Private Banking and Affluent Studies

    • Study Financial Needs of Mass-affluent
    • Respondents FGI's with mass-affluent investors
    • Location New York and Chicago
    • Study Wealth Management Business Model
    • Respondents 233 Affluent Investors
    • Location United States
    • Study Client Satisfaction with Private Banking Services
    • Respondents 210 high-net-worth individuals
    • Location United States
    • Study HNW Individuals' Needs for Private Banking Services
    • Respondents 19 ultra-high-net-worth investors
    • Location United States
    • Study Private Banking Advertising Test
    • Respondents 45 millionaires
    • Location New York, Connecticut, Toronto
    • Study Planned Giving
    • Respondents 16 executives at cultural and educational institutions
    • Location New York City and Boston
    • Study Reengineering the Claims Process
    • Respondents 90 affluent consumers with insurance claims
    • Location United States
    • Study Air Shuttle Tracking Study
    • Respondents 1,600 frequent flyers
    • Location Northeast Corridor (Unite States)
    • Study Use of Foreign Banks for Private Banking Services
    • Respondents 15 millionaires
    • Location New York City and San Francisco
    • Study Consumer Needs Assessment for Personal Insurance Lines
    • Respondents 700 very affluent consumers
    • Location Connecticut, Minnesota, Georgia, Ohio, Toronto
    • Study Selling Life Insurance to Private Banking Clients
    • Respondents 16 private banking clients and relationship managers
    • Location New York City
    • Study Corporate Image and Advertising Awareness
    • Respondents 300 very affluent consumers
    • Location Texas, Illinois, Connecticut
    • Study Cash Management Accounts
    • Respondents 140 cash management account holders and affluent consumers
    • Location New York City and Delaware
    • Study Investment Behavior
    • Respondents 1,600 clients of brokerage firms
    • Location United States
    • Study Foreign Currency Accounts
    • Respondents 35 private banking clients, affluent consumers, investment advisors, business people, and expatriates
    • Location New York City
    • Study New Product Concept Validation
    • Respondents 40 wealthy individuals
    • Location New York, Chicago, Minneapolis
    • Study Mutual Fund Advertising Tracking
    • Respondents 400 mutual fund owners and upscale consumers
    • Location New York State
    • Study Mutual Fund Reinvestment
    • Respondents 308 mutual fund shareholders
    • Location United States
    • Study Tax-sensitive Mutual Funds
    • Respondents 36 millionaires
    • Location Philadelphia and Dallas
    • Study Advertising Test
    • Respondents 36 private banking clients
    • Location New Jersey and Kentucky
    • Study Consumer Needs Assessment for Personal Insurance Lines
    • Respondents 40 very affluent consumers
    • Location Connecticut, Minnesota, Toronto
    • Study Mutual Fund Investment
    • Respondents 900 mutual fund shareholders
    • Location United States