Private Wealth Managers

Winning new business, and growing assets under management from your existing clients, are the keys to growth. How can WealthInsight help?

Be the first to connect with new HNW and UHNWIs

  • Unique liquidity event analysis details the events that are creating new wealth.
  • Proprietary software monitors tens of thousands of sources every day so we can identify the individuals you need to meet.
  • 50+ new HNWIs are added and 250 are updated daily.
  • Multilingual researchers provide in-depth intelligence on the passions, interests and associates of HNW and UHNWIs – so you can personalize your approach to them.
  • Our deep Dossiers help you understand the relationships, interests and passions of each HNW and UHNWI

Manage risks and opportunities

  • Our coverage of people-moves helps you to track the activities and locations of the best talent in wealth, and informs your human resources strategy.
  • Company results coverage indicates when firms may be changing strategy.
  • We provide extensive and expert wealth management news.
  • Our alerts bring these key events to your desk as they happen.

Exclusive forecasts and interviews

  • Our experienced analysts and economists provide five-year forecasts for the 30 largest and most promising HNW countries and cities in the world.
  • Reporting includes segmentation of HNW and UHNWIs and asset allocations.
  • In-depth and exclusive interviews with leading market thinkers help your strategy keep pace with the fast changing global wealth market.
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