Financial services research


Insurance Cover.png

INSURANCE USAGE & AWARENESS - UK/US EMERGING/HNWI’s

July 2019

The quantitative online survey for this report was carried out during June 2019, and in total interviewed 632 members from the UK and US. Subgroups were defined based on investable assets, those having between $250,000 - $1,000,000 are classified as “Emerging HNWI” and those with more than $1,000,000 are classified as High Net Worth Individuals “HNWI”. For this report, the gender split was 55:45% male:female. The median level of Investible Assets was approximately $1,635,000.

 

PREMIUM PAYMENT CARDS

April 2019

The quantitative online survey for this report was carried out during February 2019, and interviewed 1,036 members from various countries across our online affluent community (33% in Asia/33% in Europe/34% in North America). 43% of this sample was aged 18-39, while 57% was aged 40+. The gender split was 50:50% male:female. Normalised to $US, the median household income across this total sample was just less than $297,000.

See Premium Payment Cards

 

luxury industries: perceptions & attitudes

WEALTH MANAGEMENT SCORE CARD - July 2018

Extract from the Luxury Industries Report by Altiant, this study covers three regions and raises some interesting questions: how are luxury industries rated on selected customer sentiments such as Emotional connection, Innovation or Social responsibility? How does one industry respond and compare to another on these attributes seen as key to win the modern luxury consumer? This section covers Wealth Management, the strengths and the areas of improvement of this industry.