Fund Managers

Attracting private clients to invest in your fund is challenging. Intense competition, and limited access to clients, mean that you can easily lose out to peers in the struggle for share-of-wallet.

With our liquidity event and analysis tracking system, you can be the first to know about, and approach, new wealth as it is created. As well as helping you develop your prospects pipeline, we identify the key advisors and relationships that influence each HNW and UHNWI.

Understand client investment strategies and wealth dynamics

  • Understand the capital growth plans and wealth drivers of HNW and UHNWIs globally with our actionable intelligence and specialist insight.
  • Gain access to five-year asset allocation and HNW and UHNWI segmentation forecasts for the 30 largest global wealth markets every year, provided by our expert analysts and economists.
  • Minimize the risk of overlooking key industry movements, with our real-time alerts, which inform you of people-moves, and the strategies of competitors and intermediaries.
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