Drive Growth in Wealth Management with Affluent Consumer Intelligence
Partnering with financial institutions to uncover HNW and UHNW insights that sharpen targeting, retention, and product strategy.
15+
YEARS IN LUXURY
50+
FINANCIAL SERVICES CLIENTS
30+
HNW/UHNW MARKETS
We offer strategic insights to help financial institutions, including commercial and private banking, insurance providers, wealth management firms, and credit card brands, better serve their customers in today’s transformative landscape.
We have extensive experience in developing affluent customer propositions, developing HNW service concepts and apps, profiling investors, developing sustainable investing projects, and conducting insurance consumer perception studies.
We helped a leading global bank understand the perception of and motivations to engage in sustainable investments and identify need gaps in the markets.
Our insights were used to develop an annual sustainable investing thought leadership piece to reinforce the client’s investment expertise in Asia.
Our Services
Custom Research for Wealth & Insurance Brands
We develop segmentation, brand equity, product testing, and CX studies that reveal what drives loyalty and differentiation in a crowded market.
Always-On Intelligence Tools
Equip your teams with real-time insight tools that monitor trends in wealth transfer, ESG investing, Next Gen expectations, and competitive positioning.
Proprietary Affluent Panel
Tap into our LuxeTalk™ community of verified HNW and UHNW consumers across 30+ markets. Target by income, assets, brand ownership, and passion points.
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