We are thrilled to announce that the 5th edition of our WealthLens™ Data & Insights solution for 2024/25 will be available soon! This edition promises to be our most comprehensive yet, offering invaluable insights tailored for C-suite executives, marketing professionals, and consumer insights specialists in the financial services sector.
Navigating the VUCA World
In today’s VUCA (Volatile, Uncertain, Complex, and Ambiguous) world, the dynamics of wealth and the behaviors of the wealthy are evolving rapidly. Understanding and managing relationships with high-net-worth (HNW) individuals is becoming increasingly complex. WealthLens™ 2024/25 is designed to help you navigate these changes through in-depth interviews with over 300 HNW individuals across 13 key markets.
Comprehensive Coverage
Our WealthLens™ 2024/25 edition provides a thorough understanding of HNW individuals in key markets such as China, Japan, India, USA, UAE, Singapore, HK and the UK. This strategic study delves deep into the insurance, banking, and wealth management needs of HNWIs and UHNWIs, profiling this core audience and their financial behaviors to optimize your marketing strategies.
Key Topics Covered
The WealthLens™ Data & Insights program covers a broad range of crucial topics, including:
- 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
What clients are saying:
“The findings of this report is a testimony to the solid fundamentals the team has worked hard to put in place – from customer-centric propositions to collaborative person-to-person relationships across the entire chain from the company to advisors to customers, and personalized advisory.”
– CEO HSBC Life Singapore
Financial Services Groups like HSBC Life Singapore have used and applauded WealthLens to win and gained valuable data and insights to the Affluent and HNW consumer.
Why WealthLens™?
WealthLens™ is one of the most comprehensive studies on the financial needs and behaviors of global millionaires. By covering interviews across 13 global markets, it provides a strategic view that is critical for understanding and engaging with this elite segment.
Stay tuned for the release of WealthLens™ 2024/25 and equip yourself with the insights needed to thrive in the evolving landscape of wealth management
or contact contactus@agility-research.com for more information.