with proprietary intelligence to propel their business development initiatives

We connect businesses with the HNW community
Invaluable for generating new business and networking opportunities, Wealthmonitor identifies the people who could benefit from wealth-creating liquidity events.

It is recognized as the ideal first port of call for organizations serving the HNW community. Subscribers value Wealthmonitor’s proprietary HNW intelligence for both prospecting and networking. They use the service to find new HNW clients and to understand their existing client base in greater depth.

The team at Wealthmonitor comprises financial journalists and analysts with considerable experience in wealth management, corporate finance, and investment banking.

Business Overview

Wealthmonitor identifies new wealth creation. Designed for professionals who work with the HNW community, it tracks liquidity events such as M&A and IPOs to identify the shareholders, beneficiaries and entrepreneurs who will benefit from them.

Customers

This unique proprietary intelligence gives businesses in the HNW space a vital competitive edge:

  • Private banks: Build relationships before an individual comes into wealth, and pinpoint potential clients with precision

  • Wealth managers: Identify HNW prospects with precision, speed and depth

  • Asset managers: Find the insights and individual details to help build personalized relationships

  • Stockbrokers: Create and explore new business leads

  • Luxury brands: Expand and maintain marketing databases

  • Family offices: Explore and develop new business opportunities

Partners

  • We are partnered with WealthBriefing.

We have also partnered with other events in the form of media partnerships such as:

Private Wealth Management Summit Fall 2018
03-December-2018

The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.

Global Private Banking Conference
21-February-2019

Euromoney and IMN are pleased to invite you to our 2nd Annual Global Private Banking conference. This day-long event returns to London on 21st February 2019 and will again host influencers and thought leaders from the world’s leading private banks, wealth managers and service providers.

We look forward to continuing our exploration of how seismic changes in demography and technology will continue to drive and change the private banking space. Our featured experts will provide insights to an audience of peers, as to how they are transforming their businesses internally, and which opportunities they are pursuing and their views on the direction of the industry as a whole.

Key Data

Year founded
2006
employees
21-50
wealth management employees
21-50
clients
101-250
offices
2
Office Regional Presence
  • North America
  • Western Europe
Type of Clients
  • Financial planner
  • Global Private Bank
  • Investment fund manager
  • Local Private Bank
  • Private Client Investment Manager
  • Regional Private Bank
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
  • Asia
  • Western Europe
Leading client geographies

Wealthmonitor Solutions

Wealthmonitor

Early stage wealth creation Early stage proprietary intelligence into the strategic intentions of private and public companies and the beneficiaries Identify beneficiaries Detailed in-depth profiles triggered by potential and current liquidity events on shareholders, executives and their holdings Develop client relationships Spot networking opportunities with HNW individuals and advisors Research the market in depth Deep-dive research Find opportunities......

business needs
Client type
client geography presence
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.