June 6, 2024

Announcing the 5th Edition of WealthLens™ 2024/25 – Exclusive Insights for Financial Services Professionals 

We are delighted to announce the 5th edition of the 2024/25 WealthLens™ Data & Insights solution.

Designed for C-suite executives, marketing professionals, and consumer insights specialists in the financial services sector, this annual subscription captures the pulse of high-net-worth (HNW) individuals in key markets.

Announcing the 5th Edition of WealthLens™ 2024/25 - Exclusive Insights for Financial Services Professionals

In the VUCA (Volatile, Uncertain, Complex, and Ambiguous) world we live in, both wealth and the wealthy are constantly evolving. Understanding and managing relationships with the wealthy is becoming increasingly complex. 

WealthLens 2024/25 aims to address these changes through in-depth interviews with over 300 HNW individuals in each of our 13 key markets. 

Some of the topics covered include: 

  • Financial Status and Investments
  • Economic and Business Perspectives 
  • Wealth Sources and Management 
  • Future Planning and Concerns
  • Banking Relationships 
  • Insurance Coverage
  • Criteria for Choosing Financial Service Providers
  • Specific Preferences in Banking and Wealth Management 
  • Preferred Communication Channels
  • ESG Preferences 
  • New Assets Classes: Digital, Arts, Collectables, Gold 

The WealthLens™ Data and Insights program is a strategic insights study to understand HNWIs and UHNWIs insurance, banking and wealth management opportunities, identify and profile this core audience, their financial behavior & needs, to optimize your marketing strategies

Covering interviews with HNWIs and UHNWIs across 13 global markets, including China, Japan, India, USA, Germany and the United Kingdom, the WealthLens™ Data and Insights program is one of the most comprehensive studies on global millionaires financial needs and behaviour. 

 

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