WealthInsight Advisory

WealthInsight not only provides the data, insight, and analysis you need we also have the expertise to work alongside you to explain our data and provide advice on potential strategy goals.

Our advisory services include the provision of:

  1. Quantitative and qualitative business and consumer research expertise
  2. Five-year market forecasts
  3. HNW and UHNWI segmentation analysis
  4. Asset allocation analysis
  5. Wealth modeling and market sizing
  6. Demographics and market trend analysis
  7. AUM analysis

With WealthInsight you benefit from more than just a database, our team can help you to understand the behaviors and demographics of your target market and advise on how you can investigate new markets and benchmark your performance.  The WealthInsight team can identify areas for improvement and validate your own findings.

Case study

A leading private bank wanted to assess the risks and opportunities associated with wealth succession. WealthInsight provided market sizing and assessed economic, demographic and cultural factors.

Panel research, focus groups and structured interviews provided the foundation for training materials that help the bank’s relationship managers successfully manage the risks of inheritance.

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